Manage Risk in Your Auto Industry


We understand your challenges


Running a profitable automotive dealership means juggling ongoing challenges:


PPP Loan Treatment


HR-related classifications


Proper treatment of Fixed Assets


Service loaner treatment/valuation


Financial statement reporting to satisfy bank requirements

Our Solutions


We love helping auto dealers thrive!

Whether you need financial reporting and tax compliance or are looking for help with software and consulting needs, we have you covered


Getting your financial reporting and tax obligations done is the first step.

Whether you need audited, reviewed or compiled financial statements, we’ll prepare them under GAAP standards to satisfy lender requirements. Corporate income tax planning and preparation, and owner’s personal tax planning and preparation.

We consult on special projects that require particular industry knowledge applied to state taxation and IRS case law.

Our tax team is experienced in reviewing commission and demo reporting as part of payroll as well as issues unique to dealerships such as LIFO accounting and SWIM elections, Escheat reporting and the tax treatment of extended service contracts. In addition, we understand the management of dealerships and how it applies to succession and estate planning down the road.


Software & Technology

CDK software & accounting issues? We have solutions.

Our automotive consultants, Dave Summers and Dixie Stanton, have over five decades of combined experience working in dealerships and are qualified to help you with your CDK software, including:

  • Reporting functions: trend analysis and type of report to use depending on what needs to be researched.
  • Setting up accounts, schedules and journals.
  • Set up and training on CDK’s bank reconciliation program.
  • Power Posting.
  • Creating custom reports using the Report Generator function.

Get the most from your monthly numbers.

Day-to-day accounting tasks can eat up time better spent elsewhere. Whether you need monthly bookkeeping or a bit more guidance around your financials, our outsourced bookkeeping, controller & CFO services are customized to fit your needs.

Outsourced Accounting Services

Transform your finance department

Who We Work With


We work with automotive dealership owners, general managers, and controllers to provide oversight of each department for improving internal controls and best practices.

**Please note that we work best with owners who have 2-3 dealerships.**


Franchise New Car Dealers

Meet Your Team


Most visitors see a fleet of vehicles and a showroom, but we see inventory, payroll and property. Our team of consultants comes to us from the biggest names in the automotive industry. We have the accounting, legal and industry-specific experience to meet you where you live in the complex financial, legal and regulatory environment of auto dealerships.

Outsourced Professionals


We occasionally rely on outsourced professionals/business service providers to assist with your issues.

Be A Thought Leader


Save time and money by automating the redundant. Improve budget management through customized reporting and information available to you. Know your compliance requirements are in the right hands.