Empowering Your Finances with Expertise

Full-Service Accounting Solutions:

WealthX Accounting Services

Transportation

Related industries

WealthX offers specialized accounting services with a focus on logistics and transportation companies, as well as support for related industries requiring efficient financial management and compliance. With extensive experience in the unique financial needs of these sectors, we ensure precise, reliable service that supports business growth.

Specializing in logistics

Bookkeeping

Comprehensive management of daily financial transactions and account reconciliation

Financial Statement Preparation

Preparation of financial statements tailored for banks and lenders to facilitate financing and loan applications

Payroll Services

Full payroll processing, including direct deposits, tax deductions, and compliance reporting

Accounts Receivable (AR) and Collections

Handling collections, including managing short payments, bond claims, and other collection processes

Tax Preparation and Filing

Preparation and filing of 1099 and 1096 forms to meet federal and state requirements

Accounting Department Structuring

Developing a streamlined accounting department structure and establishing effective communication channels

Articles of Incorporation and BOI Filing

Assistance with Articles of Incorporation filing and Beneficial Ownership Information (BOI) filing for regulatory compliance

Staff Training

Providing training to staff for enhanced efficiency in accounting practices and compliance procedures

About Me

Let’s make your accounting as efficient as your logistics!

I’m Anastasiia, founder of WealthX, with over 12 years in logistics accounting.

At WealthX, I don’t just handle numbers, I help businesses thrive by managing everything from payroll to financial statements with precision and care. My goal is to be a trusted, proactive partner, bringing insights that simplify your operations and support your growth.

I’ve worked across roles—from logistics coordinator to accounting manager—gaining the hands-on expertise needed to streamline financial operations in the logistics industry.

“Working with WealthX has transformed our financial operations. Anastasiia’s expertise in logistics accounting means she truly understands our business. From handling payroll to tax prep, everything is seamless, accurate, and stress-free. We can’t imagine running things without her support!”

Amanda Peterson

Logistics Company Owner

“Anastasiia is the partner every logistics company needs. Her proactive approach to accounting and thorough understanding of our industry have been game-changers. She catches issues before they become problems and gives us confidence in our financial decisions.”

Jenny King

Transportation Fleet Manager

“WealthX goes beyond accounting; it’s like having an in-house financial expert who’s invested in our success. Anastasiia's insights into AR, collections, and tax compliance have helped us optimize our cash flow and stay fully compliant. Highly recommend!”

John Bells

Operations Director, Logistics Firm

Contacts

Feel free to contact us for any business, or personal inquiries:

Contacts

+12244041063moc.liamg%40cllxhtlaew