CDK Consulting

New Year Services
Start off the New Year Right

Worried about closing out the month and year on time? Need to ensure your financial statement or daily operating reports get updated with new accounts on time? Don’t have the expertise or need help on what needs to be done? Don’t worry. Our Virtual Consulting Services team will handle your new year accounting tasks for you.

Closing out the month and the year can be chaotic, messy, and complex. With the right accounting tools in place, your dealership can avoid trouble in the new year. The process may seem daunting, but CDK Consulting can help.


New Year Services:

Chart of Accounts Changes

  • Add new accounts
  • Sales Chaining
  • Add PCL codes
  • Schedule changes
  • expense allocation

Financial Statement Changes

  • Add or verify PCL codes

All Application Interfaces

  • Accounting posting templates
  • F&I
  • Parts
  • Service

Note: MIS work quoted separately.


Additional Services Available Year Round:

Accounting Standardization

  • Convert to a manufacturer standard chart
  • Standardize charts for multicompany organizations
  • Moving History
  • Updating interfaces and MIS reports

Chart of Account Tune-up

  • End-dating unused accounts
  • Updating IB, IBS and Unit Analysis codes

Create and Update MIS Reports

  • Add and update daily department profit and loss reports

Financial statements

  • Add, delete or update financial statements and consolidated statements

Database Clean-up Services

  • Free database analysis and quote
  • Customer name files and vehicle files

Imagine delegating all new year accounting tasks to save time and reduce stress. CDK Consulting New Year Services helps you start each year with a clean slate.