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HELPFUL TOOLS
Click on any article to read in PDF format.
Dealer Internal Control Checklist
This helpful checklist can serve as a "wake up" call and reminder for how you can monitor and review cash and gas expenditures at your dealership. This checklist can save you money! READ MORE»
Individual Record Retention Guide
Use this helpful individual record retention guide to help you discover the various time periods you are required to maintain your personal financial records. READ MORE»
Business Record Retention Guide
This helpful business record retention guide will aide you in knowing how long you are required to maintain your business records after the fiscal year ends. READ MORE»
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About John Donaldson
John Donaldson has extensive experience serving Dealership clients in Tax, Audit, Consulting and Financial Planning. After several years with a national firm, John decided to come to Potter & Company where the firm’s size, experience with closely held companies and service offerings better matched the type of clients he serves.
John regularly writes articles for NCADA and CIADA and speaks at many convention events.
To contact John, please click here to email him, or he can be reached by phone at 704-926-3300 ext 202.
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