Dealer Services

Full-service accounting that prevents profit leaks

Full-service accounting that prevents profit leaks

We’ve been working with dealerships since the 1970s, so we know it takes more than a tax tune-up to keep your business engine purring. You may have to handle multiple brands and locations, facility image upgrades, factory incentives, fluctuating sales, and fraud pitfalls…but you don’t have to go it alone.

Our experienced accountants specialize in the issues you face throughout your Business Lifecycle, from start-up to succession planning. We take a consultative approach, coaching your own trusted financial team on best practices to establish watertight controls and simplify processes. For family-owned dealerships transitioning to the next generation, our financial statement audits can help stabilize and increase confidence in the business.

We also have plenty of experience in recognizing and investigating fraud. If the proper support for all ending balances, receivables, inventory, or reconciliation is lacking, we will alert you and provide the support you need to stop the leaks.

You can always expect us to…

  • Minimize your tax exposure
  • Keep your accounting staff up to date with regulations and compliance needs
  • Proactively support your own accounting staff
  • Establish best practices and internal controls
  • Help you simplify and improve processes
  • Provide an integrated view of the financial issues underpinning each part of your business
  • Help you detect and prevent fraud

We can help you with…

  • Tax compliance
  • Creative tax strategies
  • Acquisitions and sales of dealerships
  • Assurance services (financial statement audit, review and compilation)
  • Bank loan agreement structuring and covenant compliance
  • Benchmarking against industry peers
  • Best practice consulting
  • Bookkeeping services
  • Cash flow analyses and improvement consulting
  • Cost segregation studies for recently acquired or constructed facilities
  • Employee benefit plan audits
  • Energy credits
  • Entity structuring
  • Franchise acquisition and termination
  • Fraud auditing, control and litigation support
  • Image program incentives
  • Internal controls and internal accounting advisory services
  • LIFO calculations and issues
  • Litigation support (including manufacturer disputes)
  • Negotiating computer system purchases
  • New IRS repair and maintenance regulations
  • Parts physical inventories (counts and controls)
  • Producer owned reinsurance company and retro program issues
  • Sales tax audit and recovery services
  • Succession planning
  • Valuations of dealerships

Dealer Services Leadership

Our 1:6 ratio means more 1:1.

Our ratio of executive team shareholders to staff is unusually low for a full-service regional firm: 1:6 or lower, depending on the service or industry practice group. It means you get the direct, involved attention of our top talent from day one. They proactively offer you strategy, feedback and ideas all along the way.

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