Whitepaper: Getting a Handle on Analytics for Strategic Success
Case Study: American Exteriors
Case Study: T3 Information Systems
Customer Success Stories
Dashboard Accounting
Customer Profile
Based in Macedonia, Ohio, Dashboard Accounting is a leading regional accounting and financial services firm for small to medium sized businesses. Dashboard Accounting’s services include Accounts Receivable Processing, Accounts Payable Processing, Payroll, and Ledger Services. They also provide controller services, financial reporting, and they are certified QuickBooks ProAdvisors.
Dashboard Accounting Challenges
When starting their business, Dashboard Accounting realized they needed to provide more value to their customers. They needed to move beyond the basic copy, paste, and assemble work (a.k.a., “C.P.A.”) that accounting and financial services firms usually do, and provide unique value add that allows their customers to visualize and interact with their financial data. Dashboard Accounting knew if they could provide a way for their customers to comprehensively and clearly visualize and explore their data— their customers would be able to drive better business results.
The NetCharts Performance Dashboards Solution
NetCharts Performance Dashboards provides unprecedented control and clarity so Dashboard
Accounting no longer has to “copy, paste, and assemble data” – rather, they can simply provide their
customers with visibility and insight into their data and results.
In turn, Dashboard Accounting’s customers can then explore their financial results to drive better business outcomes by:
- Quickly, easily, performing comparative analysis
- Sharing compelling data dashboards for better project/ business leadership
- Better understanding data, trends, and business drivers
- Communicating and sharing more frequent and accurate forecasts
- Making major strategic decisions with confidence using facts not just intuition
Visual Mining Value
“We’re in the business of providing business accounting and tax services to small and medium sized businesses. And we enhance our customer’s success by generating a dashboard synopsis of their financial results. We chose NetCharts Performance Dashboards (NCPD) because in addition to looking fantastic, NCPD provides an easy, intuitive way for us to deliver value to our customers.”
Terri Ream, President, Dashboard Accounting, LLC.