Case Study: Summit CPA Group achieves faster, more customizable financial reporting with Reach Reporting

Summit CPA Group - Customer Case Study

Summit CPA Group, a virtual CFO and advisory firm for small and medium-sized businesses, wanted to move beyond cumbersome Excel PDFs and other hard-to-customize dashboard tools. Their clients were asking for live access to financial reporting between meetings, and Summit needed a more flexible, user-friendly way to deliver tailored reports. Reach Reporting was the vendor they chose to help solve this challenge.

By implementing Reach Reporting, Summit CPA Group built customizable, live financial dashboards and standardized report templates that their team could update quickly without developer support. The result was cleaner client reporting, online portal access for engaged clients, and major time savings: Summit said reports that once took 2–3 hours in Excel could now be completed in about 30 minutes, with Reach also contributing to 100% client report satisfaction, 75% time savings per report, and only about 2 hours of low training investment.

Summit CPA Group

Jake Grimm

Director Of Technology