Your DMS Tracks the Business. We Help Leadership Decide What Comes Next.
Lightspeed DMS brings together operational and financial information across sales, service, parts, inventory, rentals, and other areas of a dealership.
Notion CFO & Advisors helps leadership interpret that information, identify what is driving results, anticipate future needs, and make more informed financial decisions.
Our role is advisory. We complement—not replace—your existing bookkeeping or accounting function.
Financial Reporting & Fractional CFO Advisory
We help established dealerships get more strategic value from the financial and operational data already available to management.
Management Financial Reporting
Turn existing financial data into clear reports for ownership and leadership.
Department & Location Analysis
Evaluate performance across unit sales, parts, service, rentals, and locations.
Cash-Flow Forecasting
Anticipate inventory purchases, financing obligations, operating expenses, and seasonal cash needs.
Budgeting & Scenario Planning
Model hiring, expansion, inventory, financing, and other major decisions.
KPI Monitoring
Track the financial and operating measures that matter most to dealership performance.
Fractional CFO Advisory
Provide ongoing financial interpretation, leadership meetings, and strategic guidance.
Built for Established Dealerships That Need CFO-Level Insight
Our services are designed for established dealerships that already have bookkeeping or accounting support but need better reporting, forecasting, financial interpretation, and CFO-level guidance.
Turn Dealership Data Into Decision-Ready Insight
Profitability
- Department and location profitability
- Unit, parts, service, and rental performance
- Gross-margin trends
Cash and Working Capital
- Cash flow forecasts
- Inventory investment and aging
- Floorplan and financing obligations
- Seasonal cash requirements
Performance
- Month-over-month results
- Budget-to-actual reporting
- Key dealership KPIs
- Issues requiring management attention
Planning
- Hiring and staffing decisions
- Inventory and financing scenarios
- Expansion planning
- Lender and ownership reporting
Lightspeed DMS Dealership Industries
Based in Kansas and serving Lightspeed DMS dealerships nationwide through remote financial advisory services.
From Financial Data to Better Decisions
Understand
Learn how the dealership operates, how financial information is produced, and what leadership needs to know.
Analyze
Review financial results, departmental performance, cash flow, and key dealership KPIs.
Forecast
Develop budgets, cash flow forecasts, and decision scenarios.
Advise
Meet with leadership to explain results, identify priorities, and support better decisions.
Lightspeed DMS Financial Advisory Questions
Do you provide bookkeeping inside Lightspeed DMS?
Our focus is financial reporting, forecasting, analysis, and CFO advisory. We do not perform the day-to-day bookkeeping inside Lightspeed DMS. Instead, we work with the bookkeeper, controller, or accounting team already maintaining the dealership's records.
How do you work with our existing bookkeeper or accounting team?
We work alongside the existing accounting function, using the financial information it produces to improve management reporting, analyze results, develop forecasts, and help leadership make better decisions.
What financial reports and analysis do you provide?
Our work can include management financial reporting, profitability analysis, departmental and location reporting, cash flow forecasting, budget-to-actual analysis, KPI monitoring, and decision-focused reporting for ownership and leadership.
Can you help us understand profitability by department or location?
Yes. We can analyze performance across unit sales, parts, service, rentals, and individual locations to help leadership understand where profits are being generated and where attention may be needed.
Can you help with cash flow forecasting and budgeting?
Yes. We help dealerships anticipate inventory purchases, financing obligations, operating expenses, seasonal cash needs, and other major uses of cash, while building budgets and scenarios for future decisions.
Do you support multi-location dealerships?
Yes. Our advisory approach can help multi-location dealership groups compare performance by location and department while giving leadership a consolidated view of the business.
What information do you need to begin?
We typically begin by understanding how your dealership operates, how financial information is produced, which reports leadership currently uses, and the financial questions or decisions management needs help addressing.
Are you affiliated with or certified by Lightspeed?
Notion CFO & Advisors provides independent financial advisory services for dealerships that use Lightspeed DMS. We do not represent our services as an affiliation, endorsement, or certification by Lightspeed.