WHAT YOUR
TRUCKING CLIENTS
REALLY NEED
Tax Preparation is just one piece of the puzzle
Save Your Seat!
In The Next 3 Days, You Could…
- Gain the confidence to understand the transportation industry, communicate effectively with trucking clients and provide greater value beyond tax preparation.
- you'll learn the transportation industry from the inside out so you can better support, advise, and retain your trucking clients.
- Transform your tax agency as well as the business of your trucking clients!
Training Overview
What You'll Learn During The Event...
Day 1: Understand the Trucking Business
“Learn how the transportation industry really works.”
Topics could include:
✔️ How trucking companies operate
✔️ Industry terminology
✔️ The players in the industry (carriers, brokers, shippers, dispatchers)
✔️ Revenue and expenses
✔️DOT and FMCSA overview
✔️Types of trucking businesses
✔️ Common challenges trucking companies face
Day 2: Dispatch Operations
“Learn how freight moves from pickup to delivery.”
Topics could include:
✔️ The role of dispatch
✔️ Finding and booking loads
✔️ Working with brokers and shippers
✔️ Driver communication
✔️ Load planning
✔️ Managing appointments
✔️ Problem-solving on the road
✔️ Dispatch documentation and workflows
Day 3: Transportation Management Systems (TMS)
“Learn the technology that keeps trucking companies organized.”
Topics could include:
✔️ Navigating a TMS
✔️ Entering loads
✔️ Tracking shipments
✔️ Managing drivers and equipment
✔️ Customer records
✔️ Reporting
✔️ Documents and workflow management
✔️ How a TMS supports business operations
✔️ Navigating a TMS
✔️ Entering loads
✔️ Tracking shipments
✔️ Managing drivers and equipment
✔️ Customer records
✔️ Reporting
✔️ Documents and workflow management
✔️ How a TMS supports business operations
Upcoming Dates:
FAQ'S
Do you offer refunds?
Can my spouse or business partner join the training with me?
Will day 3 of the training event be a full day?
Are my results guaranteed?
OVER +300 Success Stories!
Real Women Real Results
Got More Questions?
Someone from our team will reply back to you within 48-72