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Build Powerful Reports with Reach Reporting

by | Oct 21, 2020 | 0 comments

You have come to understand that powerful reports are what you need to set yourself apart from others in your industry. You are ready to show your financial data in a whole new light.

As an accounting professional you are excited to take that leap forward in your business with Reach Reporting as a partner.

Next month you are going to WOW your clients with a beautiful, informative, and understandable company financial report. 

Showcasing yourself as a financial advisory professional with powerful reports that will make you irreplaceable to your clients.

You will not be a superfluous commodity but an essential part of the company. 

Let’s get started. 

The Why Create Advisory Reports?

Communicate effectively to clients about their financial data.

We at Reach Reporting created with accounting professionals in mind.

We have heard from so many of you, telling us how much you have to offer your clients but feel unsure about the best way to communicate effectively to them about their books.

Reach Reporting has created the best way to resolve your worries without adding hours upon hours of work to your schedule. 

Once you have connected your client’s data, you can have powerful reports in a matter of minutes. We want you to succeed, and we want your clients to grow as well. So Reach Reporting was born.

Creating and sending powerful visual financial reports to your clients is an incredibly smart move to make.

Check out this blog post to have a better understanding of WHY you should be taking this approach.

We all have heard the adage, “A picture is worth a thousand words.” The same rule applies to financial reporting. 

The objective of your report is to relay information to your clients in a way they can understand. These two reasons alone are reasons enough to add Reach Reporting to your arsenal. 

How to Build a Financial Report

CONNECT. SELECT. SHARE

One of our goals at Reach Reporting is to simplify the reporting process. We are here to make your life easier, not harder. Building powerful reports can seem overwhelming; there is a lot of work that goes into creating one, so our team has worked diligently to make the process as pain-free and straightforward as possible. 

Connect. 

Reach Reporting syncs with QuickBooks Online and Desktop, Xero, Data Sheets, and Google Sheets. Chances are, we have you covered. Connecting your clients’ data is a one time action, then continuous, behind the scene syncing keep the numbers up-to-date. Wherever your information is stored, make it accessible and workable. 

Once you have connected as many clients are you decide is best for you, the data is auto-filled into any reports or dashboards you open. This makes the process much simpler than ever before, with no manual data entry ever again. Hallelujah! 

Select. 

Once your clients’ data syncs with Reach Reporting, the real fun begins. We have loads of professional, beautiful, pre-designed report templates for you to choose from. A design team worked hard to make the colors, texts, and fonts all work together. We want to make you look your best. You can upload logos for your client’s companies to add that customized look. Fancy yourself a designer? Great!  You can also work from a blank canvas as well. 

Since your clients’ data is already imported into any report or dashboard you open, you will begin to get the idea of how much time Reach Reporting can save you each month. Add with live text options, once a financial report is created and saved, it will always be up-to-date, every month, quarter, and year. 

Share.

How you choose to share your powerful reports with your clients is a make or break decision. With Reach Reporting, you have different sharing options for your many different clients. Print and hand-deliver your report to your clients or download them as a PDF and email it to them. What we think is the best way to share a Reach Reporting report is with the Publish feature. This option sends a link to your client, this link is always up to date. ALWAYS. Best of all they can access it anywhere and quickly share it with other decision-makers.  

No matter which you choose, you will be sharing an actionable report they will greatly appreciate. Business decision-makers will be impressed with the insightful information you provide them.

Final Thoughts.  

Building reports is not time-consuming and stress-inducing.

Providing high-quality, professional reports filled with actionable insights can be time-consuming and stress-inducing. Guess what??  It no longer has to make you feel this way!!  Check out Reach Reporting, we have a free 14-day trial so you can feel comfortable with our software.  We know you will love it and your clients will too!

Learn More

Outreaching the Competition.

We continue to improve our Reach, so you can improve yours.

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