Truckers Complete Package

The Truckers Complete Package is designed to meet the specific financial needs of transportation companies, owner-operators, and carriers. By assisting with integrated industry-specific software and tailored financial services, this package ensures accurate invoicing, mileage tracking, fuel tracking, maintenance schedules and full tax compliance and bookkeeping service. Whether you operate a single truck or manage a fleet, this package provides scalable options to help you streamline operations, improve cash flow, and stay compliant with state and federal regulations. Select between the Single Package or the Multi Package to get the right level of support for your business.

Get personalized support to keep your finances moving in the right direction.

Transportation/Truckers Single Package

This package is tailored for transport companies and owner-operators managing 1-2 trucks. It integrates Motive software with IFTA, fuels, maintenance, mileage, and DAT to help streamline operations, manage loads effectively, and ensure accurate invoicing. The service focuses on enhancing operational efficiency and reducing errors in financial tracking and reporting.

Package Details:

• TransSoftware Service 1: We manage transport-related software integration to simplify load tracking and financial reporting.
• Service Items: Volume: 1-25 loads/month, Intake: Integrated QBO, Deposit: Bank
• Frequency: Weekly

• Bookkeeping: Monthly bookkeeping covering transactions, revenue recognition, fixed assets, sales, expenses, and reports.
• Service Items: Platform: QBO, Intake: Banking (self-service)
• Frequency: Monthly
• Delivery: Email
• Close Date: 30th/31st

• Payroll: Biweekly payroll processing for businesses with 1-15 employees.
• Service Items: Platform: QBO, Gusto, Intake: Fax/Scan, Medical platform: Standalone, Medical deductions: Invoice-based

• Bill Pay: Weekly bill payment through QBO and Bill.com for up to 15 vendors.
• Intake Method: Email
• Vendor Communications: Managed by the client

• 1099 Preparation: Quarterly and year-end 1099 preparation with W-9 gathering and vendor intake management.
• Service Items: Volume: 0-15, Platform: QBO, Gusto

• Sales Tax: Weekly collection and payment of sales tax for 1-20 transactions.
• Service Items: State agency reporting, bank deposit intake

Pricing Information:

$4,500 per month

Transportation/Truckers Multi Package

This package is designed for carriers with 2-5 trucks, integrating Alvys software with DAT, IFTA, fuels, maintenance, and mileage tracking. It focuses on managing larger volumes of loads and invoices efficiently while streamlining trucking operations and financial reporting.

Package Details:

• TransSoftware Service 2: Software management for carriers with 26-50 loads per month, ensuring accurate load tracking and financial compliance.
• Service Items: Volume: 26-50 loads/month, Intake: Integrated QBO, Deposit: Bank
• Frequency: Weekly

• Bookkeeping: Monthly bookkeeping covering transactions, revenue recognition, fixed assets, sales, expenses, and reports.
• Service Items: Platform: QBO, Intake: Banking (self-service)
• Frequency: Monthly
• Delivery: Email
• Close Date: 30th/31st

• Payroll: Biweekly payroll processing for businesses with 16-20 employees
• Service Items: Platform: QBO, Gusto, Intake: Fax/Scan, Medical platform: Standalone, Medical deductions: Invoice-based

• Bill Pay: Weekly bill payment through QBO and Bill.com for up to 20 vendors.
• Intake Method: Email
• Vendor Communications: Managed by the client

• 1099 Preparation: Quarterly and year-end 1099 preparation with W-9 gathering and vendor intake management.
• Service Items: Volume: 0-20, Platform: QBO, Gusto

• Sales Tax: Weekly collection and payment of sales tax for 21-30 transactions.
• Service Items: State agency reporting, bank deposit intake

Pricing Information:

$6,500 per month