If you’re still spending hours each month cobbling together reports, you’re not alone — but you don’t have to stay there.
Across bookkeeping firms, CFO practices, and accounting teams,
professionals are replacing manual reporting with smarter, faster tools.
For many, Reach Reporting isn’t just software — it’s a turning point in how they work, serve clients, and grow.
Here’s what scaling smarter looks like — straight from the pros using Reach every day.
Time Savings: Dramatic Reductions in Report Prep
Aimee Garneau, Seigel Solutions
“We were able to cut down the amount of time that it took to work on a major client from 12 hours to about 2 or 3 hours after the initial setup. It’s been instrumental for us.”
“This has been instrumental for us and it has really improved our client relationship with that particular client. We’ve also used it with several other clients and we’ve gotten really good accolades from them and their CPAs for their taxes.”
This kind of time savings is driven by AI-powered automated financial reporting and repeatable templates you can reuse across clients.
Clarity & Presentation: One Clean, Consistent Package
Jacob Weberman, On Track Bookkeeping
“Clients see it in clarity, all in one package. Neat, clean and presentable.”
“We run a bookkeeping practice with multiple clients in multiple industries. The hardest thing was always how to get the monthly reports and have a streamlined process for all the clients and have the clarity on each of the reports how it’s being presented.”
“Since we started using Reach Reporting, we technically added it as part of our month-end process. When we see the Reach Reporting reports, we know this is the best day of the month. All of the accounts are done, reconciled, went through all the checklist, ready to present to the client.”
“When the client sees it, the clarity, the systemized way how they do it, how they present it with all the details and all the dashboards for the differences one month to the other month, the balance sheet, the cash flow, all of it in one package and in the same way every month, neat, clean, and presentable. It’s the best thing that we implemented in our business.”
That “one clean package” comes from interactive dashboards paired with standardized financial statements that stay consistent month after month.
Wow Factor & Customization: Visuals, Branding & Client Delight
Brittany Brown, Ledger Gurus
“Makes us look good to our clients, makes us look like brilliant rock stars with minimal effort.”
“We love Reach Reporting because it makes us look really good to our clients. It allows us to give them a significant value add over and above what we would otherwise be offering them in a way that is actually very minimal effort on our part.”
“One of my favorite things about Reach Reporting is the AI that’s built right in that looks at the data and actually gives us the key takeaways that we should be discussing with our clients. It makes us look like brilliant rock stars when we had to do very little besides just set up Reach Reporting.”
The “rock star” effect happens when AI highlights key takeaways and teams deliver them in beautifully customized reports built for business owners.
Dawn Brady, Essential Bookkeeping Solutions
“So customizable, ease of the use. Clients OOH and AAH. Think I’m the smartest person in the room.”
“This reporting system was so customizable. I could change columns easily. I could move things around. I could add columns. It was just the ease of the use.”
“When I hand them to my clients, they all oo and awe. They all think that I’m the smartest person in the room. It makes all the difference in the world to have a visual representation because they’re business owners. They’re not accountants. So it made all the difference for my business and for my clients.”
That client reaction is exactly what white-labeled branding and dynamic visuals are built for.
Jennifer Anderson, Tru Financial Solutions
“Responsive with customer service, customize with colors and branding.”
“One of my clients came to me one day and said, you know what? I don’t want something that’s going to be a boring report, something that’s going to give me some insight. I’ve got some special KPIs that I want you to be able to track.”
“If you’re on the fence looking for a good reporting system that makes things beautiful and you can customize it with your own colors and branding, I highly recommend that you reach out to Reach Reporting.”
Those “special KPIs” are easier to deliver when teams can build custom metrics and package them into fully branded reports.
Efficiency & All-in-One Reporting
Tyler Otto, Specialized Accounting
“We were hunting around for a solution… Reach was the only option we could find that delivered on anything our hearts desired to build.”
“They just kept giving us little fixes — budgeting, class tracking, and more. It’s become our one-stop shop for reporting.”
That “one-stop shop” comes from combining budgeting and forecasting with multi-entity consolidation in the same reporting system.
Steve Barber, Supporting Strategies
“I have reduced my labor costs, increased my profit, and provide even more value to my client. Using Reach Reporting has been a win-win-win.”
Reach is built specifically for accounting firms and CAS practices that want scalable deliverables without adding labor.
Impact & Insights That Matter
Jeremy Van Groll, Nonprofit Bookkeeping
“You give a nonprofit person with a big heart a list of numbers, and it means nothing to them. Reach lets us visualize their important data, track impact stats, and show KPIs that actually matter to boards and donors.”
For organizations like these, nonprofit financial reporting is stronger when mission KPIs live alongside financial performance in one clear view.
Want these results in your own firm?
✅ Save hours | ✅ Impress clients | ✅ Scale with clarity