Business Advisory · 7-day preview
Try the dashboard our clients use to grow profit and plan taxes
For 7 days you get the full client dashboard, set up with a sample business, plus one short email a day on reading your numbers, keeping more profit and planning for taxes.
- No cost and nothing to upload
- Every screen our clients see
- A daily planning email from an Enrolled Agent
- No automatic sign-up or billing when it ends
Click through the tabs. This is the real dashboard with a sample business.
Client dashboard
Canyon Ridge Landscaping (sample)
Click a tab to look around the sample dashboard.
Financial health
out of 10085 Strong
- Profitability11.7%
- Cash and liquidity1.4 mo cash · ratio 3.08
- Sales growth+11.5%
- Debt0.97 to 1
- Collections30 days
From your advisor
Sales through October are up 11.5% on last year, and net income is 11.7% of sales. Spring and summer carried the year, as usual. Cash covers about 1.4 months of expenses, which is thin going into the slow months. Focus: build a winter reserve now, and set 2027 maintenance prices before renewals go out.
Your profit plan
- Raise prices 3%
- Cut overhead 2%
- Collect payments 10 days sooner
- Net income today (12 months)
- $166,164 (11.7%)
- With the plan
- $218,078 (14.9%)
- Cash freed by faster collections
- $38,946
Raise maintenance prices for 2027. Hold overhead flat through winter. Collect on spring jobs within 30 days.
Next steps
Raise maintenance contract prices 4% for 2027
Owner · due 12/1/2026 · in progress
Build a winter cash reserve
Owner · due 12/31/2026
Review S corporation salary before year end
Advisor · due 12/15/2026
What our clients get
One team for your books, your numbers and your taxes, so decisions during the year and the return at the end line up.
Your numbers every month
Sales, profit, cash and the ratios that matter, from your QuickBooks file or the statements you send us.
Profit and loss and balance sheet
Clear statements with this year next to last year, and where each sales dollar went.
A profit plan
Specific changes to prices, costs and collections, with the profit before and after.
Industry benchmarks
Your margins and ratios compared to businesses like yours.
Tax planning during the year
S corporation and Utah PTE reviews, estimated payments and year-end planning.
An Enrolled Agent on your side
A tax professional admitted to practice before the Internal Revenue Service, who reviews your numbers with you and prepares your return.
How the preview works
- 1Sign upFill in the short form below. It takes a minute.
- 2Get your sign-in linkWe email you a link right away. Each sign-in uses a code sent to your email.
- 3Explore for 7 daysEvery tab of the client dashboard, with a sample business, plus the S Corp and Utah PTE calculators.
- 4Talk to us if it fitsBook a meeting any time to see your own numbers this way. The preview simply ends after 7 days.
Your daily emails
Short and practical. Each one takes about two minutes to read.
- Day 1How to read your dashboard
- Day 2Three numbers to check every month
- Day 3Small changes that add real profit
- Day 4Should your business be an S corporation?
- Day 5The Utah pass-through entity tax election
- Day 6Paying tax during the year without surprises
- Day 7What a year-round tax advisor does
Free tools you can use now
Who we are
Davis Schuler & Associates is a tax and business advisory firm in West Haven, Utah. Our advisors are Enrolled Agents, admitted to practice before the Internal Revenue Service. We prepare your return and review your numbers during the year, so planning and filing match.