Adrian Martinez
The Delicate Balance Between Empowerment and Maintaining Control
By Marilou C. Vroman, CPA, CFE As time has progressed, we have found more dealers spending time away from their stores and entrusting...
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Adrian Martinez
- Mar 17, 2021
- 2 min
Avoiding Closing Table Surprises
By Marilou C. Vroman, CPA, CFE Buying and selling dealership’s is no small task, nor is it something to be taken lightly. With...
12 views
Adrian Martinez
- Mar 10, 2021
- 2 min
Characters Welcome... But No Brokers
By Phil Villegas For a few select franchises, the desirability of some of their most popular models will often attract a cast of...
17 views
Adrian Martinez
- Feb 25, 2021
- 3 min
Enforcement and Awareness - Key Tips to Prevent Cash Theft
By Marilou C. Vroman, CPA, CFE Yes, your dealership is at risk. Even the best run dealerships personnel with highest level of integrity...
16 views
Adrian Martinez
- Feb 16, 2021
- 3 min
Safeguarding Your Dealerships’ Passwords
By Anthony Valdelamar In an age where the average person owns approximately 100 passwords to different accounts, what is the best way to...
10 views
Adrian Martinez
- Feb 2, 2021
- 2 min
Loaner Agreements Are Useful if They Are Used
By Luis Deville When a loaner vehicle is lent to a customer, is your dealership keeping track of that vehicle? Does your dealership know...
17 views
Adrian Martinez
- Jan 15, 2021
- 1 min
Taking Ownership of Your Largest Movable Asset
By Phil Villegas In continuing my theme of focusing on the fundamentals, I thought I’d focus on one of the most basic internal controls...
9 views
Adrian Martinez
- Jan 5, 2021
- 2 min
New Year = New Withholding Beware of Fraudulent Withholding Schemes on the Rise
By Marilou C. Vroman, CPA, CFE Whether you choose to file your tax return by April 15th or file for an extension, your personal tax...
12 views
Adrian Martinez
- Dec 28, 2020
- 1 min
New Year's Resolutions for You and Your Dealership
By Phil Villegas We are all seemingly looking to get 2020 behind us as the prospects of a more normal 2021 start to appear to be a...
9 views
Adrian Martinez
- Dec 17, 2020
- 2 min
It’s No Holiday When Employees’ Responsibilities are Limited to One Individual
By Phil Villegas I’ve noticed certain reoccurring patterns in many of the dealerships I’ve had the opportunity to visit. There always...
15 views
Adrian Martinez
- Dec 7, 2020
- 3 min
The Season for Parts Metrics
By Marilou C. Vroman, CPA, CFE As we approach the year end, many dealership’s parts departments are getting more attention than normal....
16 views
Adrian Martinez
- Nov 30, 2020
- 1 min
Insight by Axiom Advisors - Vol. 27
Download - Insight by Axiom Advisors - Vol. 27 - December 2020
12 views
Adrian Martinez
- Nov 18, 2020
- 2 min
It’s Parts Physical Inventory Season – Steps to Take Now for Great Results
By Marilou C. Vroman, CPA, CFE As the year comes to an end, many dealers start preparation for the annual tasks that go along with turkey...
24 views
Adrian Martinez
- Nov 12, 2020
- 2 min
Third-Party Funds Authorization Forms Help Protect Dealers
By Phil Villegas We can all agree there is already more than enough paperwork in current vehicle deal files, with the average vehicle...
7 views
Adrian Martinez
- Nov 3, 2020
- 2 min
Mysteries Within the Balance Sheet
By Marilou C. Vroman, CPA, CFE Mysteries at the Museum – for those who have seen the show, you know everything has a back story. This is...
16 views
Adrian Martinez
- Oct 28, 2020
- 3 min
2020 Tailwinds May Lead to Turbulence in Years to Come
By Phil Villegas The apparent exuberance by which some buyers are approaching dealership acquisitions in the current market leaves me...
32 views
Adrian Martinez
- Oct 21, 2020
- 2 min
Will You Be the PPP Early Bird or the Second Mouse?
By Marilou C. Vroman, CPA, CFE As quoted by James Paxman, “The early bird gets the worm, but it’s the second mouse that gets the cheese.”...
9 views
Adrian Martinez
- Oct 15, 2020
- 2 min
To Know Where You Are Going, You Need to Know Where You Stand.
By Luis Deville Numbers are the language of business. Numbers are mainly used to count, measure and label. Dealers and store managers use...
23 views
Adrian Martinez
- Oct 8, 2020
- 2 min
Mandatory Vacations - A Good Internal Control or Just Textbook
By Marilou C. Vroman, CPA, CFE As controllers, CFOs, and dealership auditors, we have heard it many times before – “Require mandatory...
108 views
Adrian Martinez
- Sep 29, 2020
- 3 min
When it Comes to Health, There is Strength in Numbers
By Marilou C. Vroman, CPA, CFE A dealer and his loyal CPA and family attorney typically form a bond over the years in a relationship that...
8 views
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