Company Category: Succession Planning

AutoCPA Group

The AutoCPA Group is a 20-Group of CPA firms all specializing in the auto industry. Our member firms are spread throughout the country. We are unique because we do not compete with one another, which allows us to freely share information. Our members provide traditional tax and accounting services as well as specialized services tailored to auto dealers’ unique needs. There truly is not a question we can not answer or a problem we can not help solve.

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Allworth Financial

Allworth Financial

Allworth Financial provides specialized guidance to help auto dealership owners align business success with personal wealth and long-term goals. With $30 billion in assets under management and decades of experience, we understand the unique financial dynamics of dealerships—especially around Reinsurance Company Reserve Accounts and employer-sponsored retirement plans. We help optimize Reinsurance performance through disciplined management, coordinated tax planning, and clear reporting, while designing cost-efficient, competitive 401(k) structures that support employee retention, profitability, and ownership objectives. Beyond these areas, Allworth offers proactive tax strategies, integrated business and personal planning, and estate and succession guidance to help you strengthen performance, protect wealth, and reduce risk for the future.

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Accumatic

Veramatic (formerly known as Accumatic) transforms dealership accounting by automating the most time-consuming parts of your back-office workflow. Our platform converts OEM reports (and more!) into clean, ready-to-post journal entries—no manual rekeying, no formatting headaches. No matter the OEM or DMS, Veramatic handles the coding and entry creation seamlessly, saving your team up to 92% of the time it takes to close the month. Dealerships use Vermatic to simplify month-end close, improve accuracy, and make their accounting teams more productive and less stressed. It’s like adding a high-performing accounting assistant to your team—without the overhead.

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