Your Financial Partner on the Road

Specialized accounting for owner-operators and small fleets.

Our services are built to help transportation businesses improve financial accuracy, stay compliant, and make better decisions over time. Depending on your needs, support may include ongoing bookkeeping, monthly financial reporting, cost-per-mile tracking, IFTA- ready financial organization, and higher-level advisory guidance. We also support clients who need help cleaning up past bookkeeping issues, strengthening internal financial processes, preparing for tax season, or building better visibility into operating costs and overall performance.

Who we serve

  • Owner-operators seeking true cost-per-mile clarity
  • Small fleets needing consistent, accurate monthly reporting
  • Transportation businesses ready to move from reactive to proactive financial management

Our commitment

We do the hard work so you can focus on the road. Clean books. Clear numbers. Confidence in your finances, mile after mile.

Is financial paperwork your biggest detour?

· “IFTA filings are complex and stressful—I’m worried about making a costly mistake.”
· “I’m driving blind without knowing my true cost-per-mile or which lanes are most profitable.”
· “I’m probably missing key deductions like per diem, but tax rules for truckers are confusing.”
· “Between logs, maintenance, and invoices, the back-office work never ends.”

Service overview:

Tier 1 supports clean, consistent bookkeeping.
Tier 2 adds higher- touch advisory support.
À la carte services provide targeted help for specific needs.

Financial Compliance & Core Accounting - Tier 1

Designed for owner-operators and small fleets that need clean, consistent books and dependable monthly reporting.

Includes: Full-cycle bookkeeping, account reconciliations, monthly financial statements, cost-per-mile tracking, IFTA-ready financial organization, year-end tax support, and a quarterly CPA check-in. Investment: Custom-quoted based on fleet size and complexity.

Deposit: 50% of the first month to begin. Monthly retainer for clean, reliable books

Best for: Owner-operators and small fleets (1–10 trucks) that need accurate, consistent
bookkeeping without the complexity of advanced advisory support.

Tier 2: Standard Advisory Package

Built for growing fleets that want more proactive financial guidance and stronger visibility into performance.

Includes: Everything in Tier 1, plus monthly performance analysis, basic tax planning, software management, direct advisory access, driver settlements and payroll support
when applicable, and detailed fuel tax tracking by state.
Investment: Custom-quoted based on fleet size and complexity.

Deposit: 50% of the first month to begin.
Higher-touch retainer for proactive financial management

Best for: Growing fleets (10–30 trucks) ready to move from reactive bookkeeping to
proactive financial management.

À La Carte & Ancillary Services

Targeted support for businesses that need help with a specific financial or compliance issue without an ongoing retainer.

  •  1040 and business tax planning
  • IFTA and fuel tax advisory
  •  Payroll processing
  • Cash-flow forecasting
  • CFO advisory
  • Specialized compliance reviews, including DOT and FMCSA support


Pricing:
Custom-quoted based on scope and complexity. On-demand services—no retainer required.

Additional Service Opportunities

  • Focused support for onboarding, cleanup, periodic compliance review, and year-end preparation.
  • Onboarding and setup support for new clients who need past books cleaned up
    and systems established
  • Quarterly IFTA audits to review fuel and mileage records for compliance
  • Year-end tax planning sprint for businesses preparing for tax filing season

The Fleet Command

We act as your part-time CFO and strategic command center. We provide data-driven insights and roadmap to scale your fleet with confidence, optimize your cash flow, and build tangible wealth beyond the wheel.
  • Everything in Tier 2)
  • Quarterly Strategic Planning Sessions
  • Profitability Analysis (Everything in "Profitability Lane")
  • Advanced, Multi-Truck Financial Forecasting & Budgeting
  • Per-Truck Profitability Analysis
  • Quarterly "Strategic Planning Sessions (Cash flow strategy, fleet expansion models, exit planning), set goals and strategy.

Ready to boost your profit per mile?

Tell us a little about your business and the support you are looking for. This section should function as an online intake form so prospective clients can request a free 15- minute consultation, share their needs, and give your team the information needed to follow up with the right next steps.