Services Tailored to Your Roofing & HVAC Business
Tired of off-the-shelf accounting packages that don’t align with your crew schedules, materials costs, or seasonal cash flow? We get it.
That’s why we start every client relationship with a deep diagnostic dive into your books, job costing practices, tax structure, and overall financial strategy.
No cookie-cutter solutions. We’ll only propose what genuinely helps you reduce overhead, increase profit margins, and keep more of the money you earn.
Our Diagnostic-First Approach
- Step 1: We review your current accounting system, tax returns, job costing methods (if any), and immediate concerns (like payroll headaches or upcoming equipment purchases).
- Step 2: We outline a custom plan—from basic bookkeeping and payroll all the way to advanced CFO-level forecasting—based on your unique needs, challenges, and revenue goals.
- Step 3: We collaborate on your 3-tier proposal (Basic, Growth, or Premium), ensuring you get the exact services that move the needle in your roofing or HVAC business.
What We Offer (In a Nutshell)
We don’t believe in “one-size-fits-all,” but here are a few of the most common services we roll into custom packages for roofing and HVAC contractors:
Accounting Services
Monthly Bookkeeping & Reconciliations
Keep your financials up to date, so you know exactly where your money’s going—no more surprises at tax time.
So you can...
- Spot unusual material or labor costs early; protect your margins.
Payroll & Accounts Payable
Streamlined payroll for crews, plus on-time vendor payments—everything tracked to the right job.
So you can...
- Reduce admin stress, avoid late fees, and keep your team (and suppliers) happy.
WIP/CIP Scheduling & Job Costing
Track work in progress and cost in progress, so you accurately calculate profit (or loss) for each project.
So you can...
- Avoid underbidding; confidently quote future jobs without losing money on overhead.
Tax Services
Business & Personal Returns
From corporate returns (C Corp, S Corp, LLC) to individual filings, we ensure you pay the right amount of tax—and not a penny more.
So you can...
- Peace of mind that your returns are accurate and you’re not missing crucial deductions.
Estimated Tax Forecast & Tax Planning
Proactive planning to spread out tax obligations, optimize entity structure, and leverage deductions (e.g., Section 179 on new trucks).
So you can...
- Keep your cash flow stable and avoid massive surprises every March/April.
Sales Tax & Multi-State Compliance
If you’re doing installs or projects across state lines, we help navigate sales/use tax complexities.
So you can...
- Reduce penalties or audits from missed multi-state filings.
CFO Services
Cash Flow Forecasting & Budgeting
We map out your incoming and outgoing funds, anticipate seasonal dips, and plan for expansions—like adding more crews or upgrading equipment.
So you can...
- Stop the feast-or-famine cycle; know you can cover payroll even in off-seasons.
Scenario Analyses & Growth Strategy
Assess different “what if” situations (e.g., taking on a big commercial project, leasing vs. buying new equipment) to minimize financial risk.
So you can...
- Confident decision-making grounded in real numbers, not guesswork.
KPI Tracking & Performance Reviews
Monthly or quarterly check-ins on job profitability, overhead trends, and key performance indicators.
So you can...
- Early detection of profit leaks or cost overruns—so you can fix issues before they escalate.
Tax Strategy & Filing for Roofing + HVAC Owners
Most contractors only hear from their tax person once a year—usually when it’s time to pay up. I do things differently. Whether you’re filing a return or planning ahead to lower your tax bill, I make sure your numbers are right and your strategy is built for how your business actually runs.
Business Tax Filing
For roofing and HVAC companies ready to file their year-end taxes with clean, accurate numbers.
Includes:
Federal + state return for 1065, 1120S, or 1120 entities
Final review of books before filing
Basic deduction + entity check
Starts at $750 for 1065, $950 for 1120s, and $1200 for 1120
📌 Books must be current and reconciled. If not, we’ll begin with a cleanup quote.
Bookkeeping Cleanup (Tax-Ready Fix)
Behind on your books? We clean and reconcile your records so they’re ready for filing—and built to support strategy moving forward.
Includes:
Bank and credit card reconciliation
Proper expense categorization
Contractor-specific chart of accounts adjustment
Tax-ready financial reports
Starts at $500 per month of cleanup
📌 Final quote depends on how far behind you are and how your books are structured.
Tax Planning & Strategy
Don't let tax time sneak up on you. I work with business owners year-round to plan ahead, reduce taxable income, and keep more of what they earn.
Includes:
Custom tax strategy aligned to your cash flow
Entity + payroll structure review
Seasonal planning for slow months
Strategy sessions starting at $375
Frequently Asked Questions (FAQ)
We believe in true customization. Every roofing or HVAC business has different complexities. We do a full diagnostic first, then propose three tiers of service. It’s the only way to ensure you’re not over- or under-paying for what you actually need.
Possibly. If your job costing isn’t accurate or your tax strategy is outdated, there’s a chance you’re losing profit. We can collaborate with your existing bookkeeper or take over the process entirely—whatever best serves your business.
Absolutely. From W-2 employees to 1099 subcontractors, we’ll handle setup, tracking, and compliance so everyone gets paid on time and within the law.
Yes. We handle both to ensure your entire financial picture is optimized—especially if you’re taking distributions or have complex pass-through income.
That’s our specialty! We’ll set up (or refine) job costing and overhead allocation systems so you stop underbidding and truly see real profit.
If your crews work across state lines—or you purchase materials from different regions—we’ll keep you compliant. Multi-state taxes can be tricky, but we’ve guided plenty of contractors through it.
Definitely. This is part of our CFO advisory—we’ll run the numbers on leasing vs. buying, look at depreciation (Section 179, bonus depreciation), and factor in seasonal cash flow.
You’ll often notice immediate changes in how you track expenses or handle payroll. Real transformations—like consistent cash flow stability or significant tax savings—can take a few months to fully unfold, but the goal is always steady, measurable progress.
Ready for a Financial Game Plan that Actually Fits Your Roofing/HVAC Business?
You’re running a real operation—crews in the field, trucks moving, phones ringing.
But if the profit isn’t showing up like it should, something’s off in the numbers.
Take this quick 5-question, 45-second assessment built for roofing & HVAC business owners.
You’ll walk away with a custom result like:
The Growth Gambler – Revenue’s up, but margin’s shrinking.
The Buried Boss – You’re running everything, but the numbers are running you.
The Exhausted Expert – You’re great at the work—but not supposed to be doing it all.
The Exit Planner – You’ve built something solid. Time to protect it.
👉 Once you’ve got your result, you’ll unlock a free discovery call to dig deeper—with someone who speaks contractor, not corporate.
Take the Assessment → See Where You Stand.
Get Your Free Guide!
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