Jake Grimm, Director of Technology Summit CPA Group, a Division of Anders CPAs + Advisors
Next Level Financial Presentation
A Case Study
“Effortlessly took our financial presentations to the next level.”
Overview
The Company
Summit CPA Group provides virtual CFO services for small to medium-sized businesses. They are an experienced advisory partner in the financial realm, helping clients make informed business decisions. Summit specializes in forecasting, business planning, and modeling, providing financial peace of mind to business owners.
The Challenge
Jake Grimm, Director of Technology at Summit CPA, sought to streamline their reporting process by ditching Excel PDFs in favor of a live and fully customizable platform. However, they struggled to find other dashboard software that could be tailored to meet the specific needs of each client. In addition, their tech-savvy clients demanded real-time access to their financial data between scheduled meetings.
The Solution
By adopting Reach Reporting, Summit CPA Group streamlined their reporting process and provided their clients with the information they needed to make informed business decisions. The platform’s intuitive Excel-based backend made it easy for their accountants to create custom dashboards and reports tailored to each client’s unique needs and goals. Additionally, clients can access their financial information in real-time through the client portal, further enhancing their ability to make strategic decisions.
The Summary
With Reach Reporting, Summit CPA Group was able to streamline their reporting process and provide their clients with the information they needed to make informed business decisions. The platform’s intuitive Excel-based backend made it easy for their accountants to create custom dashboards and reports tailored to each client’s unique needs and goals. Additionally, clients can access their financial information in real-time through the client portal, further enhancing their ability to make strategic decisions. As a trusted advisory partner, Summit CPA Group focuses on forecasting, business planning, and modeling, providing financial peace of mind to small and medium-sized businesses. With the adoption of Reach Reporting, they are now able to offer even more valuable insights to their clients, allowing them to make informed decisions and achieve their goals.
Benefits
Next-Level Reports
With Reach Reporting’s user-friendly report builder, Summit CPA can quickly and easily customize their standardized templates, creating clean and refined dashboards and reports for their clients.
Satisfied Clients
Summit CPA’s client portal offers online access to deliverables, allowing clients to interact with their business between scheduled Zoom calls. This feature has been well-received by clients who appreciate the convenience and flexibility it provides.
User Friendly
Summit CPA’s team members require minimal training to comfortably use Reach Reporting. The platform enables the entire team to create metrics and dashboards independently without relying on a developer.
Results
%
Client report satisfaction.
%
Time Saved Per Report
Low training hours investment
“Customization is easy and user-friendly.”
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