How Businesses Succeed with Visualized Financials


Provide your clients’ insight

Businesses succeed when they integrate financial data into their decision-making process.

CEOs and CFOs alike are discovering the value of understanding their financial data. Leveraging data and turning it into valuable insights with context provides predictive knowledge. 

Companies that understand their data identify new sources of revenue, allocate capital, manage risk, and improve margins. They become more agile, more innovative, and more profitable than their industry peers. 


“Returns on data, in the form of more customers, more revenue per customer, lower costs, and faster times to market are higher than ever before. ” 

– IBM reports global c-suite study 

In a day where data’s full potential can be accessed and CEOs are beginning to understand the importance of data, firms need to provide it if they are going to thrive. Firms leading the industry have established their value, enhanced their culture, and improved operations by delivering visual data to complement their client’s reports.

Make your client’s data understandable.

Standardization of your custom reports enables firms to cut costs and scale up very rapidly – saving time and facilitating growth.

Many firms have conflicting standards and rules for managing financial reporting. Their reports are usually inconsistent, challenging to understand and utilize for decision-making. Firms need to consolidate there reporting processes into a single, more standardized workflow to produce accurate, timely, insightful reports.

In a day where data’s full potential can be accessed and CEOs are beginning to understand the importance of data, firms need to provide it if they are going to thrive. Firms leading the industry have established their value, enhanced their culture, and improved operations by delivering visual data to complement their client’s reports.

Implementing a standard practice will create a solid foundation for quickly gathering and presenting reports to your clients. 

A standard practice offers several advantages. Firms should have a report-building architecture, making it easier to standardize and streamline report automation without re-formatting or manually inputting data every month.

However, creating common reporting standards and procedures is the first step in building an effective reporting process. Firms can’t realize a proper return on visual reporting if their team lacks the ability to utilize it.


Visual real-time reporting is changing businesses, and clients are demanding more than data.

 Businesses want insight. Helping your workforce attain the appropriate skills to utilize Reach Reporting will pay big dividends, so employees don’t have to spend long hours sweating over spreadsheets every time clients need reports.

Reach Reporting liberates accountants to work on more value-adding activities. Once you have selected or created a few templated reports, Reach Reporting will automate mundane, recurring reports. This reduces costs, as well as delivers value.


Focus on effective financial reports.

Reduce complexity around data

 – Standardize your client’s financial data and set standards with their CFO. Simplify data collection and encourage your clients to use modernized resources that move their data into the cloud.

Establish employees as data heroes

 – Train your employees on the software they need to delve into data and extract meaningful information. Help them become educated on visual presentations that allow them to generate insights at scale.

Create a standard reporting process

 – Decide on the types of reports you want to provide your clients. Then develop reports that differentiate your firm, turn them into templates to provide a consistent reporting process that will improve your client business. 

Data has both operational and strategic value.

Data is critical in uncovering more efficient opportunities, reaching the market more rapidly, and cutting costs. But data also plays a crucial role in helping determine an organization’s overall direction and make major, long-term decisions.

Collaborate with clients, so you can bring together company goals, financial insight, and visual data to provide reports that give your clients an advantage in today’s rapidly changing environment. (This has huge dividends for your brand as well)

Redesigning reports and building strategies for ultimate speed and flexibility to produce elegantly simple reports with powerful insight will be well worth your time. 

Complex structures and an inefficient reporting process slow down a firm’s ability to make valuable, streamlined interactions with its customers. Reach Reporting helps firms get closer to customers by creating a better report experience for their clients.

Reach Reporting manages complex data with an intuitive and easy-to-use interface, which simplifies data and produces a positive customer report experience.



CPA firms sit between financial data and their clients.

For many firms, it is challenging to provide digestible, consistent reports to their clients. Making it much more difficult for businesses to quickly and easily use insights to take meaningful action.

Reach Reporting allows firms to give their clients easy access to their financial data visually while actually creating revenue in the process. With insightful reporting, firms have the potential to strengthen their client relationships and create a revenue stream.

Enhance your financial reports by implementing visualization. You will fill the need your clients have for consumable, coherent financial data.

Once your firm is up and running on the Reach Reporting, it is plug-and-play, requiring few resources to automate insightful reports. With fewer resources dedicated to your visual report-producing engine. Your associates can increase client value by focusing on other client initiatives that might otherwise be put on the back burner. 

Create a Reporting Workflow

Your reporting workflow is a map to efficient data storytelling to consistently provide valuable reports to your clients. 

A few things are involved with getting your workflow streamlined to get the most out of your client’s data, the Reach Reporting app, and your time.

You need to design an efficient process where financial data flows smoothly between your client’s accounting software and the Reach Reporting app.

Tasks need to progress without bottlenecks and result in high-quality deliverables. Reach Reporting will help in the automation and speed up your reporting process. 

Everything should be documented so that it is carried out consistently every time. Constantly come back to review the workflow, test it and improve it. 

The effort invested in mastering a reporting workflow is almost always going to be worth it. This is why you should consider where your time is best spent. You will be rewarded for improving the flow of information, speeding things up, and improving your financial reports.

Refining your reporting process will improve productivity, client satisfaction, and retention while helping you realize an increase in recurring revenue. 

A consistent reporting process ensures a quality report experience for your clients. By providing clean, informative, easy-to-understand reports that complement financial statements, your clients will feel confident in your accounting firm’s ability to deliver quality services to them.


Every firm, client, and report is different

Every firm is different, and every client is unique, but generally speaking, the reporting process moves through four stages, beginning to end.

Data Collection and Management. 

Connecting Reach Reporting to your client’s accounting software makes data collection swift, accurate, and always at your fingertips when it comes time to create reports.

The Closing Process.  

All necessary postings occur to ensure the general ledger can be safely closed, reconciled, and validated promptly.

Reconciliation and Validation. 

The general ledger is closed and validated to ensure all data is accurate and comprehensive. This is crucial to prepare financial statements and reports for internal and external stakeholders, who will, in turn, rely on those documents for decision support and financial planning.

Analysis and Reporting. 

Once the data’s been verified, Reach Reporting is used to generate a wide array of insightful financial reports that include details regarding your client’s performance, profitability, and cash flow management.

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