Vilms Consulting Case Study
Strategic Financial Forecasting
Michelle Vilms
Founding Partner | Vilms Cnsulting
“Reach Reporting’s three-way reporting model has transformed our ability to forecast, project cash flow, and provide dynamic financial insights for our clients.”
The Company
Founded in 2011 by Michelle Vilms, with Kathleen Pinder joining as a partner in 2025, Vilms Consulting specializes in accounting and financial consulting services tailored to each client’s unique needs. The firm focuses on providing personalized, data-driven financial strategies that help businesses navigate complex challenges and achieve their financial goals. By combining trusted expertise with innovative solutions, Vilms Consulting empowers clients with the clarity and confidence to make sound financial decisions.
The Challenge
Vilms Consulting needed a financial reporting solution that could enhance their existing Excel-based models while maintaining flexibility and seamless integration with QuickBooks Online. Their previous approach relied heavily on spreadsheets, which were prone to formula errors, required extensive manual updates, and lacked the automation necessary for scalable forecasting. Additionally, their clients needed forward-looking cash flow projections that were easy to understand and adjust over time.
The Solution
After being introduced to Reach Reporting at several industry conferences, Vilms Consulting recognized its potential as a cost-effective tool that offered the flexibility of Excel while eliminating inefficiencies. Reach Reporting’s three-way reporting model, data sheet organization, and accounts receivable forecasting capabilities provided a streamlined solution that aligned perfectly with their consulting approach. The ability to integrate real-time financial data and create dynamic forecasts meant they could now provide clients with continuously updated projections while reducing manual effort.
Vilms Consulting Summary
By integrating Reach Reporting, Vilms Consulting has significantly improved its ability to provide strategic financial forecasts and cash flow projections. The firm now delivers customized, real-time reports that enhance client decision-making, improve financial clarity, and create a more efficient workflow. The time savings and improved data accuracy have allowed the team to shift their focus from administrative tasks to value-driven financial advisory services.
Vilms Consulting Experienced
Three-Way Financial Reporting Model
Vilms Consulting leverages Reach Reporting’s P&L budgeting, cash flow projections, and balance sheet forecasting to create accurate, forward-looking financial plans that update dynamically with actual results.
Enhanced Cash Flow Projections
Vilms Consulting has improved client cash flow management by showing how invoice timing and accounts receivable assumptions impact future liquidity. This has led to better financial discipline among clients, who have optimized their invoicing cycles and payment schedules.
Seamless Integration & Efficiency Gains
Previously, financial forecasting was a time-intensive process involving manual data entry, formula corrections, and spreadsheet maintenance. Now, Reach Reporting integrates directly with QuickBooks Online, reducing the forecasting process to just a few steps, and ensuring real-time accuracy and efficiency.
Accelerated Financial Forecasting for Clients
Reach Reporting enabled Vilms Consulting to rapidly develop a six-year forecast for a client on a tight deadline, helping them secure a bank loan. The firm can now adjust projections weekly, offering clients greater visibility and agility in financial planning.
Error Reduction & Data Integrity
Reach Reporting eliminates formula errors that often occur in Excel-based models. The automated data flow ensures numbers remain consistent, improving reliability when working on multi-year financial plans.
Improved Client Communication & Data Transparency
The DataSheet feature keeps all underlying financial assumptions organized within the model, making it easier to explain key drivers and variables to clients. This transparency fosters better discussions and enables clients to engage confidently with their financial data.
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