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

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

Complex data simple reporting.

Roll-out Best Practices.

No Reporting Solution Can Reach our Customization.

Here to help you succeed.

Reach Reporting is here to help you meet those challenges head-on and overcome them.

This booklet will uncover practical ways to roll out Reach Reporting and effectively help your staff use it.

Our goal is to help your company embrace Reach Reporting, use it, become more effective and enhance value to your clients as a result.

There are going to be hurdles.

Reach Reporting is excited that you have selected us to support you in your firm’s decision to provide insightful visual reports.

When making changes to your reporting process or introducing new software, challenges are bound to arise.

To help reduce some of the pain points you might encounter, we have provided you this booklet.

Increase your report value.

CEOs want insights on specific business areas, and they are willing to pay for it.

Most of your clients are familiar with the basic financial reports you provide, but many are less familiar with the kinds of management reports you now offer with Reach Reporting. Reports that can help them discover ways to increase profits, improve cash flow and reduce risk.

With Reach Reporting, your firm can enhance your report offering, increase client value and create a new revenue stream.

Financial Reports & Management Reports


Banks, Regulators, Investors


CEOs, Owners, Management


Must adhere to all set standards and guidelines required by IRS, banks, etc.


Not needed but it will help your client’s business identify areas to improve.


Show client’s overall performance for a given period.


Get granular with the data to quickly uncover valuable insight.


Must follow guidelines and rules.


Produce reports in any way to enhance data insight.


Reports review past financial performance.


Reports help develop strategies to improve future finances.

Roll-out plan for maximum adoption.

We are here to reduce unnecessary pain in the deployment of Reach Reporting by providing an appropriate roll-out strategy.

Here’s a guide to help minimize the pain:

12 Steps for Reach Reporting Roll-out

1. Internal Marketing
It’s essential to let your entire team know what you will be implementing and how it will affect them and their clients with positive vocabulary.

2. Champion Selection
Select people who are natural influencers within your organization that can help support the roll-out.

3. Training: Champions
We provide a 1-hour training for your champions to help them see what they can do and best practices on how to do it.

4. Define Reports & Metrics
Gather your champions and leadership team to define the reports your clients need and what metrics are needed to create those reports.

5. Meet with Reach Rep.
Meet with your Reach representative to discuss the reports and metrics you want to build.

6. Standardize Chart of Acct.
Create a firm standard for the structure of the client’s chart of accounts.

7. Training: Reporting Building
Select one of the reports you want Reach Reporting to help you build, and we will provide 1-hour training.

8. Revenue Discovery
Meet with your champion and leadership team to determine if you will charge clients for these reports or provide them as a value add.

9. Company Roll-out
A positive roll-out meeting can be one of the most significant impacts of company buy-in and adoption.

10. Demo: Company-Wide
We provide a 30 min group demo to help get your team excited about using Reach Reporting.

11. Customer Marketing
We want to help you inform your clients about your new offering, so we have provided marketing materials in the Reach Reporting app.

12. Ensure Team Utilization
Check on your team frequently for any concerns.

Structure your chart of accounts.

A well-structured chart of accounts is often the single best and most effective way to raise an organization’s financial reporting to the next level and ensure a seamless, automated connection to Reach Reporting.

Most of your client’s chart of accounts are not structured in a way that can efficiently and effectively produce financial information management wants to see.

If your chart of accounts is structured properly, it will be easy to create actionable insights. Remember, the goal is financial reports that provide the metrics needed to help your clients make better decisions.

Steps to building the perfect chart of accounts

A chart of accounts can group transactions of a particular type so you can produce detailed reports for specific areas of the business.

Four primary standard chart of accounts groups are: