Automotive CFO. Dealership Consultant. 25 Years Inside the Industry.
From service advisor to $1.1B CFO. I know where dealerships leak profit — and I know how to stop it.
How I Think
Most dealership financial problems are not accounting problems.
They are operational problems that show up in the accounting.
A CFO who only reads the P&L is always working backwards — reacting to what already happened instead of seeing what is coming.
I have spent 25 years learning to read the signals that precede the numbers. Employee frustration that shows up in public feedback months before it hits CSI scores. F&I charge-back patterns that expose deal structure problems the gross report never reveals. Vendor relationships that have not been renegotiated in years because nobody pushed back.
I bring AI into that process now — combining financial data with operational data, customer feedback, and employee sentiment to find patterns humans miss when they are too close to the business.
The result is a CFO who does not just report what happened. One who tells you what is happening, where it started, and what to do about it.
Financial Services for Business Owners Who Are Done Guessing
Monthly Bookkeeping
Complete monthly bookkeeping, reconciliations, and financial statements. Clean books delivered by the 15th. Every month.
Financial Cleanup
Books 6 months to 3 years behind? Full reconciliation, balance sheet repair, and tax-ready delivery. Flat-fee project pricing.
Fractional CFO
Cost Reduction Consulting
CFO-level financial leadership — cash flow strategy, composite analysis, banking relationships, lender management, and executive reporting — without the full-time cost. Available for ongoing engagements or specific high-stakes situations.
Cost Reduction Consulting
Cost Reduction Consulting
I find money you're leaving on the table — vendor contracts, insurance, telecom, and banking fees. You only pay based on savings actually implemented.
Dealership Accounting
CIT, floorplan, chargebacks, DMS reconciliation, dealer reserves, and F&I accounting. 25 years of dealership-specific expertise nobody else brings.
AI-Assisted Performance Diagnostics
I combine CSI data, Google reviews, Glassdoor, Yelp, fixed operations data, and F&I portfolio trends to find where profit is leaking and where problems actually originate — not just where they surface. All data is fully redacted before analysis. No names. No individuals. Pure operational signal.
From First Conversation to Financial Clarity
1: Discovery Call
30 minutes. We talk about your current situation, your pain points, and what better financial leadership would mean for your organization. No pressure. No commitment. Just an honest conversation.
2: Diagnostic Review
I assess your books, your systems, your financials, and your operational data — and give you a clear picture of exactly what is wrong, where profit is leaking, and what it takes to fix it.
3: Proposal & Scope
Clear, specific scope of work. Flat-fee project pricing where applicable. Monthly retainers where ongoing. No surprises. No vague billing. Ever.
4: Execution & Delivery
Clean financials. Reconciled accounts. Operational insights. Reports you can trust. Delivered on time, every time.