How Clients Can Utilize QBO Reports to Their Benefit
At our firm, we’re committed to helping clients not just stay compliant, but also make smarter, more confident financial decisions. One of the ways...
1 min read
Reach Reporting is a cloud-based financial reporting and visualization platform used by our Baldwin Elevate team to create custom dashboards and KPI reports. It integrates directly with QuickBooks, Xero, and Excel, enabling real-time data syncing and client collaboration through a secure portal.
Some key functionalities that Reach offers are KPI reporting. The platform supports customizable KPI templates, enabling you to highlight key financial health indicators, compare actuals vs. budget, and automate recurring reports to save time and reduce manual entry. These KPIs aren’t just numbers; they’re conversation starters. They help us guide clients toward better decisions, whether that’s adjusting spending, reallocating resources, or planning for growth.
One of the standout features of Reach Reporting is its custom dashboard builder. These dashboards allow us to visualize key financial and operational metrics in real time. These dashboards are an exciting feature in Reach that allows us to track cash flow trends and present KPIs aligned with business or mission goals. For our clients with complex structures, multiple locations, departments, or business units, Reach reporting supports multi-entity consolidation and class-based segmentation. This allows us to deliver granular insights without sacrificing the big picture.
By creating these, our clients can see where their business is excelling, along with areas that can be improved. Reach is a great way to get a deeper understanding of your business flow, while creating reports that you can be proud of.
For more information about Reach Reporting or how to make it work for your business, contact our Elevate team.
This article was written by Brandon Hackworth. Brandon is an Accounting Specialist II with Baldwin CPAs. For more information on the support Baldwin CPAs can provide you, contact brandon.hackworth@baldwincpas.com.
Business Valuation: Predicting Future Performance
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