Financial Diagnostics Built for the Oilfield and OTR

The year 2026 is the year to gain “clarity”!

“I help trucking companies take their financial statements to the next level by applying meaningful diagnostics which in turn provides clarity, control and better decision-making that removes current and future uncertainties.

“I start where your CPA leaves off – we convert your financials into operational decisions.”

Oilfield company and OTR operators don’t fail because they can’t read financial statements.

They struggle because those statements are rarely translated into clear, actionable decisions that improve cash flow, utilization, margins, and long-term resilience.

That’s where I come in.

I go beyond Accounting … Beyond Reports … and into a Blueprint
That’s Based Upon Diagnostics That Lead to Taking Important and Relevant Action.

Your CPA ensures compliance, accuracy, and historical reporting – and that work is essential. But once the financials are complete, most oilfield operators and others are left asking the same questions:

• Which services, crews, or assets are actually profitable?
• Where is cash leaking operationally?
• How do we make smarter decisions before the next downcycle hits?
• What should we stop, fix, or double down on – now?, etc., etc. …

I bridge that gap by converting financial data into operational intelligence designed specifically for oilfield realities. I build clarity for oilfield operators, service companies, and contractors.

Oilfield Businesses Are Different.

Revenue is volatile. Utilization matters more than theory. Equipment, labor, downtime, fuel, and billing delays can make or break profitability. The same holds true for OTR companies.

My diagnostics focus on what truly drives results in the field and on the road:

• Asset and equipment performance
• Crew productivity and cost efficiency
• Job-level and customer-level profitability
• Cash flow timing and working capital stress
• Break-even analysis by service line
• Down-cycle and scale-up preparedness

No generic dashboards. No academic models. Just practical insights grounded in how transportation and oilfield companies actually operate.

You Will Move From “What Happened?” to “What Do We Do Next?”

Financial Statements Tell You What Already Happened.
I Help You Decide What Happens Next.

My process takes your existing financial data and layers it with operational context to answer critical questions such as:

• Which jobs look profitable on paper but lose money in reality?
• Where are rising costs hiding inside “normal” expenses?
• What decisions improve margins without adding risk?
• How do I prepare for volatility instead of reacting to it?

The result is clarity – clear priorities, clear trade-offs, and clear next steps.

I’m A Strategic Partner, Not Another Vendor.

I don’t replace your CPA, bookkeeper, or internal staff – I complement them. Think of me as your financial translator and strategic sounding board, helping leadership make smarter decisions with confidence.

If you’re running an oilfield company or OTR and want:

• Better operational decisions,
• Stronger cash flow control,
• Clearer insight into what truly drives profit,
• A financial lens built for real-world oilfield and transportation conditions …

… you’re in the right place. Let’s turn Your financial statements into operational decisions.

Listen – I’ve Worked with Hundreds of Owner Operators for Two Decades
in Getting Their Freight Brokerages Set Up. I’m Still Doing This …

Also, as a former CPA and long-time stock market investor, I have decades’ experience analyzing financial statements. I’m now adding these diagnostics to help owners and operators, like you, to successfully operate their trucking business. I’ve heard – and felt – all the pain points … I’ll help eliminate YOUR pain by bringing financial and operational clarity into focus …

Let’s move your business forward instead of guessing or wondering …

Allow Me to Introduce You to Your Key to Clarity and Future Survival …

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“Trucking Profits & Cash Survival Diagnostics”

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“Can you survive the next 3 to 9 months at current conditions – yes or no?”

$597 Introductory Price – $1,497 Regular Price – Diagnostic Engagement – “Power Positioning for the Future” – This is a financial stress test for owner-operators and small fleets …

Includes Reviews of:

1. Last 90 to 180 days’ revenue and major costs,
2. Copy of the most recent Federal tax return,
3. Fixed vs variable costs,
4. Break-even per mile or per operation,
5. Cash conversion cycle,
6. One 60–90 min session,
7. Clear outcome:
   Answers this question: “Can I survive the next 3 to 9 months at current conditions – yes or no?”

Ask Yourself These Questions –

• “What should the numbers look like given the decisions we’re making?”
• “Am I actually profitable per operation or per mile?”
• Which service or activity should I be focusing on? and which should I ditch?”
• “If rates stay flat for 6 months, am I dead or alive?”
• “Are there geopolitical events that may greatly impact the price of oil and other commodities?”
• “Why many trucking companies fail with full loads or full capacity”

My Bottom-Line Expertise …

“I help people in transportation understand their financial reality behind their operations – before they make expensive decisions.”

Here’s What You Get with Your Diagnostic Engagement –
“Power Positioning for the Future”

• You will answer the question: Can I survive over the next 3 to 9 months – or longer? You will provide a profile of your trucking operations,
• I’ll review YOUR financial statements for the past 90 to 180 days. (I’ll need a “good” balance sheet and profit and loss statement for each month for the past 90 to 180 days. Financial statements will be emailed to me in MSExcel form to begin the analysis).
• I’ll focus on fuel costs, insurance costs, truck payments or lease expense, salary or 1099 costs, average repairs and maintenance costs, factoring terms (if applicable), cash burn/cushion,
• You receive a summary report on your major direct (variable) and indirect (fixed) expenses,
• You receive a summary report on your break-even points,
• I’ll look at your invoicing and cash cycle,
• We’ll meet in person (if feasible) or via Zoom for a 60-90 minute session,
• In one session, you’ll know whether your operation is actually profitable per mile or per operation, how long your cash will last at current rates, and what decisions matter most over the next 90–180 days,
• You receive a 2-3 page written summary on several priority actions and what to ignore for now,
• You’ll have options to continue with either a monthly or quarterly service,
• Note: break-even analysis can be done for dollars, units of activity or personnel … and can provide insight on adding (or modifying) services, equipment or personnel …

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Not Ready to Jump into Your Diagnostic Analysis? Order This Free Report …

“7 Essential Steps to Build a Highly Successful Trucking Business” Download Now

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Back to the Diagnostics Analysis …

Who This Is For and Not For:

This Is For:

• Owner-operators,
• Small fleets (up to ~25 trucks),
• People who already feel financial pressure or lack certainty …

This Is NOT For:

• Brand-new MCs,
• People “just curious”,
• Anyone who won’t share real numbers …

Lastly … this is NOT

• Bookkeeping clean-up,
• Income or payroll tax preparation,
• Load sourcing,
• Dispatcher work,
• On-going consulting

Many trucking businesses don’t actually know their real cost per mile or per job nor which activities are most “profitable’ – they’re guessing. I offer a one-time financial stress test. We look at your last few months, calculate your true break-even and provide other helpful information and I tell you – very plainly – whether your operation survives the next three to six months or so at current rates. No ongoing commitment. Just clarity.

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If you have any questions, please call me at 915-526-5252 (Cell), Or

Click Here To Send Me an Email