Roofing Bookkeeping
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
Cash-basis books hiding real profitability
A big insurance check clears and revenue looks great — but the materials were purchased weeks ago, the crew was paid last period, and the sub invoice hasn’t come in yet. Cash-basis accounting masks your true margins and makes it impossible to compare yourself to industry benchmarks.
Operational data sitting in a silo
You have hundreds of completed jobs in ServiceTitan, AccuLynx, JobNimbus, or your roofing platform with revenue, cost, and crew performance data — but none of it ties to your QuickBooks. Your bookkeeper reconciles bank statements. They never touch your operational platform.
No visibility into what’s actually profitable
Residential re-roofs, new construction, storm restoration, and commercial work are all lumped into one revenue line. COGS doesn’t separate materials from labor from subcontractors. You can’t see gross profit by department — so you have no idea which side of the business is making money and which is dragging you down.
Financials delivered too late to act on
By the time you see last month’s numbers, you’ve already made this month’s decisions blind. Roofing companies with seasonal swings, storm surges, and fluctuating job mix need timely financial visibility — not a stale report from your tax preparer.
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.
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 →
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.
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.
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