Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

5 Zapier-Based Automations You Can’t Live Without

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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How to Get the Most Out of Your Fathom Dashboard

On PackThis, we have a bunch of zaps going on the background where it's grabbing information from like our QuickBooks and some active campaign data. And that way we can just crunch data quickly at the end of the month when we do our own reporting. So in this report, just to get, you know, super operational for a second, you're looking at pipeline close, close one percentage. It sounds like you're looking into project profitability. Is that? Yeah.

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