Services
We offer a wide range of services to unlock the power of your data
Featured Services
ADI Report
Custom Reporting
Board of Director Meetings
On-Demand CFO Services
Internal Benchmarking
The ADI Report is designed to provide you with meaningful financial data. Your DMS does a great job gathering data and your manufacturer’s statement does a great job of providing that data to the manufacturer, but somehow, the information that’s critical to dealers has been left out of the equation. That’s where the ADI Report comes in. It provides:
- A condensed income statement that focuses on the items that are critical to you
- Monthly and year to date forecasts to help you drive the bottom line
- Cash flow analysis that not only tracks the lifeblood of your dealership, but also provides a graphical representation that will help plan for the future
- A balance sheet analysis so you can analyze your investment in the dealership over time
- Identification of accounting anomalies. Just select the accounting schedules and the tolerable threshold and the ADI report will save you and your accounting personnel hours of searching through schedules and instantly identify areas of concern
- Key profit indicators. We’ve boiled down the driving forces of every department to provide you with the key indicators for profitability and brought those indicators to you in a clear, easy to track format.
- Accounting balances at a click of a button. Easily identify every account balance and track it over time to identify unusual activity
We can turn any data into actionable insights. You simply identify the metrics and reporting criteria and we’ll develop the algorithms. Custom reports can be incorporated into the ADI Report or provided independently. Best of all, they can be refreshed as needed. Whether you need the information on a regular basis or for a one off analysis, we can harness the data in your DMS to provide the answers you need.
We can provide custom reports and even participate in the meetings of company executives remotely or at your location. We’ve found that too often dealers are so caught up in the day-to-day operations that they don’t take the time to plan for the future. We can help with everything from planning an effective board of directors meeting to coordinating with your professionals and assembling the necessary information to make the most productive use of your time.
Many dealerships and dealer groups find they need the services of a Chief Financial Officer from time to time but can’t justify the cost of a full-time CFO. We can provide access to a proven CFO that has served auto dealers for nearly 25 years with one of Western Pennsylvania’s premier auto dealer accounting firms and as the CFO of one of the top 100 auto dealer groups in the country as rated by the Automotive News.
Multi-store groups often struggle with maintaining consistent policies and benchmarking results across the group. These tasks can be time consuming and require the talents of the group’s top executives, often taking away from other matters of strategic importance. We can use the power hidden in your data to help streamline this process.
ADI Report
The ADI Report is designed to provide you with meaningful financial data. Your DMS does a great job gathering data and your manufacturer’s statement does a great job of providing that data to the manufacturer, but somehow, the information that’s critical to dealers has been left out of the equation. That’s where the ADI Report comes in. It provides:
- A condensed income statement that focuses on the items that are critical to you
- Monthly and year to date forecasts to help you drive the bottom line
- Cash flow analysis that not only tracks the lifeblood of your dealership, but also provides a graphical representation that will help plan for the future
- A balance sheet analysis so you can analyze your investment in the dealership over time
- Identification of accounting anomalies. Just select the accounting schedules and the tolerable threshold and the ADI report will save you and your accounting personnel hours of searching through schedules and instantly identify areas of concern
- Key profit indicators. We’ve boiled down the driving forces of every department to provide you with the key indicators for profitability and brought those indicators to you in a clear, easy to track format.
- Accounting balances at a click of a button. Easily identify every account balance and track it over time to identify unusual activity
Custom Reporting
We can turn any data into actionable insights. You simply identify the metrics and reporting criteria and we’ll develop the algorithms. Custom reports can be incorporated into the ADI Report or provided independently. Best of all, they can be refreshed as needed. Whether you need the information on a regular basis or it’s a one off analysis, we can harness the data in your DMS to provide the answers you need.
Board of Director Meetings
We can provide custom reports and even participate in the meetings of company executives remotely or at your location. We’ve found that too often dealers are so caught up in their day-to-day operations that they don’t take the time to plan for the future. We can help with everything from planning an effective board of directors meeting to coordinating with your professionals and assembling the necessary information to make the most productive use of your time.
On-Demand CFO Services
Many dealerships and dealer groups find they need the services of a Chief Financial Officer from time to time but can’t justify the cost of a full-time CFO. We can provide access to a proven CFO that has served auto dealers for nearly 25 years with one of Western Pennsylvania’s premier auto dealer accounting firms and as the CFO of one of the top 100 auto dealer groups in the country as rated by the Automotive News.
Internal Benchmarking
Multi-store groups often struggle with maintaining consistent policies and benchmarking results across the group. These tasks can be time consuming and require the talents of the group’s top executives, often taking away from other matters of strategic importance. We can use the power hidden in your data to help streamline this process.