Industries We Serve – Accounting, Bookkeeping & Corporate Tax

  • Our accounting, bookkeeping, and corporate tax services are designed for businesses operating in freight brokerage, transportation management, and logistics-driven environments. We understand the financial structures, compliance requirements, and cash flow challenges unique to these industries and provide systems that support accuracy, scalability, and CRA compliance.

Freight Brokerage & Transportation Management

(Non-Asset-Based)

  • Non-asset-based freight brokers and transportation managers operate without owning trucks but manage high volumes of shipper billing, carrier payments, and load-level margins. Precision in bookkeeping and tax reporting is critical to profitability and audit readiness.

    Service Provided:

    🔵 Load-level revenue and expense tracking
    🔵 Carrier settlements and broker payables
    🔵 Shipper invoicing and accounts receivable
    🔵 Margin analysis by load, lane, or customer
    🔵 Factoring and financing readiness
    🔵 GST/HST tracking and reporting
    🔵 T2 Corporate Tax Services
    🔵 CRA-compliant financial statements

Trucking Companies & Fleet Operations (Asset-Based)

  • A man analyzing transportation fleet performance reports and data on printed sheets and a computer monitor, with a semi-truck in the background.

  • Asset-based carriers and fleet operators manage trucks, drivers, fuel, maintenance, and equipment financing. Their accounting requires detailed cost tracking to measure true operating profitability.

    Service Provided:

    🔵 Fleet and equipment accounting
    🔵 Fuel, maintenance, and repair tracking
    🔵 Driver payroll and contractor settlements
    🔵 Lease, loan, and depreciation tracking
    🔵 Mileage, IFTA, and fuel tax support
    🔵 GST/HST and payroll compliance
    🔵 Corporate Tax Prep & Strategy

Owner-Operators & Small Transportation Businesses

  • Man reviewing fleet management reports and financial data at an outdoor office desk with a truck in the background.

  • Owner-operators and small carriers need simplified, reliable bookkeeping that maximizes deductions while remaining fully CRA-compliant.

    Service Provided:

    🔵 Monthly bookkeeping and expense categorization
    🔵 Vehicle, mileage, and fuel expense tracking
    🔵 GST/HST registration and filings
    🔵 Personal and corporate tax coordination
    🔵 Year-end tax planning and optimization

Logistics, Warehousing & Distribution

  • Business person reviewing reports and data on transportation fleet expenses and asset value, with a semi-truck in the background.

  • Logistics and warehousing businesses manage inventory, labor, storage contracts, and long-term customer agreements. Accurate financial reporting ensures contract profitability and cost control.

    Service Provided:

    🔵 Inventory and cost-of-goods tracking
    🔵 Contract-based revenue recognition
    🔵 Accounts receivable and payable management
    🔵 Payroll and contractor accounting
    🔵 GST/HST compliance
    🔵 Corporate Tax Prep & Reporting

Construction, Trade & Project-Based Businesses

  • Person analyzing fleet financial reports and graphs at an outdoor office workspace with a semi-truck in the background.

  • Many transportation-adjacent businesses operate on a project basis and require job costing, progress billing, and structured tax planning.

    Service Provided:

    🔵 Job and project cost tracking
    🔵 Progress billing and holdback accounting
    🔵 Subcontractor and supplier payables
    🔵 Equipment and asset depreciation
    🔵 Payroll, T4, and T4A preparation
    🔵 Corporate Tax Planning & Filing

Small & Service-Based Businesses Supporting Transportation

  • A person working with fleet management data at a desk outdoors, with a large truck and trailers in the background. The desk has documents, a calculator, a keyboard, and a computer monitor displaying graphs and charts related to fleet expenses, depreciation, and asset value.

  • We also support service-based businesses that work closely with the transportation and logistics sector, providing structured bookkeeping and proactive tax support.

    Service Provided:

    🔵 Core bookkeeping and financial management
    🔵 Accounts receivable and payable
    🔵 Payroll and contractor support
    🔵 GST/HST and CRA-ready reporting
    🔵 Corporate Tax Prep & Filing
    🔵 Financial insights for growth

Quick Overview

  • Corporate Income Tax Preparation

    Corporate Income Tax Preparation

    Corporate income tax preparation tailored to freight brokerage and transportation businesses, accounting for industry-specific revenues, expenses, and regulatory requirements.

  • Tax Planning & Strategy

    Tax Planning & Strategy

    Proactive tax planning designed to help freight and operational businesses manage tax obligations, optimize cash flow, and reduce year-end surprises.

  • GST/HST Compliance & Filing

    GST/HST Compliance & Filing

    Accurate tracking and filing of GST/HST to ensure compliance, reduce penalties, and maintain organized, audit-ready records.

  • Fuel Tax Credits & Rebates

    Fuel Tax Credits & Rebates

    Identification and preparation of eligible fuel tax credits and rebates to help reduce operating costs and improve cash flow.

  • Vehicle & Equipment Depreciation

    Vehicle & Equipment Depreciation

    Structured tracking of vehicle and equipment depreciation to support accurate financial reporting and optimized tax deductions.

  • Audit Support & CRA Representation

    Audit Support & CRA Representation

    Organized audit support and assistance with CRA inquiries, helping businesses stay compliant and confident during reviews.

  • Office desk with two computer monitors displaying financial reports and bank accounts, papers, a calculator, smartphone, coffee, pen holder with pens, and stacks of documents and coins.

    Tax Reporting & Business Insights

    Ongoing tax-focused financial reporting that provides clarity, supports planning, and helps businesses make informed decisions throughout the year.

  • Expense Review & Deduction Optimization

    Expense Review & Deduction Optimization

    Strategic review of business expenses to ensure all eligible tax deductions are properly applied, helping reduce taxable income and improve cash flow.

Why Choose Our Online Services

  • Fully online and accessible from anywhere

  • Specialized in trucking, logistics, construction, and small business

  • Focused on profitability, cash flow, and operational clarity

  • Accurate, reliable, and easy-to-understand reporting

  • Built to support growth, financing, and long-term success

Serving Edmonton and Surrounding Municipalities

  • Serving Edmonton and the surrounding region, we provide professional accounting, bookkeeping, payroll, and advisory services designed for trucking, logistics, construction, and small businesses. Submit your documents online, drop them off, or let us pick them up, and we’ll handle the rest efficiently and accurately. For businesses that need extra hands-on support, we can also provide fully managed on-site bookkeeping staff, so you get a dedicated bookkeeper without the hassle of hiring.

  • St. Albert

  • Sherwood Park

  • Leduc

  • Fort Sasckatchewan

  • Spruce Grove

  • Stony Plain

  • Beaumont

  • Millet

  • Wetaskiwin

  • Ponoka