From repair shops to multi-location dealerships, we help automotive operators clean up their books, protect cash flow, reduce tax exposure, and make better decisions—fast.

The Problems We Solve

Automotive businesses have unique pressures: thin margins, warranty work, inconsistent ticket volume, high payroll, and constant cash demands. Generic bookkeeping and “once-a-year” tax prep is not enough.

We help you:

• Know true profitability by location, service line, and technician

• Fix messy books so your financials match reality (and lenders trust them)

• Control cash flow with weekly visibility into AR, AP, payroll, and taxes

• Reduce taxes legally with proactive planning built around your entity and comp model

• Prepare for growth or sale with clean reporting and defensible add-backs

Services for Automotive Operators

1) Bookkeeping & Monthly Close (Done Right)

Reliable books are the foundation—especially when you have multiple systems feeding the numbers.

• Monthly close with reconciliations and clean financial statements

• Chart of accounts built for automotive operations

• Job/service line mapping for better margin visibility

• Cleanup/catch-up bookkeeping and QBO repairs

2) Tax Compliance + Proactive Tax Planning

Tax prep is the final step—not the plan.

• Business returns (S-Corps, partnerships, C-Corps)

• Owner tax planning and quarterly estimates

• Entity structuring and compensation strategy

• State compliance for multi-location operations

• Year-round planning for depreciation, equipment, and expansion

3) CFO Advisory (For Owners Who Want Control)

If you want to run the business off numbers you trust, we provide CFO-level support.

• Monthly/quarterly performance reviews with action items

• Budgeting, forecasting, and break-even analysis

• Cash flow planning (payroll, taxes, vendor terms)

• Lender packages and financial reporting

• Expansion planning: second location, acquisition, or buyout

4) Payroll & Compliance Support

Payroll is often the largest cost—and the fastest way to create tax problems if mishandled.

• Payroll review and controls

• Reasonable comp support for S-Corp owners

• Contractor vs employee review

• Sales tax coordination where applicable (parts, retail, etc.)

Automotive-Specific Focus Areas

We routinely help automotive businesses improve profitability and reduce risk by addressing:

• Gross profit leakage (parts margin, discounting, supplements, rework)

• Labor efficiency (flag hours vs paid hours; productivity tracking)

• Warranty and insurance work (timing, receivables, documentation)

• Inventory and parts controls (shrink, write-offs, true margin)

• Capital expenditures (equipment purchases, depreciation strategy)

• Multi-location reporting (consistent KPIs and owner dashboards)

What a Typical Engagement Looks Like

1. Diagnostic review of books, tax filings, and workflows

2. Cleanup + re-build (chart of accounts, reconciliations, integration fixes)

3. Monthly close cadence with timely reporting

4. Ongoing tax planning tied to real numbers

5. CFO advisory focused on cash, margin, and growth

Why Clients Choose Us

• We speak the language of operators, not just accountants

• We deliver clean financials that lenders and buyers trust

• We provide proactive planning, not retroactive explanations

• We build systems that scale with additional locations and acquisitions