A Case Study

Enhanced Client Deliverables

Pam Jordan, CEO, Pivot Business Group

In order to help you the best, tell us what kind of business would describe you?

“100% of clients are happier with reports generated in the Reach Reporting app.”

Pam Jordan

CEO, Pivot Business Group


The Company

Pivot Business Group offers Advisory and Fractional CFO services with a focus on cash flow, profit, sales, teams, and systems to help clients take their business to the next level with their unique profit analysis process.

The Challenge

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.

The Solution

In order to address this issue, Pivot Business Group implemented Reach Reporting, which connected seamlessly with QuickBooks Online. This enabled the creation of beautifully designed and easy-to-understand reports that were customized to meet each client’s unique needs and requests. With Reach Reporting, Pivot Business Group was able to enhance their deliverables and improve their clients’ understanding of their financials.

After implementing Reach Reporting, Pivot Business Group’s clients were able to easily understand the reports and felt confident in their ability to ask questions about their financials. This resulted in an increased sense of confidence and understanding of their business financials, empowering clients to make informed decisions about their business.

The Summary

By utilizing Reach Reporting, Pivot Business Group was able to streamline their financial reporting process and create easy-to-understand reports that improved their client deliverables. This resulted in enhanced client satisfaction, increased confidence, and better-informed decision-making.


Increased Sales

Pivot Business Group’s sales received a boost after they started showcasing professional reports generated with Reach Reporting to both current and prospective clients. By demonstrating the high-quality reports they could provide, Pivot Business Group was able to attract new clients and retain existing ones.

Intuitive and Supportive

After a brief demo, Pivot’s team found the implementation of Reach Reporting surprisingly intuitive. They were able to easily navigate the platform, and any questions they had were promptly addressed by Reach’s support team, who provided timely and helpful assistance. As a result, there was no downtime in the implementation process.

Improved Clients Understanding

Thanks to Reach Reporting, Pivot Business Group was able to provide reports that their clients eagerly anticipated. As a result, clients promptly opened their emails and were more engaged with their finances because they could finally understand the numbers and ask informed questions.

“Reach Reporting is a differentiator for us.”

Pam Jordan

CEO, Pivot Business Group

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