You're booking big roofs, but cash hits late and crews disappear when you need them most. We help roofing contractors doing $3M–$8M close the gap between bid and bank so you can hit 15%+ net profit across storm season and the slow months.
You have a great sales month on paper, but between weather delays and inspections, cash doesn't show up when you need it.
Winter hits and production slows or stops, but overhead, trucks, and key staff still need to be paid.
Insurance jobs drag on for weeks or months while adjusters, supplements, and mortgage companies do their dance—and you're floating materials and labor in the meantime.
Deposits, progress payments, and final checks all land at random, so payroll and supplier payments feel like a juggling act.
You rely heavily on subs or seasonal crews and feel exposed when they vanish for the next storm market.
Callbacks, punch lists, and warranty work quietly eat margin, but you don't have clean numbers on where it's leaking.
You don't have a simple scoreboard that shows which jobs, crews, or channels (retail vs insurance, retail vs builders) actually make you money.
13-week cash forecast that accounts for weather delays, inspection bottlenecks, and seasonality so you stop being "profitable but broke" just because money lands months after the work is done.
Payment terms that keep you out of "bank of roofer" mode: dialed-in deposits, progress draws, and finals so you're not fronting materials and labor for builders, homeowners, or carriers.
Visibility into profit by job type (retail vs insurance, residential vs commercial) and by crew so you can double down on what works and fix or cut what doesn't.
Know your true cost per square or per day for in-house vs subs vs seasonal crews so you can staff and price with your eyes open—and keep your best crews busy and loyal year-round.
Track the real cost of rework and warranty work so you can tighten processes, adjust pricing, or change how you sell to protect margin.
Clarity on when insurance money actually hits—ACV, recoverable depreciation, supplements—so you're not guessing if you can cover materials, crews, and overhead while carriers and mortgage companies take their time.
Quarterly estimates and year-end planning that match your actual cash and seasonality, so April doesn't wipe out what you thought you made during storm season.
Not just better reports. Better cash.
Clean monthly close, roofing-specific reporting, and job costing you can trust—by job type, crew, and channel (retail, insurance, builders), including when insurance cash is actually due to hit the bank.
13-week cash forecast built around your storm and slow seasons. Know what's available for payroll, materials, marketing, equipment, and owner draws before you commit.
Job-level and channel-level profitability, overhead allocation, and simple scorecards for sales and production so 15%+ net is the norm, not just a couple of big storms.
Proactive tax planning integrated with your filings: quarterly estimates and year-end moves that actually show up on your return and line up with how and when cash hits.
Quick fit check: revenue, crew structure (in-house vs subs), mix of retail vs insurance work, and whether your problems are ones I can actually solve. If not, I'll tell you and point you to better options.
One-time, fixed-fee deep dive into your books, jobs, cash, and tax. For roofing, we specifically look at weather and seasonal cash patterns, deposit and draw terms, job and crew profitability, insurance cash timing, and rework/warranty costs. You get a clear, written 90-day action plan to close your biggest "bid vs bank" leaks.
If it's a mutual fit, we move into a simple monthly engagement focused on hitting agreed profit, cash, and owner take-home targets—through storm season and the off-season.
If we're not the right fit, we'll tell you and point you to a better option.
Let's see if your problems are ones I can actually solve. 20 minutes, no pitch.
All the risk is on us. This call is about making sure we can actually help.