Case Studies
Accountants and business owners are wondering where Reach Reporting has been all their lives.
Dave Willson
CFO, ProvenCFO
In search of a solution to create uniform financial report templates for all clients, Dave explored several options but found them to be both limited in functionality and costly. Frustrated by the lack of suitable choices, he continued his quest until he stumbled upon Reach Reporting. To his delight, it offered precisely what he needed at an affordable price point, making it the ideal solution for his firm.
ACCOUNTANT
Jake Grimm
Director of Technology,
Summit CPA Group
Jake has witnessed a significant transformation in his firm’s financial reporting and planning processes. Reach Reporting has delivered impactful results for its clients from streamlining report generation to enhancing data insights, Reach has become an indispensable asset in their operations, elevating the standard of financial reporting excellence.
ACCOUNTANT
Cameron Williams
CEO, KynLi Consulting
During Cameron’s early stages, clients faced challenges in engaging with and comprehending his reports. Additionally, the manual preparation and revision of reports proved to be frustrating and time-consuming. Reach Reporting streamlined report creation, enhanced client comprehension, and boosted overall efficiency for Cameron and his team.
ACCOUNTANT
Pam Jordan
CEO, Pivot Business Group
At month-end, Pivot faced a client disconnect as complex financial reports were often overlooked by clients struggling to understand basic insights. Seeking a solution, Pam explored tools for clearer data presentation. With Reach Reporting, Pam found the ideal solution, offering clear, understandable financial presentations for enhanced client engagement.
ACCOUNTANT
Duncan Lloyd
Director, Cloudaccountant.com
Duncan highlights the effectiveness of Reach Reporting in producing visually compelling and concise reports that facilitate meaningful discussions about cash flow with clients. By providing clarity on financials, entrepreneurs can make strategic business decisions that prioritize profit, ultimately benefiting their bottom line.
BUSINESS OWNER
Anthony Friday
Executive Director, BrainBox
In a departure from his typical discussions with accountants about Reach Reporting, Anthony had the unique opportunity to engage with a business owner during this particular interview. It provided valuable insight into the tangible impact of financial reports on the end recipient, offering a new perspective on the significance of Reach Reporting.
BUSINESS OWNER
Dave Carlson
President | COO, Summit technology
Dave sought a robust reporting solution to streamline financial reporting for his business. With a specific need for quarterly and monthly reports across all departments compiled into organized PDFs, he found that QuickBooks couldn’t generate the required data points. This led him to search for more a more powerful and customizable reporting solution.
SMALL BUSINESS ACCOUNTANT
Patti Zulewski
SBA | Rehmann
Previous software failed to deliver the robust capabilities required for dynamic dashboards, forecasting, and combined entity reporting Rehmann needed and as client needs evolved, Rehmann recognized the urgency of modernizing their reporting tools to improve efficiency, reduce errors, and provide clients with deeper insights into their financial performance.
Video Case Studies
MBA | ADVISOR
Ben Cooper
Founder, Amplify
Ben experienced the challenge of sharing complex financial data with his clients firsthand while also looking for more from his reporting solution. Ben turned to Reach Reporting, leveraging its intuitive platform to simplify financial reporting and planning. As a trusted advisor and mentor, Ben empowers entrepreneurs to make informed decisions to achieve success.
ACCOUNTANT | ADVISOR
Nikole Mackenzie
CEO, Momentum Accounting
Nikole underscores the importance of solutions like Reach Reporting in streamlining accounting practices and empowering small business owners to navigate complex financial data with confidence. By reducing the need for manual entries and exhausting repetitive tasks, Nikole and her team have set their clients up for success through more robust reporting, positioning their clients for growth.