Reach Reporting Best Practices & AI Tips: Turning Data into Your Client's Success Story

Are your financial reports going unread? Do your clients misunderstand the data you provide?

Join Arthur from Reach Reporting, a longtime expert with the platform, for a deep dive on elevating your Client Accounting Services (CAS) practice from compliance to true advisory. This session, hosted by the Infinite Ties community, focuses on best practices, powerful new features, and the critical role of technology in storytelling.

What You Will Learn:

The Advisory Mindset: Understand why "reports are the receipt, but the story is the value" and how to shift your focus from simply delivering data to providing actionable, proactive advice.

The Technology Bridge: See how Reach Reporting acts as the essential bridge, transforming CAS data into compelling, easy-to-read reports that truly resonate with business owners.

Building Resonant Reports: Discover the principles for creating visually stunning, engaging, and clearly understood reports that clients value, helping them make quicker, smarter decisions.

Metrics for Deeper Insight: Learn real-world examples, like tracking employee turnover by department, to uncover operational issues (e.g., a "manager problem") that owners can't see from a high-level view.

Powerful "What If" Scenarios (AI Tips): Get a showcase of Reach's powerful tools that allow you to demonstrate the financial impact of strategic changes, such as how a 1% price increase affects profit and cash flow.

Maximizing Efficiency: Learn how utilizing a dedicated reporting platform saves you time and increases margins compared to building customized reports manually in spreadsheets.

Reach Reporting Pricing Insight: Arthur shares that the platform is priced accessibly at approximately $29 per connection/file out of the box, offering massive value compared to the time lost on manual reporting.

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connect at: https://reachreporting.com

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