Accounting Setups, Maintenance and Reporting

Create a Custom Plan for
Your Dealership.


Looking to make improvements in application setups, reporting and accounting standardization? Our experts can make it happen! While commonly requested at year-end for accounting issues, these services are actually available year-round — and can help make reporting and application utilization much easier. Services include:

Chart of accounts tune-up

Add new accounts, update sales chaining, update reporting codes: IB IBS unit analysis, posting templates, expense allocations and PCL codes

Chart conversion

Convert chart of accounts, move account history, update application interface and MIS reports

Accounting standardization

Chart of accounts, schedules and journals

MIS reports

Departmental profit/loss reports, group/departmental DOCs, trend reports, cash flow reports, consolidated reports and standardized reports

Financial statements

Create/update/delete active accounts and create consolidated statements

Accounting, F&I/Parts, Service interfaces

Accounting posting templates, F&I posting templates, virtual biller templates, ONE-EIGHTY templates, Parts sources and source accounting, and Service labor types

Assist with name consolidation

Analysis of existing name file status, expert coaching of staff in utilization of data and more

Best of all, resources can be scaled based on your needs — and customized for your budget. We can do the work or guide you through it, and our experts are skilled at streamlining complex projects.