Books you can trust.
from $500/mo
Books closed monthly, your numbers in the Dash. You keep running payroll.
For you if you're behind, or you don't believe the numbers you have.
How advisory works for roofers
Priced to the size of your business. Books, payroll, and the Dash included.
1
We start from your real numbers
Your books, payroll, and sales brought current and live on the Dash.
2
Every fix gets a dollar value
We find where money leaks and work the fixes in order, biggest first.
3
We meet on a set schedule
Advisory sessions with the numbers in front of us both, each ending with the next move.
4
Your books come with it
Monthly books, payroll, and sales tax handled, and the Dash on your phone.
You leave your first review with a plan and a dollar figure on every fix. It's yours to keep, whether you hire us or not. If we don't think the work will pay for itself, we'll tell you before you hire us.
What it looks like in practice
The same system runs in every business we work with: clean books, the right numbers in front of the owner, and fixes made in order of dollar value. Our average client grows net profit by more than 10% in their first six months. See some of our results.
Bookkeeping for roofing companies
Books that keep up with storm season.
Insurance jobs, retail jobs, crews paid by the square, sales commissions, and checks that land months after the roof is done. We track profit by job and keep your books, payroll, and 1099s current.
Where roofing books go wrong
And how we fix each one.
Insurance money arrives late
Depreciation holdbacks and supplements come in months after the job closes, so the bank never matches the work you did.
How we fix itEvery claim tracked by job: approved, paid, held back, and what the homeowner owes, so nothing you've earned gets forgotten.
A busy year hides bad jobs
Storm season makes everything look profitable until each job is priced against materials, crew, and commission.
How we fix itJob costing on every roof, with cost per square, so you know which jobs and which prices actually paid.
Commissions nobody can check
Reps paid on contract value, collected value, or profit, and nobody's sure which number the check was based on.
How we fix itCommission reports built from reconciled job numbers, so reps and owners are looking at the same figures.
Crews and subs at 1099 time
Crews paid by the square all year, and the W-9s are missing in January.
How we fix itW-9s collected when a crew starts and payments tracked all year, so January is a report, not a hunt.
The numbers you'll watch
On your phone, in the Dash, every month.
Gross margin by job
Job revenue minus materials, crew, and commission
Shows which jobs, and which reps, make the money.
Cost per square
Materials and labor ÷ squares installed
The number your bids should start from.
Commission share
Sales commissions ÷ revenue
Shows whether the comp plan still fits your margins.
Money still owed
Insurance and homeowner balances on finished jobs
Cash you've earned and haven't collected yet.
How to get started
Step 1 of 3
A call about your business
A quick call about where the business is and what we'd fix first.
Step 2 of 3
Catch up and set up
We bring your books current and set up everything above. That is your setup fee.
Step 3 of 3
Your numbers, every month
Books closed monthly, the numbers that matter in the Dash, and someone to call who already knows them.
Pricing for roofers
Books and payroll is our pick because crew pay, commissions, and 1099s are the jobs that pile up fastest in a busy season.
The back office, handled.
from $1,000/mo
Adds payroll, commissions, 1099s, and sales tax, handled on schedule.
For you if payroll and sales tax are eating your week.
A business that pays you more and needs you less.
Priced to the size of your business
Adds bid pricing from your real cost per square, a commission plan review, and a profit plan.
For you if the business makes money, but not enough, and everything still runs through you.
You leave your first review with a plan and a dollar figure on every fix. It's yours to keep, whether you hire us or not. If we don't think the work will pay for itself, we'll tell you before you hire us.
Starting prices. Your price is set to fit your business, and you'll have it before you commit. Compare plans in detail
Common questions
Do you work with AccuLynx, JobNimbus, or Roofr?
Yes. Your job management system is the record of what you sold, and we tie it to what lands in the bank.
How do you handle insurance jobs?
We track every claim by job: what the carrier approved, what's been paid, what's held back for depreciation, and what the homeowner still owes. You see everything outstanding in one place.
Can you run commission reports?
Yes. With Books and payroll, commissions come from job numbers we've already reconciled, so reps and owners are looking at the same figures.
We need a truck or trailer financed. Can you help?
Yes. We build the loan package before you apply. See Lender-Ready Books.
Free for roofers
Let's talk about your business.
A few taps, and we call you. We text first.
Get a call