Lutz Case Study
Harnesses the Power of Reach Reporting
Steve Nebbia
Director, Lutz
“Reach Reporting has transformed how we communicate financial insights to clients, fostering stronger relationships and better outcomes.”
The Company
Lutz is a leading CPA firm with over 350 employees that offers comprehensive accounting and financial services. Focusing on expertise and personalized client care, Lutz provides high-quality financial insights that drive business success for a diverse range of clients.
The Challenge
Lutz needed a solution to streamline its financial reporting processes and eliminate the inefficiencies caused by repetitive, manual tasks. At the same time, they sought to enhance the presentation and clarity of their client deliverables, creating reports that were both visually appealing and easy to understand.
The Solution
Reach Reporting gives Lutz the flexibility and automation to transform raw data into customized visuals and tables. This streamlined approach eliminated manual calculations, saving time and ensuring consistent accuracy. The ability to create clear, digestible financial reports has elevated client communication and strengthened relationships.
Lutz Looking Ahead
As a forward-thinking firm, Lutz is eager to see continued advancements in Reach Reporting’s features. Enhancements like deeper integrations and expanded customization options will further empower their team to meet evolving client needs.
Lutz Experienced
Ease of Use
Reach Reporting’s user-friendly platform allowed the Lutz team to quickly integrate the tool into their workflow, enabling them to harness its capabilities with minimal effort.
Custom Visuals and Tables
The ability to create tailored visuals and tables has significantly improved the quality of Lutz’s financial reports, helping clients better understand complex financial data.
Automation
The Reach Reporting team has provided outstanding customer support, from training resources to timely responses, ensuring that AAFCPAs maximizes the platform’s full capabilities.
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