Rehmann Case Study
Elevating Financial Advisory Services
Patti Zulewski
SBA | Rehmann
“Reach Reporting’s dashboards and automation have transformed how we deliver high-level insights to our clients.”
The Company
Rehmann is a full-service CPA firm renowned for delivering comprehensive accounting, consulting, and advisory solutions. With decades of experience, Rehmann’s mission is to help businesses across diverse industries achieve financial clarity and long-term success. Known for its client-focused approach, Rehmann tailors solutions to meet the unique needs of each organization, leveraging innovative tools and strategies to provide measurable results.
The Challenge
Rehmann’s team faced challenges with traditional financial reporting methods, which relied heavily on large Excel spreadsheets. This manual process was time-consuming, prone to human error, and lacked the visual appeal clients increasingly demanded. Furthermore, their previous software failed to deliver the robust capabilities required for dynamic dashboards, forecasting, and combined entity reporting. 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.
The Solution
After evaluating their options, Rehmann adopted Reach Reporting, a solution that offered the flexibility, automation, and advanced features they needed to meet client expectations. The platform’s ability to create dynamic dashboards, automate reporting processes, and integrate seamlessly with QuickBooks Online (QBO) proved invaluable.
Reach Reporting empowered Rehmann to deliver more sophisticated, visually compelling financial reports that not only saved time but also enhanced their clients’ understanding of key financial metrics.
Rehmann Feedback
Rehmann’s clients have expressed appreciation for the professional, visually engaging financial reports they now receive. These tools have provided them with the operational clarity needed to proactively identify trends and address challenges. Additionally, dynamic dashboards have become an essential resource for clients looking to present financial insights effectively to their boards and stakeholders.
Rehmann Experienced
Ease of Use
Reach Reporting’s intuitive interface allowed the Rehmann team to quickly adapt to the platform, minimizing the learning curve and ensuring a smooth transition.
Dynamic Dashboards & Automation
Clients now benefit from dynamic, real-time dashboards that provide a clear and comprehensive view of financial performance. Automated reporting features have reduced manual effort, enabling the Rehmann team to focus on higher-value advisory services.
Cost Savings & Efficiency Gains
Reach Reporting replaced less robust and more expensive software, allowing Rehmann to reduce operational costs while improving efficiency. Integration with QBO has eliminated the need for manual data syncing, further streamlining processes and reducing errors.
Enhanced Client Experience
The visually engaging reports and dashboards have been particularly beneficial for clients presenting data to boards and stakeholders. These tools offer clarity and actionable insights, empowering clients to make informed decisions with confidence.
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