Industries · Dealerships
Financial leadership from someone who has run a dealership’s books from the inside.
Phillip was CFO of a fast-growing exotic and collector vehicle dealership. He built the financial infrastructure, designed custom systems, and improved access to capital. Now he does that for other dealers.
Where dealerships get stuck.
- Deal-level profitability that is hard to see.
- Floor plan and inventory financing that ties up cash.
- Consignment payables and receivables that drift out of balance.
- Title and funding timing that distorts the books.
- DMS data that does not reconcile cleanly to accounting.
- Lender reporting assembled by hand every month.
What we do for dealers.
Fractional CFO
Cash and inventory planning, deal and category margins, and lender-ready reporting from someone who has lived it.
Learn more →Client Accounting
Month-end close that ties out receivables, payables, and inventory, with CPA checks.
Learn more →Systems + AI
Integrations between your DMS, deal workflow, and books, plus dashboards for the numbers dealers watch.
Learn more →Who we serve.
Independent, exotic, collector, and specialty dealers who want financials as polished as the cars on the floor.
Whether you are a single-location owner-operator or growing toward multiple locations, we bring the structure to scale with confidence.