Roofing bookkeeping and accounting services for roofers and roofing contractors.

Most roofers need both, for different jobs. A bookkeeper keeps the books current every month: job costing, deposits, claims, crew pay and reconciliations. An accountant or CPA files the tax return and plans tax strategy. We do the monthly books and accounting and work directly with your CPA, which often lowers their fee because the year is already clean.

Roofing mixes three kinds of work in one company. Retail jobs run on deposits and financing. Insurance jobs are paid in pieces by a carrier, often through a lender. Commercial jobs use pay apps and retainage. Most roofers also pay sub crews per square and work hard in storm season and slowly in winter. Generic books blend all of this into one number. We track it by roof, by claim and by job type.

We book the full approved contract value as the job's revenue as the work is done, and track what is still owed in separate pieces: the ACV payment, the recoverable depreciation released after completion, approved supplements and the homeowner's deductible. Each claim shows what has been paid and what is still open, so nothing is left at the carrier.

Deposits are held as a liability, not income, until the work is done. When the roof is installed, the deposit moves to revenue on that job. This keeps your P&L from showing a record month when you have only collected money for work you still owe.

The deductible is part of the price, so we record it as a receivable from the homeowner on that job and track it until it is paid. Several states, including Texas and Florida, bar contractors from waiving or rebating deductibles. Keeping it on the books by job also protects you if a claim is ever questioned.

Yes, no crew is paid until its W-9 and COI are on file, and every payment is logged by sub for Form 1099-NEC by January 31. Under the One Big Beautiful Bill Act, the federal reporting threshold is $2,000 for payments made in 2026 and later, up from $600. Several states keep a lower limit, and we track those as well.

Yes. We work in QuickBooks next to the roofing CRM you already use. AccuLynx and JobNimbus can sync jobs, invoices and payments into QuickBooks, and we check each month that those numbers match the bank and the job. Nothing moves to a new system. When the sync breaks, we repair it inside the tools you already run.

Yes, we set up QuickBooks Online for roofing contractors with projects for each job, classes for each location or service line, and accounts for deposits, insurance receivables and supplements. We link payroll so crew labor lands on the right roof. If the company outgrows QuickBooks, you will hear it from us first.

It depends on the state and the type of job. In many states a roofer pays sales tax on materials when buying them, while some states tax repair work differently from a full replacement. We track tax paid and charged by state and job type so your CPA can file correctly, including when crews work storms in other states.

When a financing company pays you the contract less a dealer fee, we book the full contract as revenue and the fee as a cost of the sale. That keeps your sales numbers accurate and shows what financing really costs you, so you can price it into the job.

Yes. Commercial roofing jobs get the same treatment as our construction clients: AIA G702/G703 pay apps, retainage tracked both ways and a monthly WIP schedule. See our construction bookkeeping services for the full commercial scope.

The price is a flat monthly fee set by your roof volume, payroll size, number of locations and entities. It stays the same through a slow winter and a busy storm season. No setup fee, no annual contract. You get the figure in writing within 24 hours of the review call, and cleanup of past months is quoted on its own.