Dealership Consulting & Training Services

Real Dealership Experience. Practical Solutions. Stronger Financial Operations.

With over 22 years of automotive dealership experience, I provide personalized, hands-on training and consulting designed to strengthen dealership accounting departments, improve operational efficiency, and help teams work smarter.

Office Staff Training

Starting at $750 | Customized Training Packages Available

Build a knowledgeable, confident, and efficient dealership office team through practical, hands-on training.

Services Include:

• Vehicle title processing and documentation

• Deal billing and funding procedures

• Accounts payable (A/P) and accounts receivable (A/R)

• Cash receipts, deposits, and payment processing

• Factory receivables and warranty reimbursement procedures

• Daily accounting workflows and accuracy checks

• New employee onboarding and cross-training

• Standard operating procedure (SOP) development

Our Goal: Reduce costly mistakes, improve processing times, and give your office staff the skills and confidence to handle dealership transactions accurately.

Accounting & Reconciliation

Starting at $1,500 | Project-Based Pricing Available

Identify accounting discrepancies, resolve outstanding balances, and establish efficient financial processes that support a healthier dealership.

Services Include:

• General ledger and account reconciliation

• Aged schedule review and cleanup

• Contracts in transit (CIT) reconciliation

• Factory receivables and warranty schedule reconciliation

• Floorplan reconciliation

• Accounts payable and receivable cleanup

• Month-end closing procedures and improvements

• Financial documentation organization

• Audit preparation and internal controls review

• Accounting workflow evaluation and recommendations

Our Goal: Help dealerships maintain accurate financial records, reduce aged balances, streamline month-end closing, and improve financial accountability.

Controller & CFO Advisory

Starting at $2,500 | Customized Consulting Engagements

Strategic accounting and operational support for dealership controllers, office managers, CFOs, and executive leadership.

Services Include:

• Dealership management system (DMS) workflow optimization

• Financial statement review and analysis

• Accounting department efficiency assessments

• Internal controls and risk identification

• Month-end and year-end close improvement strategies

• Departmental reporting and financial accountability

• Accounting team development and leadership support

• Process standardization across multiple dealerships

• Operational expense reviews

• Financial reporting and management recommendations

Our Goal: Provide dealership leadership with practical financial insights, stronger accounting processes, and strategies that support long-term operational success.

Why Work With Us?

Unlike traditional consulting firms that focus primarily on reports and recommendations, we believe in working directly with dealership teams to implement real solutions.

With over two decades of dealership experience, we understand the challenges of automotive accounting because we have experienced them firsthand.

We don't just identify problems. We help your team solve them, understand them, and prevent them from happening again.

All services are customized based on dealership size, operational needs, project complexity, and whether support is provided remotely or on-site.