Case Study: Pivot Business Group boosts client financial understanding with Reach Reporting

Pivot Business Group, Inc - Customer Case Study

Pivot Business Group, Inc, an advisory and fractional CFO firm, was struggling to get clients to actually use the monthly financial reports they sent. The P&L and balance sheet were confusing to business owners, so the team needed a way to present financial information more clearly and in a format clients would understand and act on. They turned to Reach Reporting and its reporting software integrated with QuickBooks Online.

By connecting QuickBooks Online to Reach Reporting, Pivot Business Group created simple, professional, easy-to-read reports that improved client understanding and engagement. The team could quickly automate and customize reports, share templates internally, and use live data in client conversations. Reach Reporting also helped increase sales by making sample reports part of the sales process, while saving time on reporting and allowing Pivot to pass the subscription cost along as a minimal fixed expense.

Pivot Business Group, Inc

Pam Jordan

Chief Executive Officer