Over 20 years in automotive Dealership
Accounting and Operations
without THE STRESS
without THE STRESS
“I've had the pleasure and honor to work with Kelly for the past 5 plus years. I have witnessed true professionalism from this young lady. Always striving for perfection. Prompt, energetic, positive attitude, team player, and always exceeding expectations, those are some of the great qualities that I've personally seen. A true leader that knows the ins and outs of her industry. I would recommend Kelly Edgar to anybody, with expectations of being thanked for sending such a professional to their needs.”
Abraham R. - Finance and Sales Director, Automotive
The Virtual Controller can...
Access your DMS remotely and efficiently.
Assist your current staff or operate discretely behind the scenes.
Work hand in hand with your staff, or report only to the DP or GM.
Handle all aspects of finance without the full-time salary and benefits of an employee.
“In addition to being a great mom and friend, Kelly is a go-getter! If I need something done, she is the first person I would call. Well researched and well thought out, she makes important decisions only after thorough research. She is also willing to share her time, talents, and experiences with those around her to help them improve their life. Whatever you need, professional or personal, Kelly is a great place to start."
Angie N. - Broker
My name is Kelly, and I'm here to help! I am NOT a CPA. I consider myself a GM's Controller as an operational expert with an understanding of how to support and protect your net profit!
Did you know that you can get Controller support without the full-time employee expense?
Many of the items can be done remotely. Saving your dealership thousands in payroll, taxes and benefits.
Book a Discovery call with us today and let's discuss how we can solve your controller concerns!
Being CONFIDENT as the AMAZING Badass you are!!! Balancing and integrating ALL aspects of YOU. Being the IMPACTFUL LEADER you’re called to BE.
Implementing our Aligned Abundance Process™ and signature InFLOWential Alpha Leadership Formula™.
Once you do, you’ll harness the power of your inner badass to easily reach your BIGGEST and most IMPACTFUL goals. It all comes together as you break out of the HUSTLE and allow all you desire to flow creating the life and legacy of your dreams.
Provide a monthly set of reconciliations.
Save valuable time for your in-house controller.
Act as a third-party Checks and Balances system for accountability.
Perform financial statement analysis.
Review your trial balance for accuracy.
Provide Expense review month over month.
reconcile cumbersome F&I Products.
Review training and implement a monthly reporting procedure.
Act as a Full Charge controller during transition.
Help reduce in house expenses.
provide an advanced accounting operations team.
...and so much more for your dealership.
(not including reporting)
Includes FS Analysis
Includes Expense Review
Report any items of concern.
Work with current staff to submit your FS to factory.
We will shadow current staff.
Provide weekly emails as to what is going right, and what can be improved upon.
Discretion is available, we can report directly to the DP or GM without leaving a footprint.
We can also report the findings to the staff of your choice.
(not including reporting)
We will shadow current staff.
Provide weekly emails as to what is going right, and what can be improved upon.
Discretion is available, we can report directly to the DP or GM without leaving a footprint.
We can also report the findings to the staff of your choice.
Customizable to the reports you most want a checks and balances monitoring.
Bank Reconciliation
Parts/Dealer Factory Statement Reconciliation
Schedule Reporting and Floorplan Reconciliation
Practical way for smaller dealerships to obtain a real pro regardless of other factors.
Includes EOM Close
Includes Monthly Support
Includes Bank and Parts/Dealer Statement Reconciliations.
Communication and Processing of Payroll(s).
Can assist with Weekly, Bi-weekly, Semi-Monthly, Monthly payroll.
Assist with EOM commissions/washouts.
Assist with tax and other liability payments related to payroll.
Can be performed on your DMS or via 3rd party (ADP for example).
Posting and accruing for your dealership invoices from your vendors and utilities.
Work in conjunction with a staff member to run the checks and submit to the decision maker for review and approval.
Assist in the reconciliation of vendor's statements monthly.
Includes FS Analysis
Includes Expense Review
Report any items of concern.
Work with current staff to submit your FS to factory.
(not including reporting)
We will shadow current staff.
Provide weekly emails as to what is going right, and what can be improved upon.
Discretion is available, we can report directly to the DP or GM without leaving a footprint.
We can also report the findings to the staff of your choice.
Customizable to the reports you most want a checks and balances monitoring.
Bank Reconciliation
Parts/Dealer Factory Statement Reconciliation
Schedule Reporting and Floorplan Reconciliation
Practical way for smaller dealerships to obtain a real pro regardless of other factors.
Includes EOM Close
Includes Monthly Support
Includes Bank and Parts/Dealer Statement Reconciliations.
Communication and Processing of Payroll(s).
Can assist with Weekly, Bi-weekly, Semi-Monthly, Monthly payroll.
Assist with EOM commissions/washouts.
Assist with tax and other liability payments related to payroll.
Can be performed on your DMS or via 3rd party (ADP for example).
Posting and accruing for your dealership invoices from your vendors and utilities.
Work in conjunction with a staff member to run the checks and submit to the decision maker for review and approval.
Assist in the reconciliation of vendor's statements monthly.
You’ll know exactly where the money is flowing, so you can create more by spending LESS!
We want you to be able to focus on sales and service.
Identifying ALL aspects of your accounting and seeing where the money is going will allow you to stress less, experience cost savings, and prosper!
With The Virtual Controller, your comptroller solution becomes clear and simple.
Working together, you’ll finally experience the ___________ you’ve been craving!
“I would absolutely recommend Kelly and the Virtual Controller. I have spread the word to my GM 20 group members and anyone I think would benefit from using the Virtual Controller. It's been so helpful for our small dealership. Thank you!.”
Kimberley Eakin
General Manager
Kia Dealership
"My name is Ken Caraglio, a consultant and trainer for AutoStaff. I have been in the Automotive business for over 20 years in a variety of roles. I have had the pleasure of working with several Comptrollers in my career. Kelly Edgar is the best of all of them. Her understanding of the Automotive Business is unparalleled. If you have an issue with your daily operations or financial statement. She is the one to call!"
Ken Caraglio
Recruiting and Training
Specialist
"I think the world of Kelly, she came on board to help us after we had a DMS Conversion.
She is smart and hands on in training our staff. I will, and have, personally recommended
her to my dealer 20 group and other dealers. Please call me anytime for a personal reference 847.638.9300"
Dave Dickens
Dealer Principle
Sherman Dodge CJR
3 reasons to become an inflowential alpha leader:
Instantly broaden your network
Differentiate yourself from everyone else
Imagine instantly feeling like family at your very first event. Our Alpha Leaders join each other live once a quarter and we’d love to have you there!
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