Monthly bookkeeping

Monthly or quarterly books in cloud software: bank reconciliations, sales tax tracking and reports you can read.

Key dates

Monthly: bank and card accounts reconciled
Quarterly: figures ready for estimated taxes and, for trucking companies, IFTA reports
Year-end: a clean file for your business return

QuickBooks Online or Xero connects to your bank, so transactions come in automatically.
Fuel, repairs, tolls and income per load are tracked per truck, so you see which routes make money.
Clean monthly books make the year-end return faster and cheaper.

Past months or years of books brought up to date and reconciled, ready for your tax return.

For employees with W-2 income and the standard deductions and credits.

For the self-employed, freelancers, contractors and drivers: your business income and expenses reported on Schedule C.

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