Case Study: ProvenCFO achieves standardized, customizable reporting and 90% efficiency gains with Reach Reporting

ProvenCFO - Customer Case Study

ProvenCFO, an outsourced accounting and CFO services firm supporting more than 100 clients, needed a way to create financial report templates that could be customized for each client and then standardized across all clients. Their previous reporting tools were either customizable but not scalable, or standardized but too rigid and expensive for their budget.

By using Reach Reporting, ProvenCFO built customized report templates in a spreadsheet-based platform and rolled them out across its client base, automating much of the monthly reporting process. Reach Reporting helped the firm save 30–45 minutes per client each month, improve reporting efficiency by an estimated 90%, and reach 100% client report satisfaction while delivering more polished, insightful reports.

ProvenCFO

Dave Willson

Chief Financial Officer