Services

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.

Frequently Asked Questions (FAQ)

Why don’t you list package prices?

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.

I already have a bookkeeper. Do I still need your services?

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.

Do you handle payroll for my crews and subcontractors?

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.

Will you prepare both my business and personal tax returns?

Yes. We handle both to ensure your entire financial picture is optimized—especially if you’re taking distributions or have complex pass-through income.

What if I don’t know my overhead costs or how to do job costing?

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.

How do you handle multi-state tax or sales tax?

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.

Can you help me decide when to buy new trucks or equipment?

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.

How long does it take to see results?

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?

Let’s start with a Free 30-Minute Diagnostic Review—where we’ll dive into your current setup and map out the next best steps.

Get Your Free Guide!