Our Services Learn about the services we offer at MB Accounting & Consulting

Accounting & Reporting Services

Accurate financial information is the foundation of every successful dealership. Our accounting and reporting services help owners improve visibility, strengthen controls, maintain compliance, and make better business decisions through reliable financial data.

Financial Reporting

CPA-led financial reporting and analysis that helps dealership owners understand performance, profitability, and cash flow.

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Monthly Bookkeeping

Monthly close support, reconciliations, journal entry review, and financial statement preparation for automotive businesses.

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Financial Forecasting

Reporting packages, budget-to-actual reviews, KPI tracking, and forward-looking projections to support better planning.

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Accounting Oversight

Experienced accounting department oversight, workflow review, internal control support, and technical accounting guidance.

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Cash Management

Daily and monthly cash reconciliation procedures designed to improve accuracy, visibility, and financial controls.

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Accounting Cleanup

General ledger cleanup, balance sheet correction, reconciliation support, and historical accounting record improvement.

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Audit Support

Support for outside audits, tax preparation, documentation requests, reconciliations, and year-end reporting needs.

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Tax Planning

Proactive automotive tax planning designed to reduce surprises, improve cash flow, and support smarter year-round financial decisions.

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CFO & Advisory Services

Gain executive-level financial leadership and strategic guidance without the cost of a full-time CFO. These services help dealerships improve profitability, plan for growth, strengthen banking relationships, and make more confident financial decisions.

Fractional CFO

Executive-level financial leadership, strategic planning, forecasting, and performance guidance for automotive businesses.

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Team Development

Accounting team hiring support, interviewing assistance, role development, staff coaching, and department structure guidance.

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Tax Strategy

Entity structure review, tax planning support, ownership strategy, and long-term business planning guidance.

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Banking Advisory

Banking relationship support, lender reporting, banking communication, covenant tracking, and financing relationship guidance.

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Financial Modeling

Custom financial models for growth planning, acquisitions, financing structures, cash flow projections, and strategic decisions.

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Transaction Advisory

Buy-sell advisory, dealership transaction support, portfolio acquisition analysis, due diligence, and ownership transition planning.

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Financial Controls Consulting

Strengthen financial controls, inventory performance, DMS alignment, and organizational effectiveness through consulting services built specifically for automotive businesses.

Inventory Management

Inventory and floor plan management strategies that help improve turn rates, reduce carrying costs, and strengthen cash flow.

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Financial Controls

Consulting that connects dealership processes, financial controls, reporting, and performance improvement.

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Profit Optimization

CPA-led profitability consulting focused on expense control, process improvement, inventory efficiency, and stronger margins.

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DMS Integrations

Guidance to help dealerships align DMS platforms, accounting systems, reporting tools, workflows, and technology decisions with business goals.

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