Bookkeeping for Roofers
Most roofing contractors are making decisions on financials that are wrong.
Cash-basis books that mask your real margins. A chart of accounts that lumps everything together. Zero connection between your roofing platform and your P&L. Your financials don’t tell you which job types, crews, or revenue streams actually make money — and that’s costing you real dollars. We fix all of it.
What we see with most roofing companies’ books
Insurance receivables that live in a spreadsheet, if anywhere
Recoverable depreciation, unbilled supplements, checks made out to the homeowner, adjusters who never released the final payment. Restoration AR is the largest asset on most roofers’ balance sheets and the least likely to be on it.
Crew and commission costs landing in the wrong month
Sub crews invoice after the job; commissions pay on collection. Labor and selling cost drift one to two months behind the revenue they belong to, so job margin is different every time you look at it.
No margin by retail, insurance, or commercial
One revenue line and one cost line. You cannot see that retail replacements run one margin, restoration another, and commercial a third — or that the sales rep who books the most volume is booking the least profitable work.
Storm months that look like record months
Deposits and ACV checks hit the bank and cash-basis books call it revenue. The installs, the crews, and the materials land over the next ninety days with nothing against them. You get a boom and a bust on paper, and neither one is what actually happened.
Insurance checks, crew invoices, and the storm month that wasn’t real
Insurance receivables nobody is chasing
On a restoration job the carrier pays actual cash value first and holds back recoverable depreciation until the work is complete and invoiced. Add approved supplements that were never billed and checks made out to the homeowner, and a shop can have six figures of insurance AR that exists nowhere in its books — because revenue got booked at the estimate and the rest was assumed collected.
Crew and commission costs in the wrong month
Sub crews paid by the square invoice you after the job, and get paid when the office gets to it. Sales commissions pay on collection, not on completion. So the same job shows three different margins depending on which month you look at — and the roofing platform’s job cost, built on estimates, never matched any of them.
Material cost booked when the supply house gets paid
ABC, SRS, and Beacon run on account. Squares are ordered against a job, over-orders go back for credit weeks later, and the account gets swept once or twice a month. If materials are recorded off the bank sweep instead of the vendor invoice, you cannot see gross profit by job — only a lump payment that belongs to twenty jobs across two months.
Deposits booked as revenue the day they land
A hail event books forty jobs in a week and the deposits hit the bank. On cash-basis books that is a record month. The installs happen over the next ninety days, and the labor, materials, and dumpsters land in months with no revenue against them. The owner sees a boom, then a bust, and neither number is true.
None of this is a data-entry problem — it is a reconciliation problem across your roofing platform, QuickBooks, and the bank. We close those gaps every month: insurance AR tracked claim by claim, deposits held as liabilities until the job completes, crew and commission costs accrued to the job’s month, and materials recognized from the vendor invoice. If you run ServiceTitan, the same reconciliation applies there.
Roofing bookkeeping built for operators, not tax preparers
Accrual-Basis Monthly Financials
See your true profitability every month — not a cash-basis P&L that spikes when a big insurance check clears and crashes the next week. We deliver accrual-basis financials closed within 15 business days, with revenue matched to when it was earned. This is the standard PE buyers expect, and it’s the only way to benchmark your margins accurately.
PE-Standard Chart of Accounts
Know exactly which job types and revenue streams make money — and which ones are bleeding margin. We restructure your chart of accounts to separate residential re-roofs vs. new construction vs. storm restoration vs. commercial revenue, break COGS into materials, labor, subcontractors, and equipment, and deliver department-level P&Ls. This is the same structure used by PE-backed platforms and the standard top industry coaching groups build to.
Roofing Platform ↔ QBO Integration
End the mystery of why your roofing platform and QuickBooks show different numbers. We reconcile revenue, job costing, and crew performance data from ServiceTitan, AccuLynx, or JobNimbus to your QBO general ledger every month — so your financial statements actually reflect what’s happening in the field.
Accounts Payable & Receivable
Stop losing money to missed bills, late payments, and aging receivables nobody is chasing. We handle vendor bill entry, payment tracking, aging management, and collections follow-up — so cash doesn’t leak through the cracks.
Payroll Reconciliation
See the true labor cost by department — not just total payroll. We reconcile crew pay, sales commissions, and performance bonuses to the right departments every month. When comp is allocated wrong, your department margins are wrong, and you can’t tell which crews are profitable.
Monthly Financial Package
A financial package you can actually use in your Monday meeting. P&L, balance sheet, cash flow, and a management summary that tells you what changed, why it changed, and what to do about it. Not a 30-page PDF nobody reads — a focused brief built for operators.
JobNimbus, AccuLynx, ServiceTitan, Roofr — we tie the numbers out
JobNimbus
Jobs, invoices, and payments reconciled to QuickBooks and the bank every month. Insurance claims tracked through ACV, supplements, and depreciation release.
AccuLynx
Job revenue and collections tied out to QuickBooks and the bank, with retail, insurance, and commercial work departmentalized so margin reports by job type.
ServiceTitan
Batches, exports, and the AR reconciliation tied to QuickBooks and the bank — the same monthly process we run for every ServiceTitan client.
Roofr and others
Whatever runs your jobs, the method is the same: platform to QuickBooks to bank, reconciled monthly, with deposits, claims, and crew costs landing in the right month.
We don’t just do your books — we understand your business
Built specifically for home services
We work exclusively with roofing, HVAC, plumbing, and electrical companies. We know your revenue cycles, how storm work versus retail re-roofs hits margins, and how your sales comp plans flow through the P&L. Your bookkeeper shouldn’t need a tutorial on what a supplement or an insurance claim looks like.
PE-grade financial rigor
Our team has reviewed financials on 200+ home services acquisitions. We know exactly what private equity buyers look at — and we build your books to that standard from day one, whether you plan to sell or not.
Roofing platform expertise
We’re one of the only accounting firms that actually works inside your roofing platform — whether that’s ServiceTitan, AccuLynx, or JobNimbus. We pull reporting, reconcile to QBO, and use your operational data to inform the financials — so your books and your job board tell the same story.
Bookkeeping is the foundation. When you’re ready for margin analysis by department, cash flow forecasting, comp modeling, and exit planning — see our Roofing Fractional CFO Services →
Roofing books a lender — or a buyer — takes seriously
An institutional structure from month one
Revenue departmentalized across retail replacement, insurance restoration, commercial, and repairs. Cost of goods broken out by sub crews, materials, and sales commissions. A chart of accounts that reads the same way every month, so a lender or PE analyst can follow your P&L without a translator.
A revenue mix a buyer can underwrite
Buyers discount storm-driven revenue and pay for the retail base underneath it. We separate what recurs — retail replacements, referrals, commercial maintenance — from what happened because it hailed, so your trailing-twelve-month earnings hold up under normalization. Well-run roofers keep 35–45% gross profit after crews, materials, and commissions — and buyers check.
Subcontractor compliance that survives diligence
1099s filed, certificates of insurance and workers’ comp on file for every crew, and a sub-labor cost that ties to the jobs. A workers’ comp audit exposure or a crew with no COI is the kind of thing a buyer finds in week two of diligence and prices into the offer — or walks over.
Proven under QoE scrutiny
Deferred revenue on deposits, insurance AR aging and supplements, warranty reserves, sub-labor timing — these are exactly the line items a quality-of-earnings team digs into on a roofing deal. Our clients’ financials have already held up under that diligence, because they were built to that standard before a buyer showed up.
Every point of EBITDA a buyer can’t verify is a point you don’t get paid for. If a sale is anywhere on your horizon, see how we approach exit planning for home services companies — or start with what your books need to look like before you sell your roofing business.
Frequently asked questions
See what PE-grade roofing books look like
Book a free 30-minute call. We’ll review your current financials and show you exactly what we’d change — no obligation.
Explore Our Other Services
Run ServiceTitan? Our ServiceTitan Accounting & Bookkeeping service reconciles ServiceTitan to QuickBooks for accurate roofing financials and true job-level gross margins.