Dealer Services

Moss Adams Month-End Close

Get a Faster and More Accurate Month-End Close

The Moss Adams Month-End Close is a training system designed to facilitate and streamline the month-end closing process while enhancing department communication within your dealership – all tailored to your dealership’s individual closing needs and style.

A Moss Adams dealership consultant works with your controller and other department managers to create and implement a tailored closing process. The first phase typically involves a one-day site visit and three subsequent monthly visits. Once the new system is in place, follow-up visits to monitor the process are scheduled as needed.

Information included in the Moss Adams Closing Binder:

Bank Reconciliation
Open Repair Order Aged Items
Budget versus Actual
Other Receivable Aged Items
Cash Flow Analysis
Parts Management Report
Closing Checklist
Parts Pad Reconciliation

Contracts in Transit Aged Items
Service Exception Analysis
Dealer Financial Statement
Used Inventory Aging Analysis
Flooring Reconciliation
Vehicle Physical Inventory Report
New Inventory Aging Analysis
Vehicle Receivable Aged Items

The closing system will also teach you how to implement an ongoing mid-month purification process that will lead to a quick and clean month-end close. During the training process, you will receive the Moss Adams Month-End Closing Binder, a documentation tool that is designed to help you organize and record the steps you will need to complete each month. This system is valuable for both seasoned and entry-level controllers. You’ll enjoy the peace of mind that results from making more informed management decisions.