Strategic Financial Partners for Transportation, Logistics, and Trucking

The Best Trucking Company CFO ServicesReducing Risk | Creating Financial Clarity

At Westport Financial, we understand the unique financial demands of trucking, transportation, and final-mile delivery companies. Whether you’re running a multi-state fleet, managing independent contractors, growing dedicated routes, or overseeing warehousing and cross-dock operations, you need clear financial visibility, disciplined cash flow management, and a strategic finance partner who knows the industry inside and out.

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Why Trucking Companies Trust Westport

Our Trucking Company CFO Services are built specifically for transportation companies navigating tight margins, volatile operating costs, regulatory complexity, and rapid growth opportunities. We help you strengthen financial operations, increase profitability, and scale with confidence.

Cash acceleration strategies and billing workflow improvements.

Profitability & Cost Control

Optimize margins with strategic pricing strategies and route-level profitability.

Lease vs. buy analysis with guidance during financing.

Scalable Systems, Accounting, & Automation

Cleanup and modernization of accounting workflows that drive clarity.

Strategic CFO Advisory

Growth planning across service lines, facilities, and people operations.

Turnaround Management

Stabilize operations nearing financial collapse and restore profit.

Who We Serve in the Transportation Industry

Whether you need your books cleaned up, debt management, or finance leadership, we have you covered.

Final-mile delivery companies

Warehousing & cross-dock operators

Dedicated route carriers

Logistics brokers and dispatch-driven fleets

Equipment haulers and specialty transport providers

White-glove & home delivery providers

Common Challenges We Solve for Trucking Businesses

Trucking and logistics businesses face challenges most industries never encounter. Fuel volatility. Driver turnover. Compliance requirements. Seasonality. Cash flow constraints. High equipment costs. Complex billing rules. Multi-location operations.

Days Sales Outstanding (Aged A/R)

Improve cash flow and reduce billing lag.

Customer and Vendor Negotiations

Increase route and customer profitability.

Messy Books and Financials

Clean up books after years of data issues or growth.

Maximizing Working Capital

Manage debt, credit lines, and capital needs.

Financial Clarity

Gain clarity into operations with real-time KPIs.

Deal Support

Strengthen financial systems before or after an acquisition.

At Westport Financial, our approach to trucking company CFO services combines deep transportation industry expertise with a disciplined financial framework that strengthens cash flow, improves operational efficiency, and supports scalable growth.

We begin by cleaning up and modernizing your accounting structure to create accurate, GAAP-aligned financials you can trust. From there, we build customized dashboards and KPIs—such as cost per mile, route profitability, driver performance, and equipment ROI—so your leadership team has real-time visibility into the business.

We then implement cash-flow optimization strategies, including billing workflow improvements, fuel-cost modeling, contractor compensation analysis, and capital planning for fleet needs. To ensure long-term sustainability, we automate core accounting processes to reduce manual work by 25% or more and integrate systems across dispatch, payroll, AP/AR, and financial reporting.

Finally, we act as your strategic finance partner, guiding pricing strategy, margin improvement, service-line expansion, and long-term growth planning across final-mile delivery, trucking, courier, and warehousing operations. This holistic approach gives trucking and logistics companies the financial clarity, structure, and strategic insight needed to scale confidently.

Trucking Company CFO Services

The trucking and logistics industry is shifting toward data-driven decision-making, and Westport Financial is leading the way with AI-enabled financial management designed specifically for transportation businesses. We integrate advanced analytics, automation, and predictive modeling into your financial operations to help you run a more profitable and resilient fleet.

By centralizing data from dispatch systems, telematics, fuel cards, payroll, and accounting platforms, we transform fragmented information into actionable insights—giving you real-time visibility into route economics, driver productivity, equipment utilization, and true cost-per-mile performance.

Our AI-enhanced forecasting models identify margin leakage before it impacts profitability, predict cash flow needs more accurately, and help you adjust pricing, routing, and resource allocation proactively. From automated AP/AR workflows to machine-learning-powered KPI dashboards, we bring enterprise-level technology to small and mid-sized trucking companies without the complexity or cost of building an internal analytics team. The result is a smarter, faster, more strategic financial engine that supports growth, improves operational efficiency, and keeps your trucking business ahead of industry change.

Trucking Company CFO Services at Westport

Structured program with weekly, monthly, and quarterly action plans.

Virtual and Hybrid Environments

Financial recording and reporting, A/R, A/P, and Payroll management

Cross-functional project leadership

Maintaining relationships with banks, lenders, and investors

Strategic Planning and Execution for 3 and 5 year goals

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Business Management Check Up

Download Our New Business Checklist

Facing audits from corporate, federal, or independent sources is a daunting task for any business, big or small. Our comprehensive checklist goes beyond just financial audits, covering essential domains like Accounting, Finance, and HR. If your business faces challenges in these areas, our checklist serves as a quick guide, and we also offer specialized advisory and support services to help you navigate through them effectively.

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