CPA-led • Flat-Rate Payroll Ready • Sales & Use Tax Support • Encrypted Portal

Auto Repair Shops

Keep your shop humming—on the floor and in the books.
CPA-led, technology-forward, and shop-aware.

Serving Colorado, New Mexico, Wyoming, and beyond.

The Challenges Auto Shops Face

Cash-flow swings: Slow months, parts delays, and insurance batch payouts.
Parts & inventory leakage: Lost parts, returns, and shrinkage hit margins.
Payroll complexity: Flat-rate techs, overtime rules, benefits, and classifications.
Sales-tax confusion: Parts vs. labor and mixed invoices.
Owner pay & commingling: Personal/business mix makes taxes messy.
Equipment timing: Lifts and diagnostic gear—big spend, big tax impact.
Expansion questions: Second locations, new bays, staffing, and financing.

Mobile client portal + urgent text alerts: Snap receipts from the bay, approve payroll changes, e-sign docs, and track open requests. We’ll only text for time-sensitive items while you’re on the floor; everything else lives in the portal.
Cloud bookkeeping for shops: Clean, organized books; monthly reconciliations for banks/cards/loans; we flag non-revenue deposits that can create tax issues.
Margin visibility (no full RO job-costing): Parts/labor margin analysis by service category and class tagging for simple profitability views. We do not provide full repair-order job costing/WIP as a service.
Cash-flow & reserve planning: Forecasts, seasonal budgets, and tax-reserve targets so slow months don’t sting.
Payroll & compliance: End-to-end payroll processing, flat-rate workflows, PTO tracking, and pre-processing review by an accountant; W-2/1099 setup and multi-state supported.
Sales & use tax set-up: Practical workflows to charge, record, and file correctly for parts, labor, and mixed invoices.
Tax preparation (entity & owner): 1120S/1065/1120 plus coordinated 1040s; multi-state filings.
Equipment tax strategy: §179, bonus, and MACRS timing to match cash flow and tax brackets.
Owner pay structure: Reasonable compensation, accountable plan, and clean separations between business and personal.
Lender-ready reporting: Monthly financial pack (P&L/BS/CF) with plain-English commentary.

Do you work with flat-rate technicians?
Yes—we handle flat-rate pay plans, overtime rules, and pre-processing reviews.

Can you help with parts and inventory controls?
We rely on your own inventory count and adjust Inventory balances and Cost of Goods Sold ex.

Do you do full repair-order job costing?
We provide category/class margin visibility but do not offer full RO job-costing/WIP as a service.

Do you prepare my individual return too?
Yes—owner 1040s are coordinated with the shop return to avoid mismatches.

How do we start?
Click below and complete the Auto Shop Assessment (takes 2 minutes). We’ll follow up by email.