River Edge Advisors provides outsourced accounting and fractional CFO services for logistics companies nationwide, including trucking fleets, freight brokers, 3PL and warehousing operators: monthly close, margin by customer and lane, cost per mile, receivables and factoring reconciliation, cash forecasting and lender reporting, from a CPA-led team of 75+.
Logistics companies that run on thin margins
- Trucking fleets tracking driver pay, fuel, maintenance, insurance and equipment financing across tractors and trailers.
- Freight brokers who need to match every customer invoice to its carrier payment and know the margin on each load.
- 3PL, warehousing and fulfillment operators billing storage, handling and transportation on different terms.
- Last-mile and courier companies with high volumes of small invoices, contractor drivers and route-level costs.
What River Edge does for logistics companies
Monthly bookkeeping and close
Bank, card, fuel card and factoring accounts reconciled, accruals for loads delivered but not yet billed, and books final on a fixed date.
Margin by customer, lane and load
Revenue matched to direct costs (carrier pay, driver pay, fuel, tolls) so you can see which customers and lanes make money and which don't.
Receivables, factoring and collections
Invoicing and collections managed, factored invoices, reserves and fees reconciled, and aging reviewed every month.
Accounts payable and carrier payments
Carrier, vendor and maintenance bills paid accurately and on schedule, with duplicate and unbilled-load checks.
Cash forecasting and lender reporting
A weekly cash view through fuel and payroll cycles, plus reporting for equipment lenders and credit lines.
Fractional CFO
Pricing and rate analysis, fleet and equipment decisions, budgets and a senior partner for growth, acquisitions or a sale.
The numbers a logistics owner should see every month
- Operating ratio. Operating expenses as a share of revenue; the closer to 100 percent, the thinner the cushion.
- Revenue and cost per mile. For fleets: what each mile earns and what it costs once fuel, driver pay, maintenance and insurance are counted.
- Gross margin per load and by customer. For brokers: what is left after the carrier is paid.
- Empty miles. Miles driven without a paying load, which carry cost and no revenue.
- Days sales outstanding. How long customers take to pay, before and after factoring.
- Fuel surcharge recovery. How much of fuel cost is actually billed back to customers.
What this looks like in practice
A nine-point margin improvement
A logistics company engaged River Edge Advisors to handle its accounting and reporting. The company raised its margin by 9 points.
Read the case study →Margin in a logistics business moves with labor, fuel, equipment and how customers and lanes are priced, and an owner can only manage what the reporting shows clearly and on time. Accurate monthly accounting and reporting is where every margin conversation starts.
A finance team, not just a bookkeeper
Logistics owners usually compare four ways to cover finance.
| River Edge fractional CFO team | Solo fractional CFO | Bookkeeping-only service | Full-time CFO hire | |
|---|---|---|---|---|
| Who does the work | A CPA-led team: CFO, controller and accounting staff | One senior person | Bookkeepers, often working from software rules | One executive, who still needs a team under them |
| Monthly close and reconciliations | Done by the team, on a fixed date | Usually left to your bookkeeper | Yes, transaction-level | Managed by the CFO, done by staff you hire |
| Forecasting, board and lender reporting | Included, built on books the same team closed | Yes | Limited or none | Yes |
| AP, AR and payroll management | Available in the same engagement | No | Sometimes | Needs more hires |
| Coverage when someone is out | A team of 75+ behind your account | Depends on one person | Varies | Depends on one person |
| Industry depth | Healthcare, real estate, MCA and alternative lending, logistics, tech | Varies by individual | Generalist | Varies by hire |
| Commitment | A monthly engagement sized to the work | Part-time contract | Monthly subscription | Salary, benefits and a search |
A comparison by model, not by firm: every option has its place. The River Edge model fits companies that want senior finance judgment and the people who do the daily work, in one engagement, without building a department.
Three steps, no rebuild required
- Free review of last month's books. Send us last month's financials. We walk you through what stands out: unbilled loads, unreconciled factoring, costs in the wrong place, and where margin is leaking.
- Cleanup and setup. If the history needs work, we catch up and correct it, set up the chart of accounts and reporting around how your business actually runs, and fix the close calendar.
- Monthly rhythm. Books closed on a fixed date, a reporting package you can act on, and fractional CFO time for planning, lenders, investors and the board as you need it.
Questions owners ask
Do you work with trucking companies and freight brokers?
Yes. River Edge Advisors provides accounting and fractional CFO services for trucking fleets, freight brokers, 3PL and warehousing operators and other logistics companies.
Can you show our margin by customer or lane?
Yes. We match revenue to direct costs such as carrier pay, driver pay and fuel, so you see margin by customer, lane and load as part of the monthly reporting.
Can you reconcile factoring accounts?
Yes. We reconcile factored invoices, advances, reserves and fees each month so receivables and cash on the balance sheet are accurate.
Do you handle IFTA or fuel tax filings?
No. We keep fuel and mileage records organized in the books for whoever prepares those filings. River Edge focuses on accounting, reporting and CFO work.
Do you work with logistics companies outside New York?
Yes. River Edge Advisors is based in Cedarhurst, New York, and works with logistics companies nationwide.
How do we get started?
Request a free review of last month's books. We will walk you through what stands out and what we would fix first, with no obligation.
Find out where your margin is going
Send us last month's books. We'll walk you through what stands out: margin by customer, unbilled loads, and what we'd fix first.
- → Tell us about your business and the questions you want to answer.
- → We discuss what we see: where cash is going, what doesn't tie, what we'd fix first.
- → A follow-up conversation to walk through it. No obligation either way.