The Challenge

A CPA firm working with freight companies and last-mile delivery startups struggled with:

• Fuel and Maintenance Tracking: Clients had inconsistent fleet expense records.
• Cash Flow Uncertainty: Invoicing delays and variable fuel costs caused client stress.
• Time-Intensive Reconciliation: CPA team spent hours cleaning driver logs and trip sheets.

Our Solution

We created a logistics-specific accounting layer:

Fleet Expense Integration

• Imported data from Motive (KeepTruckin), Fuelman, and expense cards.
• Categorized expenses by vehicle, route, and driver.

Real-Time Profitability

• Weekly reports showing profit per route/truck.
• Created AR/AP workflows for better cash management.

The Results

After just six months of working with us, the business experienced tangible improvements:

‍

Key Takeaways

• Freight companies benefit from route-level cost accounting.
• Outsourced accounting simplifies complex fuel and fleet expenses.
• CPA firms scale better with driver-level financial clarity.

‍