Reach Reporting

05/20/2026

🚨 Happening Tomorrow 🚨

If your accounting firm is struggling to market advisory services consistently, this session is for you.

Join us tomorrow for:
The AI Marketing System for Accounting Firms with Katie Thomas, CPA (Leaders Online).

You’ll learn a practical AI-powered workflow for:
✔ Turning discovery call insights into stronger messaging
✔ Creating content faster
✔ Building better follow-up systems
✔ Refining your marketing based on real results

Plus, see how strong visuals and tools like Reach Reporting can help prospects better understand and trust your advisory services.

📅 May 21
🔗 Save your seat: https://hubs.ly/Q04h9Nng0

Most accounting firms do not need more marketing ideas to land more advisory clients. They need a repeatable system that makes marketing easier to execute and easier to sustain. In this masterclass, you’ll learn a practical AI-powered workflow for pulling real prospect language from discovery call...

05/14/2026

Accounting firms don’t need more marketing ideas... they need a system that actually works.

Join us on May 21 for a live masterclass: The AI Marketing System for Accounting Firms

In this session, you’ll learn how to build a practical, repeatable AI-powered marketing workflow that helps you:
✔ Pull real prospect language from discovery calls
✔ Create stronger messaging that resonates
✔ Draft a month of content faster
✔ Build follow-up scripts that convert
✔ Measure what’s working and refine over time

You’ll also see why strong visuals matter when selling advisory services and how tools like Reach Reporting help firms present financial insights in a way prospects can easily understand, trust, and act on.

Presented by Katie Thomas, CPA — owner of Leaders Online and recipient of numerous industry honors including:
🏆 Top 25 Most Powerful Women in Accounting
🏆 Top 50 Women in Accounting
🏆 20 Under 40 & 40 Under 40 CPA Practice Advisor

📅 Date: May 21
🔗 Register here: https://hubs.ly/Q04gBvPc0

05/07/2026

📊 Want to level up your budgeting & forecasting game?

Join us Friday, May 8 at 11am MT for a live walkthrough of Budgets Pro — Reach Reporting’s powerful tool for creating accurate financial projections with ease.

We’ll cover:
✔️ Getting started with Budgets Pro
✔️ Using pre-built forecasting templates
✔️ Best practices + live Q&A with our team

Whether you’re new to forecasting or looking to sharpen your process, this webinar is for you.

Save your spot:

Event Description: Ready to take your budgeting and forecasting to the next level? Join us for an in-depth walkthrough of Budgets Pro, Reach Reporting’s powerful tool for building precise financial projections with ease. Whether you're just getting started or looking to sharpen your skills, this s...

05/04/2026

We’re excited to be exhibiting at Accountex London 2026 🇬🇧

Join us at ExCeL London on May 13–14 to connect with the team, see what we’ve been working on, and hang out in person.

🎟️ Grab your free ticket here:
https://hubs.ly/Q04f9VXt0

Hope to see you there!

03/10/2026

4 things your financial reporting should be doing automatically:

1. Building reports in seconds, not hours
2. Drilling into sub-accounts, not just top-line totals
3. Flagging variances before you have to dig for them yourself
4. Keeping your data private, never train AI on your numbers

If it's not doing all four, there's a better way.

🔗 https://hubs.ly/Q0466Sfw0

02/12/2026

Forecasting shouldn’t live and die in a static spreadsheet.

For many advisory firms, the struggle is the same: complex manual models, confused clients, and numbers that fail to connect to real-world decisions.
There’s a smarter way to handle future planning.

Join Paul Barnaby of Beyond Accounting Technologies and Arthur Boutin of Reach Reporting as they break down the practical framework for driver-based planning. We’ll show you a live demo of how a single driver change ripples through the P&L, Balance Sheet, and Cash Flow instantly.

In this live session, you’ll learn how to:
✔️ Build driver-based forecasts that actually make sense
✔️ Show clients exactly how one decision impacts Cash Flow & Profit
✔️ Turn a static report into a high-value advisory conversation

📅 Save your spot for the webinar (Feb 19) → https://us02web.zoom.us/webinar/register/WN_BmTATjsYRIaijkNIFEM51A #/registration

01/16/2026

“So customizable, ease of the use. Clients OOH and AAH. Think I’m the smartest person in the room.”

With Reach Reporting, Dawn Brady of Essential Bookkeeping Solutions:

✅ Customized visuals to fit each client
✅ Delivered data that made owners feel in control
✅ Looked like a pro without complex tools

Advisory magic is real — and it lives inside clear, client-friendly reports.

🎥 Watch Dawn’s story: https://youtu.be/JNx7DD9WGBE

“So customizable, easy to use. Clients OOH and AAH. Think I’m the smartest person in the room.”With Reach Reporting, Dawn Brady of Essential Bookkeeping Solu...

01/13/2026

Reporting shouldn’t feel like a monthly chore or work your clients ignore.

But for many Client Advisory teams, it’s the same cycle: rebuild reports, send PDFs, hope they’re read.

There’s a smarter way.

Join Zane Stevens CA (SA) of Protea Financial and Arthur Boutin of Reach Reporting to learn how industry-specific reporting templates helped one firm:

✔️ Scale niche advisory
✔️ Boost client engagement
✔️ Drive retention — even in a down market

📅 Save your spot for the webinar →

Reporting shouldn’t feel like a monthly chore — and it definitely shouldn’t feel like work your clients ignore. But for many CAS teams, management reporting becomes a cycle of rebuilding the same reports, sending PDFs, and hoping someone opens them. Protea Financial took a different approach. ...

12/04/2025

“Cut down the amount of time from 12 hours to 2–3 hours for a client.”

With Reach Reporting, Aimee Garneau of Siegel Solutions:

✅ Reduced month-end reporting time by 75%
✅ Strengthened client relationships
✅ Delivered fast, accurate insights with ease

Time saved. Value delivered. This is what client-centric advisory looks like.

11/26/2025

“Client sees it in clarity, all in one package. Neat, clean, and presentable.”

With Reach Reporting, Jacob Weberman of On Track Bookkeeping:

✅ Streamlined monthly reports

✅ Delivered clean, professional presentations

✅ Gave clients financial clarity they can trust

From fragmented spreadsheets to full-package clarity — this is how modern bookkeeping scales.

🎥 Watch Jacob’s story: https://youtu.be/2dDI7SSiXkM

Jacob Weberman – On Track Bookkeeping“Client sees it in clarity, all in one package. Neat, clean, and presentable.”With Reach Reporting, Jacob Weberman of On...