Accounting Plans

Simple, Transparent Plans for Every Stage of Your Trucking Business

Choose the level of support that fits your operation — from solo owner-operators to growing fleets.

Accounting That Grows With Your Business

We offer three straightforward accounting plans designed around the real needs of trucking businesses. No surprise fees, no services you do not need — just the right level of support at every stage.

Every plan includes year-round access to your dedicated accountant, trucking-specific tax expertise, and the peace of mind that comes from knowing your finances are in expert hands.

For new owner-operators getting started

Starter Plan

Everything you need to stay compliant and organized in your first years as an owner-operator. We handle the essentials so you can focus on building your business.

  • Annual tax return preparation (Schedule C or business return)
  • Quarterly estimated tax calculations
  • Form 2290 (Heavy Vehicle Use Tax) filing
  • Basic bookkeeping review
  • Email support throughout the year

Best for: Solo owner-operators, first-year truckers, part-time operators

Get Started
For established owner-operators who want more

Professional Plan

Full-service accounting for owner-operators running a serious trucking business. Monthly bookkeeping, IFTA filings, and proactive tax planning included.

  • Everything in the Starter Plan
  • Monthly bookkeeping and financial statements
  • Quarterly IFTA preparation and filing
  • Quarterly business review calls
  • Proactive tax planning and strategy
  • Per diem and expense optimization
  • Priority phone and email support

Best for: Full-time owner-operators, established single-truck operations

Get Started
For small fleets and growing trucking companies

Fleet Plan

Comprehensive accounting and advisory services for trucking companies with multiple trucks, drivers, and the complexity that comes with growth.

  • Everything in the Professional Plan
  • Payroll processing for drivers and staff
  • Multi-truck IFTA and mileage tracking
  • 1099 and W-2 preparation
  • Worker classification guidance
  • Cash flow forecasting and analysis
  • Dedicated account manager
  • Monthly strategy calls

Best for: Small fleets (2–10 trucks), growing trucking companies, carriers with employees

Get Started

Common Questions About Our Plans

Can I switch plans as my business grows?

Absolutely. We make it easy to upgrade your plan as your operation expands. Many clients start on the Starter Plan and move to Professional or Fleet as they grow.

Do you work with truckers in all 50 states?

Yes. We serve owner-operators and trucking companies across all 50 states. Multi-state tax filing and IFTA compliance are core parts of what we do.

What if I need something not listed in my plan?

We are flexible. If you need a specific service not included in your plan, we can discuss adding it. Our goal is to make sure you have exactly the support you need.

How do I get started?

Book a free 15-minute consultation. We will learn about your business, answer your questions, and recommend the right plan for your situation — no pressure, no obligation.

Not Sure Which Plan Is Right for You?

Book a free 15-minute consultation and we will help you find the perfect fit for your trucking business.

Book a Free Consultation