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Owner-operated Texas freight brokerages, generally 12–36 months after receiving authority, without dedicated finance staff. We start with one legal entity and USD books. Load volume, record quality, factoring, and ledger/TMS compatibility are confirmed during the fit review.

Yes, when used, applicable factoring reconciliation belongs in the agreed scope. We review the contract and statements, including assigned invoices, advances, fees, reserves, releases, and chargebacks. We confirm that your records and complexity can be supported before engagement.

Typically: your load register, invoices and carrier bills, receipts and payment records, ledger exports, bank/card statements, and supported opening balances. If you factor, we also need the factor contract and statements. We agree a checklist for your systems. No financial documents or bank access are needed for your initial inquiry.

You provide the agreed records, clarify business facts, and make owner decisions. We handle matching, reconciliation, and book preparation. Routine questions are consolidated weekly; urgent issues are raised promptly. Onboarding and cleanup can require more involvement.

Broker Books Signature Cleanup covers up to three consecutive historical months for one agreed entity, with onboarding included. It is available on its own for $2,500, or included at no extra charge with the $2,500 two-close pilot when you enroll by October 30, 2026. Additional months, extra entities or substantial missing-record reconstruction require a separate quote before you commit.

We assess records and opening balances, reconcile agreed bank/card accounts, compare completed loads with billing and carrier obligations, review outstanding balances and applicable factoring settlements, correct supported errors, and deliver reviewed reports with an accountant handoff. The covered months, accounts and workload are written into your scope. Historical work is not billed again as a monthly service period.

Our target is within 30 calendar days after the agreed start date and confirmation of complete required records and supportable opening balances, whichever is later. We assess feasibility and confirm your calendar before accepting payment. Missing records or unresolved client decisions can change the date; we explain any delay and provide weekly progress. This is a service target, not an unconditional guarantee.

We first check your current accounting ledger and TMS/export format. Supported compatibility is confirmed during the fit review; we do not assume an integration works. Your accounting ledger remains yours, and we provide usable exports.

The monthly pilot is $1,250 for each of two consecutive service periods: $2,500 total service fees, billed in two installments. Onboarding is included. The first installment is due at the agreed pilot start and the second at the start of the second identified monthly period. We confirm your records, workload, exact periods and dates before you commit. Prices exclude any applicable tax and your existing ledger/TMS subscriptions; your quote states the full charge.

New eligible clients must have an accepted scope, a signed two-close pilot agreement and the first $1,250 installment paid by October 30, 2026 at 11:59 p.m. Central. A call booking alone does not reserve the offer. The cleanup is limited to the agreed three-month maximum; your records and our delivery capacity must support the accepted scope. No separate onboarding charge or automatic cleanup clawback applies.

Continue by agreement at $1,250 per month for the same scope, or take your accountant handoff pack and stop. Continuation is optional. You can stop future monthly periods before the next billing date. There is no automatic price jump or retroactive cleanup charge. Two closes may take more than 60 calendar days because timing depends on period ends and record readiness. Your agreement covers completed work and any unearned prepaid fees if the engagement ends early.

Money movement, tax preparation, payroll, dispute negotiation, and third-party collections are outside this offer. We identify and explain supported issues and provide follow-up templates; the owner decides how to act.