Know their numbers.
Help them plan what’s next.
Bring fuel-price expertise into your client reviews, while your firm keeps the advisory relationship.
Discuss a client’s fuel costsBring the fuel story into the client review.
Client workpapers
Illustrative client fileRegional carrierFuel cash review
Hedjee · fuel protection
Protection statement
May 9, 2022
Cash received$21,406
- Protection period
- Feb 7 – May 2
- Protected fuel
- 30,000 gal
- Payment date
- May 9, 2022
Net cash out through May 9Supplier bills + premium − protection received
$123,600Ukraine war March 2022
Historical prices · modeled cash movements
You keep the client relationship.
Bring a fuel specialist to the table.
Use the review to start a practical conversation. Hedjee explains the protection; your firm keeps the books, tax work and IFTA reporting.
Discuss a client’s fuel costsSource & example terms
EIA Gulf Coast weekly prices, February 7–May 2, 2022. Equal weekly purchases, 12¢/gal above the reference. Illustrative protection: 30,000 gallons, $3.88 threshold, $1/gal payout limit and 12¢/gal premium. Payment shown May 9. Cash movements only; no accounting or tax treatment is assigned. Fuel receipts and IFTA records remain separate.
EIA observations ↗Bring a client.
We’ll explain the fuel side.
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