Auto Sales & Financing
AUTO DEALERSHIPS • F&I • FLOORPLAN • COMPLIANCE We help dealerships run clean books and stay compliant—from dealer financial statements and sales tax on vehicle transactions to loan/lease accounting and regulatory requirements—so you can sell more cars with fewer surprises.
Our Key Services
What We Handle
End‑to‑end dealership accounting, tax, and compliance.
Our Process
Assess
Review DMS/CRM setup (Reynolds/CDK/Dashboard/QB), tax footprint, floorplan, and F&I providers.
Configure
Map GL to OEM statement, set tax rules, doc/title fee handling, and CIT/floorplan workflows.
Operate
Close monthly with reconciliations (bank, floorplan, DMV, provider statements) and KPI pack.
File
Prepare sales/use tax, 8300 logs, and compliance certifications; support lender/OEM requests.
Improve
Reduce CIT days, cut aged units, and stabilize chargebacks with process fixes.