GL↗Grit & LedgerBUSINESS CONSULTINGTrucking tools

AUTHORITY, SYSTEMS & BACK OFFICE

Get rolling.
Tame the paperwork.

You bring the trucking plans. We help untangle the setup, systems, receipts, and follow-up. From your first truck to a defined project for a large fleet, get a written scope and price before paid work starts.

CHOOSE YOUR LEVEL OF SUPPORT

From the application
to the daily paperwork.

Setup projects receive a fixed quote. Ongoing work receives a monthly scope based on trucks, drivers, transactions, accounts, and coverage. Large fleets are scoped by team, terminal, or department.

One-time fixed quote

Authority application support

For a carrier that needs help organizing and completing the registration process.

  • Operation and registration review
  • USDOT and operating authority application preparation with your authorization
  • UCR registration assistance for the agreed year
  • BOC-3 process-agent and insurance-filing coordination
  • Copies of submissions, receipts, a status tracker and a written list of remaining activation steps
What this service includes Discuss this service

One-time fixed quote

Carrier launch setup

Build the paperwork and operating routines around your new authority.

  • Authority application support
  • Business formation filing assistance based on your chosen structure and state; company email setup or existing-account organization
  • Insurance quote coordination with licensed agents, where permitted and agreed in your scope
  • Applicable IRP, IFTA, state permits and 2290 coordination
  • Drug and alcohol consortium enrollment coordination and Clearinghouse setup support
  • Agreed driver qualification and vehicle file setup
  • ELD, maintenance and renewal routines; new entrant preparation checklist
  • Startup binder, missing-document list and an owner handoff session
What this service includes Discuss this service

One-time project quote

TMS & QuickBooks setup

Connect the daily work to useful records, invoices, and numbers.

  • TMS selection and configuration for the agreed operation
  • QuickBooks chart of accounts and opening-data setup
  • Receipt capture, invoice and settlement workflows
  • Truck-level reporting where the selected software supports it
  • A sample load-to-invoice and settlement test, duplicate-entry checks and an exception list
  • Staff training, user-access list, workflow guide and an agreed follow-up period
What this service includes Discuss this service

Monthly fixed quote

Bookkeeping & receipts

Get the receipts out of the cab and into organized books.

  • Receipt collection and expense categorization
  • Agreed bank and credit-card reconciliations
  • Settlement and factoring reconciliation
  • Monthly P&L, balance sheet, reconciliation results and a missing-record list
  • An agreed monthly close date, review meeting and records for your tax professional
What this service includes Discuss this service

Monthly retainer

Back-office management

Ongoing help with the work that piles up behind every load.

  • Bookkeeping and receipt workflow
  • Agreed invoice volume, processing days, aging review and routine receivables reminders
  • TMS administration and document organization
  • Renewal calendar and compliance-provider coordination
  • Monthly financial and operating reports with open items assigned to an owner
Discuss this service

Custom staffing and scope

Part-time fleet management

A defined operating role for growing fleets, terminals, or business units.

  • Named responsibilities and an agreed approval process
  • Defined hours, staffing, coverage and reporting
  • Agreed driver and vehicle records, maintenance scheduling and renewal follow-up
  • Fuel, idle-time and cost reporting; a weekly action list and management review
  • Written limits for spending, personnel, contracts and other decisions; expanded duties separately scoped
Discuss this service

A CLEAR QUOTE BEFORE YOU START

Know what you’re paying for.

Your quote identifies our service fee, outside costs, the work included, the entities, trucks, drivers, accounts, transactions and invoices covered, the delivery schedule, and the handoff or monthly reports. Additional work requires an agreed scope change.

Filing and outside costs

Government charges, UCR, process agents, insurance, plates, taxes, drug testing, consortium membership, background reports, and software subscriptions are itemized separately. Where costs are confirmed, they can be included in one written total. Nothing is described as unlimited or all-inclusive without a defined scope.

Your accounts stay yours

Use authorized service-provider access and QuickBooks invitations. Company email setup uses your recovery details and multifactor authentication, with a secure handoff or delegated access. Keep ownership of your email, TMS, bookkeeping, and registration accounts. Financial access is limited to the agreed tasks; payment and transfer authority require separate arrangements. The engagement defines confidentiality, approved recipients, access revocation and record handoff. Do not send passwords or sensitive driver records through the public inquiry form.

Clear responsibilities

We provide administrative and consulting support. Your company official completes required certifications and retains carrier responsibilities. Insurance and BOC-3 filings are coordinated with the appropriate providers. Approval and activation timing are controlled by the agencies. You choose the business structure with legal or tax advice where needed; formation help covers the agreed administrative filings. Legal representation, tax returns, payroll disbursement and payment authority are not included. Part-time support has defined coverage; emergency and after-hours responsibility must be assigned.

Drug and alcohol program needs depend on your operation. Owner-operators subject to CDL testing requirements need the appropriate consortium and Clearinghouse arrangements. Enrollment coordination is not a substitute for testing or an operating compliance program.

WHAT YOU RECEIVE

A clear handoff.
A clear monthly routine.

Each engagement identifies the records you supply, the work we perform, the reports you receive, and the decisions that stay with you.

Setup projects

Your handoff includes the agreed application records or system configuration, a documented workflow, training, and an outstanding-items list. The quote states what counts as completion and which subscriptions, filings and provider services are separate.

Recurring support

Agree receipt deadlines, statement access, invoice processing days, reporting dates and review meetings. Bookkeeping is included when specified in a back-office or management package. Your quote shows the total service scope so overlapping work is not charged twice.

Insurance quote coordination

Where permitted and included in your scope, we organize your approved business information, contact licensed agents, follow up on their written quotes, and prepare a factual quote summary with the original proposals attached. You discuss coverage and purchase directly with the licensed agent.

See how it works

Large fleets are scoped by entity, terminal, department, systems and staffing needs. Driver and financial records are exchanged through the agreed secure channel after onboarding. A written authorization defines access; it does not replace professional licensing requirements.

INSURANCE QUOTE COORDINATION

We do the legwork.
You make the call.

Starting a carrier comes with enough phone calls. We help organize the information and keep the quote requests moving. Your licensed agent handles coverage advice and the insurance transaction.

01

Get the facts together.

We gather the business, driver, vehicle, cargo, and operating details approved by you. Written authorization identifies the agents we may contact and the information we may share or receive.

02

Gather the agent’s quotes.

We send the approved information to the agreed licensed agents, request their written quotes, and follow up. Quotes go to your company email, with an authorized copy to us where arranged.

03

Put it all in one place.

You receive the agents’ original proposals, contact details, quoted prices and payment terms as supplied, plus outstanding questions. This is a factual summary, not a policy recommendation or a claim that the quotes provide equivalent coverage.

04

You choose. The agent handles coverage.

Discuss coverage, exclusions, deductibles, terms, and any changes directly with the licensed agent. You make the purchase decision, complete required signatures, and arrange payment. The licensed provider handles binding coverage and required insurance filings.

A little help with the phone tag.

Grit & Ledger provides administrative coordination, not insurance brokerage. We do not recommend policies, advise on coverage, negotiate premiums or policy terms, bind coverage, or settle claims. Availability and scope depend on applicable state requirements and the participating agency’s procedures. The number of agents contacted, follow-up period, and our administrative service fee are agreed in writing; insurance premiums are separate. Quotes and savings are not guaranteed.

Contact permission on the inquiry form is not authorization to release driver or financial records. That authorization and the secure exchange method are arranged during onboarding.

Ask about quote coordination

START WITH YOUR OPERATION

Tell me what’s already done.

Include your home state, start date, truck and driver counts, cargo, where you run, existing authority, current software, and the work you want taken off your plate. We’ll identify the remaining work and price it.

Request your service quote

Business plan writing is available as a separate service. Start the business plan intake.