Imagine feeling confident and organized with expert support that keeps finances running smoothly and maximizes profits.
Effortless deadlines
All filings and payments are handled on time, eliminating the worry of last-minute scrambling.
Clear financial insights
Clear monthly financial reports for better profitability and decision-making.
Confidence in compliance
Ensuring all licenses, tax filings, and regulations are current to avoid penalties.
Optimized tax savings
proactive tax planning ensures every deduction is maximized, keeping more money in the business.
Stop stressing about paperwork—get compliance, bookkeeping, and tax solutions that save you time!
We handle everything from compliance and bookkeeping, to tax planning and preparation, so you can focus on growing your business. Let us take the hassle off your plate and help you keep more of what you earn.
Core Financials
Ideal for business owners seeking effortless bookkeeping and tax planning for organized, efficient finances.
Core + Compliance
Ideal for businesses needing financial management and compliance, especially in regulated industries.
Core Selections
Ideal for business owners who require specialized and focused support solutions.
An Overview of Working With Us
Our strategic process empowers you to run your trucking business without the stress of disorganized finances or worrying about compliance deadlines. Your books are up-to-date, your taxes are planned and optimized, and every regulatory requirement is handled seamlessly.
Consultation
Where we determine which of our services is the best fit for your business.
Onboarding
Guarantees we provide you with personalized, efficient service.
Project Execution
This is where your brand new, stress-free systems and optimizations are built.
Delivery & Review
Ensures you have complete clarity and confidence in your financials, compliance, or project outcome.
Ongoing Support
You'll never feel left in the dark - our goal is to keep your trucking business running smoothly and stress-free
Customer testimonials
You don't have to take our word for it. Check out what real clients are saying!
Core Financials
When you sign up for Core Financials, you’ll receive:
Monthly Bookkeeping Services:
• Organized tracking of income and expenses to keep your financials up-to-date.
• Detailed profit and loss (P&L) statements to show how your business is performing.
• Reconciliation of accounts to ensure accuracy and reliability in your numbers.
Tax Planning Services:
• Quarterly strategy sessions to plan and implement tax-saving strategies.
• Proactive identification of deductions and credits to reduce your tax liabilities.
• Year-round guidance on changes in tax laws that could impact your business.
Monthly Financial Reviews:
• Regular reports and analysis to help you make smarter business decisions.
• Key performance insights tailored to trucking and logistics companies.
Ongoing Support and Communication:
• Access to financial expertise whenever questions arise.
• Email and scheduled calls to discuss financial reports or address concerns.
Business owners who want hands-off bookkeeping and tax planning, ensuring their finances are organized and tax-efficient for growth.
Core + Compliance
When you choose Core + Compliance,
you’ll receive everything from Core Financials, plus:
Compliance Management:
• Monitoring and management of licensing and permit renewals.
• Filing and record-keeping to stay DOT and FMCSA compliant.
• Guidance on regulatory changes to ensure smooth operations.
Audit-Ready Support:
• Preparation of necessary documentation for IRS or DOT audits.
• Ongoing compliance checklists to keep your business penalty-free.
Tax Filing and Compliance:
• Assistance with quarterly filings for tax season prep.
• Proactive reminders for important deadlines to avoid fines.
Businesses that need both financial management and compliance support, especially those in regulated industries like transportation
or logistics.
with tax and licensing regulations
Core Selections
When you choose Core Selections, you’ll receive tailored, one-time services such as:
Tax Preparation:
Accurate and timely preparation of your business and personal tax returns.
Compliance Assistance:
Support with licensing, permits, and regulatory filings.
Business Set-Up:
Guidance on securing your EIN, LLC, MC and DOT numbers to get your business started.
Bookkeeping Clean-Up:
One-time organization and review of past financial records.
Freight Brokering:
Assistance in finding and arranging the pick-up and delivery of loads, ensuring seamless transportation solutions.
Audit Assistance:
Expert preparation and support during IRS or DOT audits.
Business owners needing targeted support.
Ready to Save Thousands? Download our DOT Audit Compliance Checklist
Be ready for your next DOT audit with this comprehensive checklist. Covering everything from documentation to safety protocols, this guide ensures you're fully prepared and helps avoid costly penalties. A must-have for any trucking business focused on compliance!
