# Client Onboarding for Fractional CFOs with Fathom

> AI drafts the engagement letter, generates a tailored document-request list for the client's Outsourced Finance profile, chases missing items across email and QuickBooks Online, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Fathom](https://calish.com/workflows/tool/fathom/)
- **Role:** [Fractional CFO](https://calish.com/workflows/for/fractional-cfo/)
- **Specialty:** Outsourced Finance
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-onboarding-for-fractional-cfo-with-fathom/

## The Problem

Onboarding a new Outsourced Finance client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build in Fathom

AI drafts the engagement letter, generates a tailored document-request list for the client's Outsourced Finance profile, chases missing items across email and QuickBooks Online, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.

## Fathom Integration Approach

1. **Audit your Fathom configuration.** We map the specific Fathom objects, custom fields, and workflows the automation needs to touch for your outsourced finance practice.
2. **Build on the Fathom API or agent.** Integration happens inside Fathom — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Fathom with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Onboarding for Fractional CFOs](https://calish.com/workflows/client-onboarding-for-fractional-cfo/)
- AI drafts the engagement letter, generates a tailored document-request list for the client's Outsourced Finance profile, chases missing items across email and QuickBooks Online, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Other Fathom Automations

- [13-Week Cash Flow Forecast for Fractional CFOs](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-fractional-cfo-with-fathom/)
- [Operating KPI Dashboard for Fractional CFOs](https://calish.com/workflows/with/operating-kpi-dashboard-for-fractional-cfo-with-fathom/)
- [Management Reporting Package for Fractional CFOs](https://calish.com/workflows/with/management-reporting-package-for-fractional-cfo-with-fathom/)
- [Tax Notice & Agency Correspondence for Fractional CFOs](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-fractional-cfo-with-fathom/)
- [Ledger Reconstruction for Investigations for Fractional CFOs](https://calish.com/workflows/with/ledger-reconstruction-for-investigations-for-fractional-cfo-with-fathom/)
- [Financial Due Diligence Prep for Fractional CFOs](https://calish.com/workflows/with/financial-due-diligence-prep-for-fractional-cfo-with-fathom/)
- [Time Entry & WIP Capture for Fractional CFOs](https://calish.com/workflows/with/time-entry-and-wip-capture-for-fractional-cfo-with-fathom/)

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