Outsourced Accounting Support for a CPA Firm Managing Logistics & Freight Clients

Industry

CPA Firm (Logistics & Transportation)

Services Provided

Fuel Cost Tracking, Fleet Expense Management, Real-Time Reporting

Location

Atlanta, Georgia

Engagement Duration

Since September 2023

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:

Metric Before After
Expense Tracking Accuracy Manual and Delayed 99% by Route & Vehicle
Cash Flow Visibility Poor Weekly Forecasts Delivered
CPA Staff Time Spent 10+ hours/week Less than 2 Hours (review only)

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.

Client Testimonial

We can now advise logistics companies based on profit per mile, not gut feeling.

Managing Partner, Logistics CPA Firm

Atlanta

Outsourced Accounting for Freight & Logistics Clients

Fuel, fleet, and finances—delivered in real time.

Schedule a Free Consultation Today

Connect with Our Experts

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.