FINANCIAL SERVICES BUILT FOR THE ROAD
Every service we offer is designed specifically for owner-operators. No generic accounting. No guesswork. Just clear financials so you can run a profitable trucking business.
QuickBooks Setup
Get your books right from day one
We configure QuickBooks Online specifically for trucking operations — not a generic small business setup. You'll have a chart of accounts built for your industry, IFTA tracking, fuel expense categories, per diem setup, and load income tracking from day one.
- Trucking-specific chart of accounts
- IFTA mileage & fuel tracking setup
- Per diem & driver expense categories
- Load income & dispatch integration
- Bank & fuel card connections
- 1-on-1 training walkthrough
Monthly Bookkeeping
Your books handled every month
We take bookkeeping completely off your plate. Every month your transactions are categorized, reconciled, and organized so your books are always clean, your taxes are always ready, and you always know where your money stands.
- Monthly transaction categorization
- Bank & fuel card reconciliation
- Profit & loss reporting
- Quarterly IFTA report prep
- Year-end tax-ready financials
- Monthly financial summary call
CFO Advisory
Strategic guidance to grow your business
Go beyond bookkeeping with a fractional CFO who understands the trucking industry. We help you price loads profitably, plan for taxes, structure your business correctly, and build a financial strategy that keeps you moving forward.
- Load profitability analysis
- Owner-operator tax strategy
- Business structure & entity advice
- Cash flow planning & forecasting
- Fuel surcharge & rate strategy
- Monthly CFO strategy sessions
WE KNOW TRUCKING FINANCES INSIDE AND OUT
IFTA Filing
Quarterly fuel tax reporting done right — no penalties, no stress.
Per Diem Deductions
Maximize your per diem write-offs the legal way, every year.
Fuel Tax Credits
Identify and capture every fuel deduction you're entitled to.
Owner-Operator Taxes
Self-employment tax strategy built for the trucking lifestyle.
Load Pricing
Know your cost-per-mile so you never haul a losing load again.
Business Structure
LLC, S-Corp, or sole prop — we help you choose and set it up right.
NOT SURE WHICH SERVICE YOU NEED?
Book a free 30-minute call. We'll look at your situation and tell you exactly what makes sense — no pressure, no upsell.
Free consultation. No obligation.