Home / Industries / Roofing

Back office for roofing contractors

Big jobs, deposits, insurance claims, and subcontractor crews — all reconciled to clean books. Progress billing, job costing, 1099s, payroll, and month-end handled on QuickBooks Online with your field app.

What We Handle

From the estimate to the CPA handoff

The full financial back office for a roofing business — where deposits, draws, and claims are easy to get wrong.

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Invoicing & Collections

Every job billed, payments applied, and balances chased — so cash keeps up with the crews.

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Project & Progress Billing

Deposits held as customer deposits and recognized as work is completed — not booked as income up front.

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Insurance-Claim Jobs

ACV/RCV, supplements, and deductibles tracked so claim jobs reconcile cleanly to the payout.

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Subcontractor Bills & 1099s

Crew and supplier bills entered, coded to jobs, paid on approval, 1099s ready all year.

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Job Costing

Profit per roof — materials, subs, and labor tracked to each job.

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Month-End & Reporting

Reconciled books, P&L, and job-profitability reports — plus a clean year-end package for your CPA.

What's Different About Roofing

The overlay that keeps roofing books right

The core handles the bookkeeping. These are the roofing-specific things a generalist bookkeeper gets wrong — and we get right.

  • Deposits & draws recognized as work is completed
  • Insurance claims — ACV/RCV, supplements, deductibles
  • Subcontractor crews tracked and flagged for 1099s
  • Materials costed to the job, not lumped to overhead
  • Capital-improvement sales tax treatment by state
  • Warranties & callbacks tracked against the original job
The Tools We Work In

Your stack, run for you

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Jobber

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QuickBooks Online

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Ramp

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Gusto Payroll

Already on AccuLynx, JobNimbus, or another field app? We work with what you have — Jobber is just our default recommendation.

Stay on the roof. We've got the books.

Free 30-minute assessment of your current setup — no obligation. We'll show you what clean, job-costed roofing books look like.

Get a Free Assessment