Reach Reporting
6 Case Studies
A Reach Reporting Case Study
Cloud Accountant, a Profit First accounting firm serving remote clients in the UK and Philippines, needed a way to consolidate group reporting for larger clients with confidence in the accuracy of the numbers. They also wanted to train a distributed team quickly and keep client service disruption to a minimum, so they turned to Reach Reporting.
By implementing Reach Reporting, Cloud Accountant created Excel-like, customizable reports and KPIs that were easy for the team to learn and use. The solution improved report accuracy, cut report-prep time by 25% per month per client, reduced review time to about 5 minutes, and helped the firm take on 2 new clients in Q1 while increasing profitability and achieving 100% client report satisfaction.
Duncan Lloyd
Executive Director