Data & Research12 min

Moving Company Chart of Accounts: Financial Categories Every Mover Should Track

A standardized chart of accounts for moving and storage companies. Revenue categories, cost categories, and KPIs that accountants and lenders expect.

|Trunk Research
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Why Moving Companies Need a Standardized Chart of Accounts

Most moving companies, especially those with 1 to 10 trucks, use a generic QuickBooks chart of accounts that does not reflect how the moving industry actually works. Revenue is lumped into a single line item. Labor costs are not separated by role. Marketing spend is not tracked by channel. Insurance, the third-largest expense, may be buried in a general overhead category.

This makes it nearly impossible to answer basic financial questions: What is our revenue per truck? What does it cost us to acquire a customer? Are we making money on storage or losing money? Is our packing service profitable or are we undercharging?

A moving-industry-specific chart of accounts solves these problems. It creates the visibility that operators, accountants, and lenders need to evaluate performance, identify problems, and make informed decisions. The chart below is based on industry best practices, lender expectations, and the financial categories that matter most for moving and storage companies.

Revenue Categories

Moving companies typically have 4 to 6 distinct revenue streams, each with different margins and seasonality. Tracking them separately is essential.

Local moving revenue (moves within 50 miles, billed hourly) is typically 40% to 60% of total revenue for companies without long-distance authority. Long-distance moving revenue (interstate moves, billed by weight and distance) carries higher per-move revenue but also higher costs. Storage revenue (monthly recurring fees for warehouse or container storage) is the highest-margin category and the most valued by lenders because of its recurring nature.

Packing revenue (professional packing services billed separately from the move) averages 8% to 15% of total revenue. Junk removal revenue, if offered, is a growing ancillary service with margins of 30% to 50%. Other revenue includes specialty moves (piano, hot tub, gun safe), commercial/office moving, and any third-party referral commissions.

Cost of Goods Sold (Direct Costs)

COGS for a moving company includes all costs directly tied to performing a move. These costs vary with volume: more moves mean higher COGS.

Driver and helper labor is the largest COGS component, typically 45% to 55% of revenue. This includes wages, payroll taxes, and benefits for drivers and crew members. It does not include office staff, sales, or management salaries, which belong in operating expenses.

Fuel costs average 6% to 10% of revenue. Truck maintenance and repair averages 3% to 5%. Packing supplies (boxes, tape, paper, bubble wrap) average 2% to 4%. Subcontractor costs (payments to other movers for overflow work, origin or destination agents) can be significant for companies that broker jobs.

A healthy gross margin (revenue minus COGS) for a moving company is 35% to 50%. Below 30% indicates pricing problems, labor inefficiency, or excessive subcontracting. Above 50% is rare and typically indicates the company is underinvesting in crew quality or equipment.

Operating Expenses

Operating expenses are costs required to run the business that are not directly tied to performing a specific move. These costs are relatively fixed regardless of move volume.

Insurance (BIPD, cargo, GL, workers comp, umbrella) is typically the largest operating expense, averaging 8% to 14% of revenue. Facility costs (warehouse rent, office rent, utilities) average 5% to 10%. Marketing and advertising (including lead generation, website, SEO, Google Ads, truck wraps) average 5% to 12% depending on growth stage.

Office and administrative salaries (office manager, bookkeeper, receptionist) average 4% to 8%. Sales and estimator compensation (salaries plus commissions) average 3% to 6%. Software and technology (CRM, dispatch software, GPS tracking, accounting software) average 1% to 3%.

Smaller categories include phone and internet ($200 to $500/month), uniforms and PPE ($100 to $300/month), equipment purchases and depreciation (dollies, pads, straps, ramps), professional services (accounting, legal), and licenses and permits.

A healthy operating margin (gross margin minus operating expenses) for a moving company is 8% to 18%. Companies below 5% are at risk during slow seasons. Companies above 20% are either very well run or underinvesting in growth.

Key Performance Indicators

Beyond the chart of accounts, several KPIs are essential for evaluating moving company financial health. Revenue per truck per month should average $14,000 to $20,000. Revenue per employee should average $8,000 to $12,000 per month. Cost per lead varies by channel but should average $30 to $80. Customer acquisition cost (total marketing spend divided by customers) should be $150 to $400.

Gross margin should be 35% to 50%. Operating margin should be 8% to 18%. Revenue per move should be tracked separately for local, long-distance, and commercial. Average ticket size growth is a key indicator of pricing power and upselling effectiveness.

Cash flow metrics matter more than profit metrics for moving companies because of extreme seasonality. Days of cash on hand, monthly burn rate during winter months, and peak-to-trough revenue ratio all indicate financial resilience. A company with strong profits but insufficient cash reserves can still fail during a slow spring.

Data

Chart of Accounts for Moving and Storage Companies

Account NumberAccount NameCategoryDescription% of Revenue Benchmark
4000Local Moving RevenueRevenueIntrastate moves billed hourly or flat rate35% to 55% of total revenue
4100Long-Distance Moving RevenueRevenueInterstate moves billed by weight and distance15% to 35% of total revenue
4200Storage RevenueRevenueMonthly fees for warehouse or container storage5% to 15% of total revenue
4300Packing RevenueRevenueProfessional packing services billed separately8% to 15% of total revenue
4400Junk Removal RevenueRevenueJunk hauling and disposal services0% to 10% of total revenue
4500Specialty and Other RevenueRevenuePiano moves, commercial, referral commissions2% to 8% of total revenue
5000Driver LaborCOGSWages, payroll taxes, benefits for CDL drivers18% to 25%
5100Helper/Crew LaborCOGSWages, payroll taxes for movers and packers20% to 30%
5200FuelCOGSDiesel and gasoline for fleet6% to 10%
5300Truck Maintenance and RepairCOGSScheduled maintenance, tires, repairs3% to 5%
5400Packing SuppliesCOGSBoxes, tape, paper, bubble wrap, specialty materials2% to 4%
5500Subcontractor CostsCOGSPayments to agents, overflow carriers0% to 15%
5600Equipment RentalCOGSDolly rental, shuttle truck rental, crane rental0% to 2%
6000Insurance (All Types)Operating ExpenseBIPD, cargo, GL, WC, umbrella8% to 14%
6100Facility Rent and UtilitiesOperating ExpenseWarehouse, office, electricity, water5% to 10%
6200Marketing and AdvertisingOperating ExpenseLead gen, SEO, Google Ads, print, truck wraps5% to 12%
6300Office and Admin SalariesOperating ExpenseOffice manager, bookkeeper, receptionist4% to 8%
6400Sales and Estimator CompensationOperating ExpenseSalaries plus commissions for sales roles3% to 6%
6500Software and TechnologyOperating ExpenseCRM, dispatch, GPS, accounting, website hosting1% to 3%
6600Phone and InternetOperating ExpenseOffice phones, mobile phones, internet0.5% to 1%
6700Uniforms and PPEOperating ExpenseCrew uniforms, gloves, safety equipment0.3% to 0.8%
6800Equipment DepreciationOperating ExpenseDollies, pads, straps, ramps (non-vehicle)0.5% to 1.5%
6900Vehicle Depreciation or LeaseOperating ExpenseTruck payments, depreciation on owned fleet4% to 8%
7000Professional ServicesOperating ExpenseAccounting, legal, consulting1% to 2%
7100Licenses and PermitsOperating ExpenseUSDOT, MC authority, state licenses, city permits0.3% to 0.8%
7200Training and CertificationOperating ExpenseCDL training, safety training, ProMover certification0.2% to 0.5%
7300Bad DebtOperating ExpenseUncollectable customer balances0.5% to 2%
7400Claims and Damage PayoutsOperating ExpenseCustomer damage claims paid out of pocket (below deductible)1% to 3%

Source:

Financial KPI Benchmarks for Moving Companies

KPIHealthy RangeWarning LevelHow to Calculate
Revenue per truck per month$14,000 to $20,000Below $11,000Total revenue / (number of trucks x months)
Revenue per employee per month$8,000 to $12,000Below $6,000Total revenue / (total employees x months)
Gross margin35% to 50%Below 30%(Revenue - COGS) / Revenue
Operating margin8% to 18%Below 5%(Revenue - COGS - OpEx) / Revenue
Customer acquisition cost$150 to $400Above $600Total marketing spend / number of customers
Cost per lead$30 to $80Above $120Marketing spend by channel / leads from that channel
Days of cash on hand60 to 90 daysBelow 30 daysCash balance / (annual operating expenses / 365)
Debt-to-revenue ratioBelow 0.4Above 0.6Total debt / annual revenue
Average revenue per move (local)$800 to $1,500Below $500Local revenue / number of local moves
Average revenue per move (LD)$3,500 to $6,500Below $2,500LD revenue / number of LD moves
Peak-to-trough revenue ratio2.5x to 3.5xAbove 4x (too seasonal)July revenue / January revenue
Insurance as % of revenue8% to 14%Above 16%Total insurance cost / total revenue

Source:

Sources: American Moving and Storage Association financial benchmarking surveys, QuickBooks industry templates, SBA small business financial guidelines, Trunk research database, interviews with moving industry accountants and CFOs.

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