Trucking Business QuickBooks Cleanup and Reporting
Budget: $30 – $250 USD
I’m looking for an experienced, certified QuickBooks specialist with trucking/transportation industry experience to perform a full bookkeeping cleanup and prepare 2025 financial reports for my trucking business.
Scope of Work:
1. Books Cleanup
∙ Review and reconcile all accounts
∙ Correct miscategorized transactions
∙ Reconcile bank and credit card statements
∙ Clean up chart of accounts specific to trucking operations (fuel, maintenance, IFTA, driver pay, etc.)
2. Balance Sheet
∙ Prepare accurate, current balance sheet
∙ Ensure assets, liabilities, and equity are properly stated
3. Profit & Loss Statement (P&L)
∙ Prepare detailed P&L by month and year-to-date
∙ Break down revenue streams and expense categories
4. Annual Reports
∙ Compile end-of-year financial summary
∙ Ensure reports are tax-ready and formatted for lender/investor review if needed
Requirements:
∙ QuickBooks ProAdvisor certification (please include credential in proposal)
∙ Experience with trucking, freight, or transportation industry bookkeeping
∙ Strong understanding of trucking-specific expenses (IFTA, fuel surcharge, DOT compliance costs, depreciation on trucks/trailers)
∙ Ability to work remotely via QuickBooks Online
∙ References or sample work from similar clients preferred
Details:
∙ Please state in your proposal: your certification level, years of experience, and estimated turnaround time
∙ Fixed-price bids preferred — please outline what’s included
∙ Confidentiality and accuracy are a must
To Apply:
Include in your proposal:Your QuickBooks certification
Experience with trucking/transportation clients
Scope of Work:
1. Books Cleanup
∙ Review and reconcile all accounts
∙ Correct miscategorized transactions
∙ Reconcile bank and credit card statements
∙ Clean up chart of accounts specific to trucking operations (fuel, maintenance, IFTA, driver pay, etc.)
2. Balance Sheet
∙ Prepare accurate, current balance sheet
∙ Ensure assets, liabilities, and equity are properly stated
3. Profit & Loss Statement (P&L)
∙ Prepare detailed P&L by month and year-to-date
∙ Break down revenue streams and expense categories
4. Annual Reports
∙ Compile end-of-year financial summary
∙ Ensure reports are tax-ready and formatted for lender/investor review if needed
Requirements:
∙ QuickBooks ProAdvisor certification (please include credential in proposal)
∙ Experience with trucking, freight, or transportation industry bookkeeping
∙ Strong understanding of trucking-specific expenses (IFTA, fuel surcharge, DOT compliance costs, depreciation on trucks/trailers)
∙ Ability to work remotely via QuickBooks Online
∙ References or sample work from similar clients preferred
Details:
∙ Please state in your proposal: your certification level, years of experience, and estimated turnaround time
∙ Fixed-price bids preferred — please outline what’s included
∙ Confidentiality and accuracy are a must
To Apply:
Include in your proposal:Your QuickBooks certification
Experience with trucking/transportation clients