Automobile Dealers

Advisory

Accounting & CFO

Tax & Estate Planning

Our business advisory services help independent automobile dealers manage their business and maximize their profits. Our team performs the following services:

  • Business Plan Development
  • Cash Flow & ROI Analysis
  • Financing Review & Options
  • Forecasting and Budgeting
  • Due Diligence for Acquisitions
  • Forensic & Internal Control Services

We provide CFO level accounting & business management services to the dealership on a project or ongoing basis to supplement their in-house team with:

  • Accounting & Bookkeeping
  • Cash Management and Controls
  • Floor Plan and Inventory Services
  • Software & System Review
  • Management Reporting
  • Audit, Review and Compilations

Our firm provides the dealership and their owners with all of the options available to minimize personal and estate taxes by providing the following services:

  • Strategic Tax Planning
  • Business Succession Planning
  • Sales Tax Compliance
  • Estate & Wealth Transfer Planning
  • Federal, State and City Tax Return Preparation