Client Background

A growing healthcare outsourcing company managing accounting for 10+ entities faced recurring delays in consolidated reporting and monthly management insights.

Challenge

• Consolidation of multi-entity financials was done manually using Excel — taking 15 days after month-end.
• Reports lacked drill-down capability and required repetitive manual formatting.
• Leadership couldn’t access real-time financial dashboards for decision-making.

Our Approach

We implemented Reach Reporting, integrating it directly with QuickBooks Online for each entity.
Key actions:

• Automated data sync and consolidated templates for all entities.
• Designed visual dashboards with KPIs (EBITDA, cash flow, AR aging, revenue per clinic).
• Created scheduled MIS distribution workflows for CXOs.

Results

• Cut MIS preparation time from 15 days to 10 days — a 33% efficiency gain.
• Reduced manual effort by 60%, freeing analysts for value-added work.
• Enabled real-time visibility of group-level performance.
• Improved accuracy of reports by eliminating spreadsheet-linked formula errors.

Impact: A seamless, automated financial reporting system that empowered faster, data-driven decisions.