Books you can actually make decisions from.
Two ways in: a cleanup that puts the last three months right, and ongoing monthly bookkeeping that keeps it that way. Both are delivered in-house by our financial team.
Clean it up, then keep it clean.
3-Month Bookkeeping Cleanup
A cleanup is what happens when the books no longer describe the business. Accounts that do not reconcile, job costs that never made it in, owner draws mixed with expenses, revenue recorded in the wrong month. Over three months we work back through it so the statements match reality and job profitability can be trusted.
Ongoing Bookkeeping
Monthly bookkeeping kept in a structure built for roofing: job costing that holds up, cash flow you can see, and reporting you can take into a leadership meeting without apologizing for it.
Scale members get an exclusive bookkeeping clean-up discount. Ask your coach.
Roofing breaks generic bookkeeping.
Jobs span months, material and labor hit at different times, supplements change the contract value after the fact, and insurance work pays in stages. A chart of accounts that ignores all that produces statements that are technically correct and practically useless.
Profit per job, not just revenue
Material, labor, commissions and overhead attached to the job that incurred them.
Visible before it is a problem
You can be profitable on paper and still be short. The books should show both.
Numbers you can lead with
Statements that a leadership team can actually run a weekly meeting from.
Our financial team.
Jenn is the Financial Systems Coach with TRA and the founder of Lucid Co., a financial operations practice built specifically for roofing contractors. She brings a background in public and management accounting along with more than a decade of hands-on experience in the roofing industry.
Read full bioWhere does your roofing business stand?
Take the free 5-minute Roofing Business Health Assessment and get a score across the six pillars of a roofing company, plus the two to work on first.
Why the numbers stop telling the truth.
Three posts from our blog on keeping the numbers honest.
Get Started by Booking Your Free Financial Audit
A short call with our financial team on the state of your books, your job costing, and what it would take to trust your numbers again. No charge.
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Get started with a free financial audit.
A short call with our financial team on the state of your books, your job costing, and what it would take to trust your numbers again.