I am happy with Karl
information@cascadecpa.com 
Overall Rating:
 
[09/11/2004]  Every month I create compiled custom financial statements from QuickBooks and it's a real pain. I bought QuickBooks' FS reporter but it did not really do what I needed. QuickBooks was very nice and gave me my money back. Karl Irvin, a CPA in Arlington, Texas has come up with the answer. With Karl's Custom Financial Reporter I can quickly and easily produce presentation quality financial statements. I use it from month to month for all my compilation clients and have different financial statement format workbooks for each client.
 
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Perfect Solution for Reporting Tailored Financials
michael@lloyd-cpa.com 
Overall Rating:
 
[11/29/2003]  Our CPA firm works in a specialized industry and the “Custom Financial Reporter” has been a tremendous savings to us in obtaining the necessary financial formats for reporting. We use QuickBooks due to its flexibility and ease of use, but it is lacking in a good “Custom Financial Reporter”. The “Custom Financial Reporter” is easy to use, easy to set up and maintain. We had our financial statement set up within an hour. Once you have a report designed, you can set up Excel macros to print all the financial statements, including compilation reports. Our firm works well with Excel, so once we have the trial balance data, we can design and customize anything. Their technical support has been very good to answer questions and has always responded back in a few hours. We just finished our Sept 30 year-ends, and because of the “Custom Financial Reporter”, it saved our firm hours of not having to manually key data once our trial balance was adjusted. I highly recommend the “Custom Financial Reporter” for your needs.
 
  Ease of Use
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