Financial Benchmarking

Is your business as strong as it should be?
Here’s how you find out.
  • Benchmarked to 100s of dealers
  • Identify Opportunities and Threats
  • Concrete Suggestions for Improvement
  • Introduction to The VITAL Method
  • Learn More…

Available Member Benefits

VITAL Concierge

Quick answers and guidance from your exclusive VITAL liasion to support your top business needs

Success Team

Solve your biggest challenges with a dedicated three-person VITAL team who knows your business inside and out

24/7 Learning Portal

Lean on 50+ hours of curated Business Excellence training, webinars, and best practices in our secure online learning portal

Resource Knowledgebase

Dive into 15+ years of CI experience to get the right answer fast. We know what works and what doesn't...and we've documented it all for you

Private VITAL Slack Group

Collaborate in a supportive network of like-minded integrators and crowdsource the best possible answer to any problem

Monthly Coaches Notes

Sustain and expand business performance with monthly expert dashboard reviews, right in your inbox

VIP Blackbook & Discounts

Enjoy an immediate ROI on your VITAL membership with exclusive vetted resources you can trust

Fractional CFO Monthly Review

Dive into your financial metrics and budget performance each month with a Master Coach so you can see around corners and maximize outcomes

Annual Financial Planning

Set yourself up for a profitable year with an annual budget that works, guided by an expert VITAL coach

VITAL Executive Mastermind

Solve strategic problems each month with like-minded, non-competing dealers in these focused group sessions

IMPACT Speaker Series

Dive into latest business best practices and more with top experts in this quarterly, members-only webinar series

Ask The Expert Series

Advance your business goals and clarify concepts in the monthly live Q&A with a VITAL coach and QB Process Manager

One on One Coaching

Tap into expert guidance to maximize opportunities and eliminate roadblocks in these private coaching sessions

Financial Support Sessions

Meet with our Quickbooks Pros who know the industry and the VITAL method and will help optimize your financial processes

Cloud Dashboard Subscription

Access 28 CI business metrics in an easy-to-read dashboard to see how your business performs against established industry success benchmarks

Get a Custom Quote

Guiding business leaders through education, data and experience is The VITAL Method.

The VITAL Method
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