DAVE WILLSON, CFO PROVEN CFO

Customized for multiple entities.

Freedom to make what our clients need.

RELEVANT, REAL-TIME AND RELIABLE

The Company

ProvenCFO is an end-to-end solution for various accounting needs, including back office, financial reporting, advisory services, and external CFO with the goal of providing outsourced accounting services for businesses. Their focus is on providing relevant, real-time, and reliable financial reporting for more than 100 clients.

REPORTS, METRICS, STATEMENTS, & DASHBOARDS

The Challenge

Co-founder Dave Willson wanted to be able to create a template for financial reports and apply it across all his clients, but he found it to be nearly impossible. Some software allowed him to customize a report but couldn’t apply it to all clients. Other software could create a standard template for all clients, but it wasn’t customizable. Additionally, many solutions were financially out of reach for the company.

LOOKS GOOD. SCHEDULE MY DEMO.

“We have finally been able to standardize and customize our deliverables.”

PROVENCFO

STANDARDIZING CUSTOM REPORTS

The Solution

By working with Reach Reporting, ProvenCFO was able to create customized templates and standardize them across all its clients. The financial reporting solution allowed the company to give reliable, real-time reports for clients. The solution increased efficiency for the company while also improving the product it was able to give to clients.

“We put the work into it once, and don’t have to duplicate the grind all over again.”

PROVENCFO

Targeted Reports

With varying degrees of customization, Reach Reporting allows firms to design simple metrics or robust reports and use them for multiple clients. Bring multiple sources of information into one place to create targeted specific reports. 

Better Deliverables

Reach Reporting creates impressive, eye-catching reports that contain highlighted relevant client information. Static financial reports are now dynamic, with real-time results enhancing client’s ability to make good business decisions.

Increased Efficiency

ProvenCFO can now produce templates that can be applied to all its clients, which saves 30-45 minutes per client each month. The reports solve problems at scale and can be applied to hundreds of clients removing much of the grind of producing reports every month.

DYNAMIC WITH REAL-TIME UPDATES

Summary

Financial statements used to be static, but they can now be dynamic with real-time updates. “Without good financial information, business owners can’t make good decisions, and they make bad decisions without good data,” Willson says. With Reach Reporting, ProvenCFO is quickly able to deliver custom financial reports with the exact information their clients need to succeed.

The Results

%

Est. Improved Reporting Efficiency

Saved Minutes Per Client / Month

%

Client Report Satisfaction

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