Roofing Bookkeeping and Fractional CFO Services
Will was Chief Operating Officer (COO) of General Roofing Services, a national roofing company, during its growth from $30M to $265M in revenue. He understands roofing finances at a scale few bookkeepers ever see, and applies that experience to roofing companies of every size.
In person across Tampa Bay (Pinellas, Hillsborough, Pasco, Manatee, Sarasota). Remote for roofing companies nationwide.
Problems Will fixes for roofing companies
- AccuLynx data not syncing correctly to QuickBooks Online
- Job costing on multi-week projects producing unreliable margins
- Material price swings not reflected in current job costs
- Insurance and bonding requirements not met by current reporting
Why a generalist bookkeeper isn't enough
Most bookkeepers record transactions, reconcile the bank and hand you a Profit and Loss statement once a month. Will reads your numbers the way a Chief Financial Officer (CFO) does: which service lines make money, where costs are drifting, what cash looks like 60 days out, and whether the books are telling you the truth.
Software Will works with
AccuLynx is the leading roofing job management platform; JobNimbus and RoofSnap are common alternatives for smaller companies. All connect to QuickBooks Online, but mapping roofing job stages to accounting entries takes construction-specific setup. Will configures the integration so you get accurate gross margin by project type, showing which work is profitable and which is not.
The numbers roofing companies should watch every month
- Gross margin by job type: residential replacement, commercial, insurance work, repair
- Material cost per square against estimate
- Days from job completion to final payment, especially on insurance claims
- Crew labor cost per square
Bookkeeping or fractional CFO?
Construction bookkeeping
Weekly books, job costing, monthly financials and a CPA-ready year-end, about $1,000–$3,500 a month. Best for companies up to roughly $5M. See the tiers.
Fractional CFO
Cash forecasting, WIP and bonding reports, budgets, pricing and growth strategy, typically $6,000–$12,000 a month. Best for companies from roughly $5M to $50M. Fractional CFO services.
Frequently asked questions
Can you work with AccuLynx or JobNimbus?
Yes. Will maps your job management platform to QuickBooks Online so each job carries its true material, labor and overhead cost.
How do storm seasons affect roofing cash flow?
Storm work brings a surge of revenue and a surge of material and labor spending before insurance payments arrive. A 13-week cash forecast shows the gap before it becomes a crisis.
When does a roofing company need a fractional CFO?
Typically when revenue passes about $5M, when you take on commercial or bonded work, or when you are adding crews, locations or an acquisition.