Case Studies with Firms and Businesses
See how accounting firms, advisory practices, financial professionals, and business owners across various industries use Reach Reporting to improve reporting efficiency, elevate advisory conversations, and help stakeholders actually understand the numbers.
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See What Financial Leaders Have Discovered
ACCOUNTING
Steve Nebbia
Director | Lutz
Lutz adopted Reach Reporting to streamline its financial reporting processes and enhance client communications. By leveraging automation and customizable visuals, Lutz eliminated manual tasks, improved report clarity, and strengthened client relationships. They look forward to future enhancements and offerings in Reach to meet evolving client needs.
ACCOUNTING
Christine Cooper
Technology Manager | AAFCPAs
AAFCPAs adopted Reach Reporting to enhance its financial planning and analysis services, addressing challenges like the need for dynamic dashboards and robust forecasting tools. Reach’s customizable reports, real-time insights, and seamless automation improved efficiency and client advisory services, positioning AAFCPAs as a leader in financial innovations.
FINANCIAL EDUCATION
Eric Johnson
Professor & Lecturer | UC Davis
UC Davis adopted Reach Reporting as a teaching tool to elevate how students learn financial reporting and planning. By integrating Reachās automation and customizable dashboards into the curriculum, students gain hands-on experience transforming raw financial data into clear, decision-ready insights.
ACCOUNTING | CONSULTING
Michelle Vilms
Funding Partner | Vilms Consulting
Vilms Consulting adopted Reach Reporting to enhance its financial forecasting and reporting capabilities by integrating 3-way budgets and forecasting into their workflow. This transformation enabled the firm to shift focus from administrative tasks to delivering strategic, value-driven financial advisory services.
Video Case Studies
ADVISORY
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.
ACCOUNTING | ADVISORY
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.
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.
ACCOUNTING | ADVISORY
Jake Grimm
Director of Technology |
Summit Virtual CFO by Anders
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 its operations, elevating the standard of financial reporting excellence.
ACCOUNTING | CONSULTING
Logan Clary
Technical Implementations Director | Venturity Financial Partners
Venturity Financial Partners is a leading outsourced accounting firm with a team of 50 domestic and 50 offshore professionals. Specializing in outsourced accounting, CFO/CXO services, and special project solutions, Venturity serves clients across a variety of industries with a software-agnostic approach.
ACCOUNTING
Duncan Lloyd
Director | Cloud Accountant
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
Summit Technology 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 solution.
STRATEGIC BUSINESS ANALYST
Patti Zulewski
SBA | Rehmann
Previous software failed to deliver dynamic dashboards, forecasting, and combined entity reporting that Rehmann needed. 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.
ACCOUNTING | CONSULTING
Cameron Williams
CEO | KynLi Consulting
One challenge was that clients didnāt read or understand their financial reports, which led to a lack of engagement. Another challenge was the time-consuming process of preparing and revising reports manually using Excel and other software. They needed a solution that would simplify report preparation, improve client understanding, and enhance overall efficiency.
ACCOUNTING | ADVISORY
Pam Jordan
CEO | Pivot Business Group
Pivot Business Group faced a significant challenge in delivering financial reports that were both professional and easy to understand. Clients struggled to comprehend the reports they received, leading to a disconnect at the end of each month. Vital financial information was not being utilized to its full potential, leading to missed opportunities for growth and decision-making.
FAQ: Reach Reporting Case Studies
The questions below address common considerations accountants, advisors, and business owners have after reviewing the case studies above.
What types of firms use Reach Reporting?
Is Reach Reporting only for large accounting firms?
No. Reach Reporting supports firms of all sizes, from solo advisors and small practices to multi-service firms with large teams. Many case studies on this page highlight how firms scale reporting without adding staff.
How does Reach Reporting improve client reporting?
Can Reach Reporting replace Excel-based monthly reporting?
Does Reach Reporting support budgeting and forecasting?
Yes. Reach Reporting supports budgeting, forecasting, and 3-way financial models that connect the income statement, balance sheet, and cash flow, helping advisors and business owners understand cause-and-effect across the business.