Helping O.C. Small Businesses Succeed with Big Business Management Tools

Share Article

Fullerton CPA Firm Introduces Dashboard Reporting with CPA Review Services

New this summer from CPA firm, NCH Tax & Wealth Advisors, is the add-on reporting service for small business owners: The Dashboard Report.

“The Dashboard Report has transformed how I make my business decisions; I’m making better decisions sooner,” says Chad Schley, General Manager of Schley Products in Anaheim, California. “In this economy, I need to catch trends early to succeed. I knew I was supposed to use my financial reports to understand what was happening in my business, but I’d just check a few key figures and then file them away. Now, I’m having in-depth conversations each month with my CPA, Andrew Carroll, about what I should be doing and when. The Dashboard Report just lays it all out for me.”

The Dashboard Report is the brainchild of Andrew Carroll, CPA/PFS, CITP, and General Manager of NCH Tax & Wealth Advisors. “Dashboard reports are the daily bread of big business managers,” reports Andrew, “Fortune 500 managers use them regularly to make important business decisions. We wanted to bring this kind of resource to our small business clients to help them make better management decisions. In this economy, every advantage keeps them another step ahead of the competition.”

The Dashboard Report (see image) shows the key information from a company’s financial statement in a one-page visual of dials and bar graphs. It is customized for each business, displaying its unique ratios and operating margins. Moreover, it’s easy to understand at a glance: Green means Good, Yellow means Caution, and Red means Danger. When used as a discussion tool with a CPA, it helps clarify answers to these important business questions:

  • How can we make more money?
  • How can we be more profitable?
  • When should we add services or products?
  • How and where can we streamline operations to be more efficient?

Most small business owners start their own company because they want to provide unique services or products, not because they want to become accountants. Most accountants provide financial reports that are accurate, but provide little direction for the business owner. With the Dashboard Report service, NCH Tax & Wealth Advisors is hoping to bridge that gap and make running a successful business even easier for the small business owner.

To launch these new services, NCH Wealth Advisors is offering a free Dashboard Report to the first five Orange County, CA, businesses that request it. To receive a no-obligation Dashboard Report on your business, contact us at: info(at)nchwealth(dot)com Type “Free Dashboard Report” in the Subject line and include your contact information in the body. You may also fax your request to (714) 871-8144.

Andrew Carroll, CPA/PFS, CITP, and General Manager of NCH Wealth Advisors is available for interview and speaking engagements. He serves on the Board of Directors for the Fullerton Chamber of Commerce and is a member of the Executive Council for the College of Business and Economics at Cal State Fullerton.


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Nick Hodges
ExpatCFO provided by NCH Wealth Advisors, Inc.
(866) 729-6425
Email >
Visit website