In today’s fast-moving financial world, business owners can’t afford to wait for surprises — they need tools that offer foresight, clarity, and control. That’s why Realtax leverages the power of Fathom and Xero to help clients stay ahead of financial challenges and take proactive control over cash flow, forecasting, and growth strategy.
Since adopting the Fathom and Xero integration, our clients no longer simply react to problems — they anticipate them. With real-time data, powerful visuals, and deep insights, businesses working with Realtax are empowered to make smarter decisions, faster.
Why Financial Forecasting Matters Now More Than Ever
Forecasting isn’t just a buzzword — it’s the foundation for financial success. At Realtax, we believe every business should plan for tomorrow using today’s data. Whether you’re navigating market volatility, preparing for tax law changes, or managing seasonal trends, forecasting helps you stay grounded and ready.
Using Fathom cashflow forecasting, our clients gain a clear picture of what’s ahead — from income and expenses to liquidity and capital needs. This is especially crucial in industries like real estate and tax advisory, where variability is high and timing is everything.
How Realtax Uses Fathom
1. Solving Financial Complexity with Simplicity
Xero offers real-time cloud-based accounting, and when combined with Fathom, you get intelligent forecasting, KPI tracking, and interactive financial reporting — all in one place. The result? Clear, actionable data without the usual hassle.
Whether you use Fathom and QBO or Fathom and Xero, our experts make it simple to turn raw data into decision-ready insights.
2. Real-Time Financial Visibility
With Xero, clients access up-to-date financials. But the real magic happens when Realtax overlays Fathom’s reports and dashboards. Clients get stunning visualizations of key metrics, trendlines, and performance indicators — unlocking decision-making power like never before.
3. Strategic Scenario Planning
We help businesses use Fathom and Xero to run “what-if” models — changing assumptions on revenue, tax rates, or costs to see the projected outcomes instantly. This allows clients to explore growth strategies or prepare for downturns, armed with clarity and confidence
4. Timely, Insightful Financial Reports
With Fathom reports, Realtax delivers custom dashboards and monthly/quarterly performance summaries packed with relevant KPIs, benchmarking data, and future-focused recommendations. These insights are built on real-time data pulled directly from Xero, ensuring accuracy and relevance.
Real Benefits for Realtax Clients
Better Cashflow Management
Using Fathom cashflow tools, our clients identify upcoming liquidity gaps, plan for major expenses, and improve reserves — avoiding cash crunches and maximizing control.
Proactive Compliance
With tax regulations constantly evolving, it’s critical to stay compliant. Realtax uses forecasting to simulate how upcoming changes affect your bottom line — helping you stay ready and stress-free.
Let’s take the guesswork out of your finances — contact Realtax to get started with a Fathom expert today.