The questions your clients are already asking in 2026, and how top advisors are answering them

A live demo with Fathom + QuickBooks shows how to turn cash flow, hiring, and growth questions into board-ready answers, on the spot.

QuickBooks + Fathom · April 23, 2026 · 11:00 AM – 12:00 PM PDT · Free · Live

If you're advising clients in 2026, you've felt the shift. The questions coming across your desk aren't asking for last quarter's actuals. They're asking questions such as “How long can we sustain this?,” “What happens if we hire?,” and “Give me the best case and the worst case scenarios.”

Standard reports weren't built to answer those questions, but your clients are asking them anyway. The advisors who can respond with scenario forecasts, runway projections, and board-ready narratives on the spot are the ones getting a seat at the table.

The top questions from 260+ surveyed advisors—cash runway, hiring scenarios, best vs. worst case forecasts—answered live, using Fathom + QuickBooks

That's exactly what this session delivers. Roman Villard, CPA, and founder of Full Send, takes real survey results—the actual questions your peers said they're fielding most right now—and works through them live using the Fathom + QuickBooks integration. No hypotheticals. No polished demo data. Just the workflow, built in real time.

You'll see exactly how QuickBooks data flows into Fathom to power scenario forecasts, microforecasts, and board-ready reports that cut straight to what stakeholders actually want to know.

Topics covered:

• Cash runway
• Hiring scenarios
• Best vs. worst-case forecasts
• Profitability under pressure
• Board-ready reporting

What you'll take away:

• The top questions clients, boards, and CEOs are asking in 2026, and why your current reports aren't answering them.
• How to use Fathom + QuickBooks to build scenario forecasts and microforecasts that answer cash, hiring, and growth questions on the spot, without leaving your existing workflow.
• A repeatable workflow so you can answer the most common client and board questions quickly and consistently, built from what your peers are already doing.

Whether you're a QuickBooks accountant advising North American SMB clients or a finance leader with QuickBooks at the core of your stack, you'll leave with a reusable playbook grounded in real-world advisor practice, not theory.

Your speaker

Roman Villard

CPA & Founder · Full Send

Roman runs Full Send, a firm delivering accounting, automation, and AI-driven finance solutions for growth-stage businesses. With a CPA background and an operator's mindset, he specializes in helping founders navigate funding rounds, financial modeling, and scenario planning, with systems that build momentum, not spreadsheets that slow things down.

FREE · LIVE WEBINAR

What Your Clients Are Asking in 2026—And How to Answer Them

Join Roman Villard live for a real-time Fathom + QuickBooks demo.