🛠️ How It Works

Stress-Free Bookkeeping for Owner-Operators
We make bookkeeping simple so you can focus on the road. Here’s what to expect after you subscribe:

✅ Step 1: Subscribe & Kickoff Call

Subscribe Online
Click the Subscribe button or visit the [Services] tab. Payments are processed securely through GoPayHawk — no contracts or plan choices to worry about.

Personal Welcome Call
Within 24 hours, we’ll give you a call to:

  • Learn about your trucking business

  • Explain how the process works

  • Answer any questions

Onboarding Email
After the call, you’ll receive a welcome email with:

  • A personalized onboarding form (Word doc)

  • Step-by-step weekly instructions

  • Your private upload link

📝 No documents are required during onboarding — we keep it simple.

🗂️ Step 2: Folder Setup

Secure, Organized File System
We’ll create your personal bookkeeping folder using Microsoft 365 within 24 hours of receiving your form.

Upload Only (No Login Required)
You’ll receive a Microsoft OneDrive "Request Files" link every Monday where you can securely upload receipts and statements.

📤 Step 3: Upload Weekly Documents

What to Upload Each Week:

  • Settlement statements

  • Receipts for fuel, repairs, supplies, meals, tolls etc.

How to Upload:

  • A fresh upload link is sent every Monday

  • Snap a photo or upload PDFs — we accept all standard formats

  • No need to organize — we do that for you

Follow-Up Included:
If we don’t receive your uploads by week’s end, we’ll send a daily reminder to help keep your books current.

🧾 Step 4: Weekly Bookkeeping

What We Do:

  • Enter income and expenses in QuickBooks

  • organize receipts with settlement week

  • Confirm outside-of-settlement items via your weekly email

Your Responsibilities:

  • Upload clear and complete receipts and settlements

  • Respond to the weekly email with any expenses not notated on your settlement (repairs, supplies, meals, tolls etc.)

  • Reconcile your bank statements at the end of each month (we don’t access bank accounts)

Need Help?
We’ll reach out if anything is missing — but it’s your job to make sure all documents are submitted.

📊 Step 5: Monthly Financial Reports

Delivered Monthly via Email:

  • ✅ Profit & Loss Statement (PDF)

  • ✅ Balance Sheet (PDF)

Reports are also stored in your secure folder (viewable by our team only). If you have questions, feel free to call us during business hours.

🧮 Step 6: Tax Time Support

We’ve Got You Covered:

  • Year-end summary reports (P&L + Balance Sheet)

  • Files exported in your CPA’s preferred format

  • Optional CPA partner referral (additional fee)

We’ll Communicate with Your CPA
Need us to coordinate directly with your tax pro? Just say the word — we’re happy to help.

🔁 Bonus Services & Policies

Catch-Up Bookkeeping
Behind on your books? We’ll get you caught up — pricing is based on how far behind you are.

Cancellation Policy
We ask for just 4 weeks’ notice before ending your subscription.

Weekly Reminders
If we haven’t received your uploads, you’ll hear from us — we’ll follow up daily during the week to help keep everything on track.

🚛 Ready to Take the Load Off?

Let Big Rig Bookkeeping take care of your books — so you can stay focused on the road.

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