Bookkeeping for Roofing Businesses & Contractors

Know the True Profit on Every Job, From Shingles to Labor.

Stop letting complex job costs and unpredictable payment schedules hurt your bottom line. We provide professional bookkeeping services tailored to the unique demands of the roofing industry. From managing material deposits to tracking payments from insurance claims, we handle the financials so you can focus on your crew and your customers.

Is This Your Roofing Business?

Paying for materials and shingles long before you receive the final payment for a job?
Unsure of your true labor costs, especially with subcontractors?
Struggling to track and reconcile payments from homeowners versus insurance companies?
Leaving money on the table due to un-billed change orders or supplemental claims?
Your current bookkeeper has no idea how to handle retainage, deposits, or job costing.
Lacking clear financial data for key strategic decisions?

The Financial Foundation for a Top-Tier Roofing Company

Precise Job Costing & Financial Reporting

We track every expense against each project—shingles, underlayment, labor, dump fees, and permits—so you can see your exact profit margin and create more accurate bids.

Insurance & Payment Management

We specialize in the complex payment flows of the roofing industry, helping you track homeowner deductibles, insurance claim payments, and supplemental checks with clarity.

Proactive Cash Flow Planning

Receive clear financial reports that help you manage large upfront material deposits and navigate the payment cycles of insurance work, ensuring you always have the cash you need.

Let's Grow Your Roofing Business Together

An Accounting Partner Who Knows the Roofing Industry

Generic Bookkeeping Solutions...

Historical reports of what has happened.
A focus on basic compliance and data entry.
A reactive, year-end relationship.
A generic Chart of Accounts that misses key roofing expenses.
Confusion when dealing with complex insurance claim payments and deductibles.
No clear way to track large upfront material deposits and supplier credits against a job.
Is unavailable for strategic questions about your business.
Delivers late or confusing reports that create more questions than answers.
An inability to calculate the true profit on a completed roof.

Partnering With A Business Manager...

A forward-looking roadmap for what will happen.
A focus on your growth, profitability, and cash flow.
A proactive, year-round strategic partnership.
A customized Chart of Accounts built for roofers.
Expertise in reconciling payments from homeowners & insurance companies.
Systems to manage material deposits and track supplier credits accurately.
A dedicated partner for ongoing financial strategy and guidance.
Clear, comprehensive, on-time reports you can actually use to make smart decisions.
Detailed profitability reports for every single job you complete.

Take The Next Step For Growth

Your Questions, Answered.

My books are several months behind and a total mess. Can you still help?

Answer: Absolutely. This is a very common situation, and it’s one of our specialties. Our first step for many new clients is a one-time cleanup and reconciliation project. We’ll work with you to gather the necessary documents and systematically get your books accurate and up-to-date. This process provides a clean, reliable foundation for us to build upon for your ongoing monthly service. that accurate historical data to help you build the future. We focus on forward-looking activities: strategic planning, financial forecasting, cash flow management, and KPI analysis. We partner with you month-to-month to make smarter decisions that drive growth and profitability. Our service acts as the strategic layer on top of a solid accounting foundation.

Do you offer other services besides bookkeeping, like payroll or bill pay?

Answer: Yes, we do. Our goal is to be your complete financial back office. In addition to our core bookkeeping service, we offer a full suite of solutions including:

Payroll Processing
Accounts Payable (Bill Pay) Management
Accounts Receivable (Invoicing & Collections)
Sales Tax Filing
1099 Preparation & Filing

We can create a custom package that bundles these services for seamless financial management.

My spouse (or office manager) handles the books now. Why should I switch to a professional service?

Answer: It’s great to have a trusted person handling the books. We often partner with businesses looking to take the next step in their financial management. The key difference is specialization and leverage. Our team consists of dedicated professionals with deep expertise specifically in the Roofing industry.

We bring advanced processes to provide deeper insights into job costing and profitability that a generalist may not see. This also frees up you or your team member from tedious financial tasks, allowing them to focus on higher-impact areas like customer service, dispatching, or sales.

What does the onboarding process look like?

Answer: Our onboarding process is designed to be seamless for you. We handle all the heavy lifting. It’s a structured, three-step process:

Secure Kick-off: We securely connect to your existing financial systems and accounts.
Historical Review: Our team performs a thorough review of your past financials to build a clean foundation.
Roadmap Session: We meet with you to present our initial findings and collaboratively build your strategic financial roadmap for the next 12 months.

How much of my time will be required each month?

Answer: Our service is designed to save you time, not create more work for you. Your required time commitment is minimal. Typically, it consists of one primary strategy meeting with us per month to review your performance and discuss key decisions. We handle all the analysis, reporting, and financial management in the background, freeing you up to focus on leading your team and growing your business.

How do you ensure my sensitive financial data is secure?

Answer: We take the security and confidentiality of your financial data with the utmost seriousness. All of your information is managed through a secure, encrypted client portal with bank-level (256-bit AES) security. Our team follows strict internal protocols to ensure that only authorized personnel have access to your data, giving you complete peace of mind.

How do I get all my receipts, bills, and other documents to you?

Answer: We make it simple and paperless. Our system is built around modern, cloud-based tools. You’ll have access to a dedicated portal to upload any digital documents like bills or bank statements. We handle the rest, eliminating the need for you to ever deal with messy shoeboxes of paperwork again.

Who from your team will I be working with?

Answer: You will be assigned a dedicated Account Manager (our entire team is based in the US) who will be your primary point of contact. That person will get to know you and your business intimately. They are supported by our in-house team of professional bookkeepers who work together on your account. This team-based approach ensures you always have a knowledgeable expert available to answer your questions promptly.

Is there a long-term contract or a setup fee?

Answer: There are no setup fees for our standard monthly bookkeeping services. We believe in earning your business every single month, so we do not lock you into a long-term contract. Our service is a month-to-month subscription that you can cancel at any time with 30 days’ notice. We’re confident that the value and clarity we provide will make you a long-term partner.

How do you handle payments from insurance claims?

Answer: We are very experienced with the insurance claim process. We set up systems to track the initial claim amount, any supplemental payments, the homeowner’s deductible, and the final payment separately, ensuring every dollar is accounted for accurately.

Can you help us track costs for different types of roofing materials (asphalt, metal, etc.)?

Answer: Yes. Our job costing system is designed to track material costs with high specificity. We can create reports showing you the profitability of different job types based on the materials used, helping you optimize your business strategy.

A Strategic Partnership for Every Stage of Growth

The Scaling Business

You have traction and are focused on rapid growth. You need to build a professional financial infrastructure to manage cash flow, report to investors or lenders, and build scalable systems for the future.

The Established Company

You have consistent revenue but need to optimize for profitability. You need to improve departmental budgeting, analyze new market opportunities, and ensure your financial strategy can support long-term, sustainable growth.

The Visionary Leader

You're an expert in your field, but not in finance. You need to delegate the financial complexity to a trusted partner so you can get out of the weeds and focus on leading your team, serving your clients, and driving the vision.

Your Complete Financial Leadership Solution.

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Have Questions? Get Them Answered In Your Free Strategy Call

We Use The Technology You Use

What Makes Us Different?

What makes our bookkeeping service different than others? A team with extensive multi-industry experience. A dedicated team approach and a technology-oriented focus set us apart from the rest.

Our Bookkeeping Services Will Exceed Your Expectations

We offer several bookkeeping service plans with price points that work in all growth stages. All plans include monthly accounting, bookkeeping, and detailed financial reporting that will help your business grow.