Services

Consulting & workflow services

Two ways to improve your dealership accounting office — pick the lane that fits where you are today.

Traditional Efficiency Cleanup

For dealerships that want to clean up what they already have — no AI, no new platforms, just better processes.

  • Excel workbook cleanup & formula review
  • Macro-enabled tools & automation
  • Power BI dashboards & reporting
  • Month-end close checklists
  • Schedule review templates
  • Workflow documentation

AI-Enabled Back Office Setup

For dealerships ready to explore AI — structured knowledge systems, prompt workflows, and agent-assisted processes.

  • Markdown SOP systems
  • Accounting-focused SharePoint structure for SOPs, schedules, and AI-ready knowledge files
  • AI prompt workflows
  • Agent-assisted processes
  • Custom knowledge bases
  • Staff training & adoption

Not sure which lane fits? We'll figure it out together.

Get in touch →