by Jared Surganovich
Manual reporting is the most expensive task you don’t track. It’s invisible on your P&L but erodes margin, clarity, and client satisfaction. The cost? Finance teams spend over 48% of their time preparing and updating their reports, which is tens...
by Jared Ballard
“We built a tool that let business owners see KPIs—but it wasn’t until accountants started using it that we saw real impact.”— Justin Hatch, CEO & Founder. From Startup Frustration to Advisory-First Success Justin Hatch’s early experience as a business...
by Jared Surganovich
Intuit hosted a webinar with Arthur Boutin, Director of Sales at Reach Reporting, who shared a better way to approach financial reporting and planning. This was part of an ongoing collaboration between Intuit and Reach Reporting through the Intuit Developers Concierge...
by Jared Surganovich
TL;DR Permanent TCJA tax rates and standard deductions. Child tax credit increased to $2,200 per child. New deductions for tips, overtime, auto loans, and seniors. Phasing out clean energy credits; extending Opportunity Zones. Action: Audit clients and educate via...
by Jared Ballard
Franchise Financial Reporting Series – Part 3 of 6 Financial metrics mean nothing if franchise owners can’t see the story behind them. That’s why clear, visual comparisons of key metrics like Labor %, COGS, and Net Margin are essential for multi-location success....
by Jared Ballard
Modeling COGS and Customer Impacts for Tariff-Driven Planning For businesses where Cost of Goods Sold (COGS) is a key metric, such as manufacturing, retail, or distribution, effective budgeting and forecasting are critical for profitability amid tariffs and...
