RUNNING A FEDEX BUSINESS?
Monthly CFO, Accounting & Tax for FedEx Contractors
Your books, your route economics and your tax return should all tell the same story. We close your books every month, build the reporting a FedEx operator actually needs, and prepare the tax returns from the numbers we keep.
Built for FedEx P&D and Linehaul owners. Fixed fees. Confidential.
Business tax and CFO services run on books we keep. Every business client starts on Foundation, so the numbers behind your returns and your decisions are ones we closed ourselves.
Start With Books That Are Right
One door in, whether you are new or established
New Contractor Launch
Starting a new CSA • Just closed on a route
Build the books correctly from day one so there is never catch-up work: QuickBooks on the FedEx chart of accounts, settlement mapping, opening balance sheet, and truck-by-truck asset and loan schedules.
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Essentials: core QuickBooks build
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Plus: adds entity consult, S-election filing, payroll mapping and first close walk-through
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Complete: adds closing statement booking, second entity, lender reporting and a 13-week cash flow
Typical Fee Range: $1,500–$4,000
Free when you sign on for Growth or Strategic.
Free Diagnostic & Books Onboarding
Existing contractors
We start with a free diagnostic: your last return, trailing-12 P&L, bank and settlement statements, and a read-only look at your QuickBooks file. You get a records-condition rating and a fixed-fee proposal.
Onboarding then remaps your chart of accounts to the FedEx structure, cleans up the books, enters any unbooked months and converts you from QBD, Xero or spreadsheets if needed.
Diagnostic: Free
Onboarding Fee Range: $0–$2,500 + catch-up months
Setup is free when you sign on for Growth or Strategic.
Free setup terms. Setup is free when you sign on for Growth or Strategic. If you move to Foundation or leave within 12 months, the setup fee we waived becomes due. Catching up months that were never booked is billed separately.
Choose Your Level of Support
Monthly Accounting & CFO
One financial system underneath, three levels of thinking on top. Foundation is the starting point: clean, closed books. Growth adds controller review and the CFO reporting most FedEx operators need to run the business. Strategic is the full monthly CFO relationship. If you carry debt, report to a lender or run more than one CSA, Growth or Strategic is usually the right fit.
Strategic
The full monthly CFO
$2,300–$4,140
per month
Fastest close, weekly route reporting, 13-week cash flow, budget, scenarios and a direct line to Kevin.
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Included in every plan:
Monthly reconciliation and close of all balance sheet accounts; FedEx settlement mapping and annual 1099-to-sales tie-out; depreciation, amortization, insurance allocation and loan schedules; monthly management-use financial statements; QuickBooks subscription at partner pricing; unlimited ad hoc questions.
How your fixed monthly fee is determined:
Ranges reflect operations of 1–60 routes. Your fixed fee depends on the routes you run on a normal weekday (each linehaul run counts as 4 P&D routes). Over 60 routes is quoted individually. Includes bank and card accounts (2 / 4 / 6), with additional accounts, CSAs and entities priced separately.
Management-use statements only. No audit, review or compilation report. Monthly fees are billed by ACH, timed to your FedEx settlement cycle.
What a FedEx CFO Actually Delivers
Reports built around how your business really runs
Route Performance Report
Revenue, cost and margin per route per day, built from FedEx performance files and QuickBooks. Exceptions are flagged and rural and city routes are shown separately.
DSCR & Debt Monitoring
Debt-service coverage every month. At Strategic, covenant tracking and a lender-ready reporting package.
13-Week Cash Flow
A cash forecast tied to settlement timing, payroll and loan payments, so you see a tight week before it arrives.
KPI Dashboard
Revenue per route and stop, labor percentage, fleet cost, cash and DSCR on one page.
Budget, Scenarios & Fleet Plan
An annual budget by month and location, models for a volume drop, rate change, new CSA or route purchase, and a truck-by-truck replacement and financing plan.
Ready When You Buy Again
Acquisition modeling at Strategic ties directly to our FedEx Acquisition Advisory, so growth decisions use numbers we already trust.
See Acquisition Advisory →
Tax Built From Books We Close
Returns, projections and planning for FedEx owners
A return reports what already happened. Planning works on what is still in your control. Because we keep your books all year, there is no year-end scramble and no surprises at filing.
Your Business Return, Done Right
Business Return Package
1120-S, 1065 and 1120 returns with truck-by-truck depreciation including bonus and §179 elections, FedEx 1099-NEC tie-out to booked sales, and mid-year and year-end tax projections with an annual tax consultation. Priced by company size, with additions for special circumstances such as an acquisition or route sale year, extra states or additional CSAs.
Typical Fee Range: $2,500–$4,250
Owner & Family Returns
Individual Return (1040)
Five tiers, from a simple W-2 return to a route sale year with multiple businesses, multi-state K-1s and complex basis. Federal and state returns, e-file, free extension and a prior-year comparison are included.
Typical Fee Range: $450–$2,400+
Keep More of What You Earn
Tax Planning & Strategy
A written business and personal tax plan with an ROI on every strategy, then the follow-through to make sure the savings happen: entity structure, owner compensation, depreciation timing, equipment purchases, retirement contributions and acquisition financing. Choose from three tiers, from an annual plan to quarterly implementation reviews and multi-year projections.
Typical Fee Range: $2,500–$7,500+ per year
Planning is added on top of tax preparation.
How It Works
Fixed fees. No surprises.
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How we price
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Fixed fee, quoted after your free diagnostic or a scoping call.
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Monthly fees follow the routes you run on a normal weekday.
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No payment tied to a deal closing, and no standing discounts or surprise hourly billing.
What we don’t do
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Payroll processing, payroll tax filings or employee support.
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Stand-alone or catch-up bookkeeping with no ongoing relationship.
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Audits, reviews or compilations.
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1. Free diagnostic
We review your records and route count, then quote a fixed fee, timeline and deliverables.
2. Set up the books
Launch for new contractors, or Books Onboarding for existing businesses. Free with Growth or Strategic.
3. Run monthly, file annually
We close the books, deliver your reporting, prepare your returns and plan ahead as you grow.