Our tool makes financial planning and reporting easy. Automate tasks & make data-driven decisions in minutes.
USA
Joined September 2018
- Tweets600
- Following227
- Followers150
- Likes157
Pricing for value is one thing. Keeping the margin is another.
Join Michelle Welch of Infinite Ties to explore pricing, AI, and moving CAS teams toward stronger client relationships.
Nov. 18 | 9am PT / 12pm ET
Save your seat: hubs.ly/Q04CwNnn0
Separate books. A connected financial picture.
Digitsโ multi-entity support + Reach Reportingโs consolidated reporting help our shared customers see across entities and make better-informed decisions. Excited to keep building together! ๐
๐๐ฎ๐ฅ๐ญ๐ข-๐๐ง๐ญ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐๐ฏ๐๐ข๐ฅ๐๐๐ฅ๐ ๐ญ๐จ๐๐๐ฒ ๐๐จ๐ซ ๐๐ฅ๐ฅ ๐๐ข๐ ๐ข๐ญ๐ฌ ๐๐ฎ๐ฌ๐ญ๐จ๐ฆ๐๐ซ๐ฌ ๐๐ง๐ ๐๐๐๐จ๐ฎ๐ง๐ญ๐ข๐ง๐ ๐๐ข๐ซ๐ฆ๐ฌ!
How businesses structure their growth shouldn't make accounting harder.
A real estate operator with an LLC for every property. A founder with a holding company and an operating company.ย A franchise owner with eight locations.
With Digits, businesses like these can now manage every entity under one organization with:
๐ข ๐๐ง๐ ๐ฅ๐จ๐ ๐ข๐ง ๐๐จ๐ซ ๐๐ฏ๐๐ซ๐ฒ ๐๐ง๐ญ๐ข๐ญ๐ฒ.
๐ ๐๐๐ฉ๐๐ซ๐๐ญ๐ ๐๐จ๐จ๐ค๐ฌ, ๐ฆ๐๐ข๐ง๐ญ๐๐ข๐ง๐๐ ๐๐ฎ๐ญ๐จ๐ฆ๐๐ญ๐ข๐๐๐ฅ๐ฅ๐ฒ ๐๐ง๐ ๐๐จ๐ง๐ญ๐ข๐ง๐ฎ๐จ๐ฎ๐ฌ๐ฅ๐ฒ.
๐ธ ๐๐ซ๐ข๐๐ข๐ง๐ ๐ญ๐ก๐๐ญ ๐ฌ๐๐๐ฅ๐๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ฒ๐จ๐ฎ. Every additional entity is FREE up to 250 transactions per year. After that, plans start at just $35/month per entity.
Learn more โ digits.com/blog/multi-entityโฆ
Hello, Las Vegas! ๐ Reach Reporting is at #IntuitConnect!
Visit Booth #10 to meet the team and talk reporting, dashboards, and forecasting. Already using Reach? Come say hello!
๐ ARIA, Las Vegas | October 26โ28
@Intuit
In Vegas for #IntuitConnect? Join us tomorrow for Mystery Box Bingo! ๐ฒ
๐ฆ $6,000 in prizes
๐ธ Open bar & food
๐ ARIA | Sun, Oct 25 at 8 PM
Only a few spots left! Request your card:
hubs.ly/Q04CbWXT0
Cutting edge CAS leaders are already pricing for value. Almost every webinar on value pricing skips the other half of the equation: what it costs to deliver the work.ย So we're doing one on it.ย
November 18 | 9:00am PT / 12:00pm ET
Save your seat: hubs.ly/Q04BlHx90
Next stop: Intuit Connect! โ๏ธ
Reach Reporting is heading to Las Vegas October 26โ28, and weโd love to see you there.
๐ ARIA | Las Vegas
๐
October 26โ28
Coming to Intuit Connect later this month? Join us for Mystery Box Bingo at the Aria on Sunday, October 25.
Us, @Zenworkinc, Double, and @Say_anchor_ will be giving away $6,000 worth of prizes in an event you won't want to miss.
Claim your FREE spot at hubs.ly/Q04Bd2_h0
Clients donโt just need numbers on a page. They need to understand what those numbers mean.
Reach Reporting helps accountants turn financial data into a clear storyโconnecting the dots between profit, cash flow, and what comes next. ๐
#Accounting #Advisory #CAS
When presenting financial results to a client, where do you start?
๐ข The numbers
๐ The visuals
๐ The story behind them
Tell us your approach below. ๐
$1.2 million in revenue.
Sounds good... right? ๐ค
A number on its own tells you very little. Give it context, and suddenly you have something you can understandโand act on.
#Accounting #CAS #Advisory #FinancialReporting #SmallBusiness #ReachReporting
Many accounting firms want to expand their advisory services, but making the transition isnโt always simple. ๐ง
Whatโs the biggest obstacle holding firms back?
โฐ Time
๐ฅ Team capacity
๐ฌ Client communication
๐ต Pricing
๐ ๏ธ Technology
โ Something else
Join the discussion โฌ๏ธ
Client onboarding shouldnโt feel like starting from scratch every time.
Creative Planningโs team cut onboarding time by 75% by combining Lean Six Sigma principles with a repeatable process inside Reach.
โถ๏ธ Watch the full interview (hubs.ly/Q04x_z-W0)
Last chance to registerโweโre going live today at 12 PM ET.
See how the team from @CPIWealth used Lean Six Sigma + Reach Reporting to turn a complicated, manual onboarding process into a repeatable system that cut onboarding time by 75%.
Save your spot: hubs.ly/Q04xv8SR0
What if onboarding a new client took one week instead of nearly a month?
@CPIWealth is joining us Thursday to show how they combined Lean Six Sigma methodology with Reach Reporting to cut onboarding time by 75%.
๐
September 17
โฐ 12 PM ET | 9 AM PT
hubs.ly/Q04xv85g0
Clients who understand their financials ask better questions.
They show up more engaged.
They start treating reporting as a decision tool, not a monthly formality.
That shift starts with how the report is built.
Learn what that looks like in practice.
hubs.ly/Q04t472P0
A 5% revenue increase looks different when you notice that expenses have risen by 8%.
Numbers without context get misread constantly, and nobody says so out loud.
We broke down why the story behind the numbers matters as much as the numbers themselves.
hubs.ly/Q04t43N30
What do clients value more? ๐ค
๐ More financial detail
or...
๐ก A clearer explanation of what the numbers mean
Share your answerโand whyโin the comments. ๐
Ever finish the monthly reports just in time to start next monthโs? ๐
Reporting shouldnโt take so much time that thereโs none left to actually analyze the numbers.
The real value starts when the report is finished...
Some financial reports get opened, reviewed, and quickly forgotten.
Others start meaningful client conversations. ๐ฌ
What do you think makes the difference?
