Roofing Bookkeeping Services

Bookkeeping for Roofers — Built Around Job Costing

You're running jobs all month. Your books should show profit on every single one. JobCostBooks provides QuickBooks bookkeeping built exclusively for US roofing and restoration contractors — with per-job P&L, retainage tracking, and 1099 compliance included.

Book Free 15-Min Assessment → Guarantee: Find $10K in profit leaks in 90 days or first month free
✓ QuickBooks ProAdvisor ✓ Plans from $600/mo ✓ US roofing specialist ✓ WhatsApp access included
$600 Starting monthly rate
$10K+ Guaranteed profit leak find
14 days To clean books from onboarding

What Generic Bookkeepers Miss for Roofing Companies

Roofing bookkeeping is not the same as bookkeeping for a retail store, a law firm, or even most other contractors. The specific features your business needs — job costing, retainage, subcontractor tracking, WIP schedules — are not part of a generic bookkeeper's workflow.

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No job costing

Your P&L shows total revenue and total costs — but not which jobs made money. A $2M roofer with no job costing is running blind on every bid they make.

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Retainage not tracked

Contractors averaging $2M/year typically have $40K–$120K in untracked retainage. It's earned money that never shows up in the books — and often never gets collected.

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Wrong chart of accounts

Generic COA lumps materials, labor, and subs together. You can't see your material margin vs. labor margin vs. subcontractor margin — so you can't fix what's wrong.

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1099 errors at year-end

Subcontractors paid over $600 need a 1099. Without proper tracking throughout the year, you're filing blind at tax time — and potentially out of compliance with the IRS.

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Books 6 weeks behind

When reports arrive too late to act on, they're just history. You've already made decisions blind. Roofing companies with storm surges and seasonal swings need timely books.

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Tax surprises every year

If your CPA only sees your books at year-end, they can't plan around your tax liability. Quarterly planning from accurate books eliminates the annual surprise bill.

Cash Basis Is Hiding Your Real Margins

Most roofing companies use cash-basis accounting. It's the default in QuickBooks and the easiest to set up. It's also the reason your P&L lies to you every month.

The cash basis problem for roofers

A $60,000 insurance check clears October 31st. Your cash-basis P&L shows a huge October. But the shingles were ordered in September, the subcontractor was paid two weeks ago, and you still owe a permit fee. Your books say you made $60,000 in October. Your actual margin on that job — when costs are matched to revenue — is $18,000. Cash basis made October look three times more profitable than it was. You pay taxes on the inflated number. You make hiring decisions based on the inflated number. And next month looks terrible for no reason you can explain.

Cash Basis Accrual Basis
Revenue recorded When cash hits account When work is earned
Expenses recorded When cash leaves account When cost is incurred
Insurance job month Spikes when check clears Spread across job completion
Monthly P&L accuracy Distorted by timing Reflects actual performance
Bank/bonding requirements Usually not accepted Required for lines of credit

JobCostBooks sets up and maintains accrual-basis bookkeeping for every client — revenue matched to the period it's earned, costs matched to the job they belong to. Your monthly P&L reflects what actually happened in that month, not when checks happened to clear.

What's Included: Roofing Bookkeeping Services

Every JobCostBooks plan includes the core services roofing contractors need — not a generic package with construction as an afterthought.

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QuickBooks Job Costing Setup & Monthly Tracking

We enable QuickBooks Projects and create a project for every active job. Every invoice, bill, and expense is tagged to the correct job. At month-end, you get a Project Profitability report showing revenue, costs, and gross margin on every roofing job — not just company-wide totals. For solo operators and companies scaling past $1M, this is the single highest-impact change you can make to your financial visibility.

Learn how QuickBooks job costing works for roofers →

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Retainage Tracking as a Separate Receivable

We create a dedicated Retainage Receivable account in QuickBooks. Every job with retained funds is entered correctly — so your balance sheet shows exactly how much retainage is outstanding, how old it is, and which jobs need a follow-up call. We run an AR aging report on retainage monthly and flag balances over 90 days. This one change has recovered $40,000–$80,000 in uncollected cash for contractors we've onboarded.

How retainage tracking works in QuickBooks →

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Monthly P&L + Job Profitability Report

Each month you receive two reports: a clean Profit & Loss statement for the company, and a Job Profitability Report showing gross margin per job. The job report is what tells you whether your residential re-roof pricing is right, whether storm jobs are more profitable than retail work, and whether any specific crew or subcontractor is consistently hurting your margins. This is the report that drives actual business decisions — not just tax compliance.

What a roofing company P&L should look like →

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Roofing-Specific Chart of Accounts

We replace generic QuickBooks categories with a roofing-specific chart of accounts: separate accounts for shingles/materials by type, labor vs. subcontractor costs, equipment rental vs. depreciation, retainage receivable, retainage payable, and owner draws tracked correctly as equity. This makes your P&L readable, your margins accurate, and your CPA's job significantly easier at tax time.

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Subcontractor Tracking & 1099 Compliance

Every subcontractor paid over $600 in a calendar year needs a 1099-NEC filed by January 31. We track all sub payments throughout the year, flag vendors who need 1099s, and confirm their W-9 information is on file. At year-end, you have a clean subcontractor list ready for filing — no scramble, no missed subs, no IRS exposure.

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Monthly Bank & Credit Card Reconciliation

Every bank account and credit card is reconciled against actual statements every month — within 5 business days of month-end. This eliminates duplicate entries, catches missing transactions, and ensures your QuickBooks balance matches your real bank balance. Without monthly reconciliation, errors compound and books become unreliable within 60–90 days.

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WIP Schedule Growth + Pro

A Work in Progress schedule shows the completion and billing status of every active job — identifying which jobs are overbilled and which are underbilled relative to actual work completed. Required by banks for lines of credit, by bonding companies for surety bonds, and by CPAs for reviewed financials. We produce a WIP schedule monthly using QuickBooks Projects data.

What a WIP schedule is and why you need one →

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CPA Coordination Pro

On the Pro plan, we coordinate directly with your CPA at year-end and for quarterly estimates. We prepare the QuickBooks file for handoff, answer CPA questions about transaction categorization, and make any adjustments requested. This eliminates the "cleanup before you can file" charge that most CPAs bill for when books arrive disorganized.

Who JobCostBooks Serves

We work exclusively with US roofing and restoration contractors. Not HVAC, not plumbing, not retail — roofing and restoration only. That specialization matters when your bookkeeper needs to understand what a supplement is, how insurance claim timing affects your P&L, and why storm work margins differ from retail re-roofs.

Great fit for JobCostBooks

  • Residential roofing contractor, $500K–$5M revenue
  • Storm restoration contractor with insurance claim work
  • 2–15 crew members, using QuickBooks Online (or should be)
  • Currently has no per-job profitability visibility
  • Has retainage on active jobs but doesn't track it
  • Pays subcontractors and needs 1099 tracking
  • Scaling past $1M and needs clean books for a bank line of credit
  • CPA said books need work before they can file

Not our fit (and we'll say so)

  • Non-construction businesses (retail, restaurants, e-commerce)
  • HVAC, plumbing, or electrical contractors without any roofing work
  • Revenue under $300K/year (a spreadsheet and annual CPA is sufficient)
  • Needs payroll processing as a primary service (we recommend a dedicated payroll provider)
  • Wants an in-person bookkeeper or on-site presence

Roofing Bookkeeping Plans & Pricing

Fixed monthly pricing based on your company size. No per-transaction fees, no surprise invoices. Includes QuickBooks cleanup and job costing setup in onboarding at no extra charge.

Starter
$600/mo
Solo operators & companies under $1M revenue
  • ✓ QuickBooks job costing setup
  • ✓ Monthly bank & credit card reconciliation
  • ✓ Monthly P&L report
  • ✓ Roofing chart of accounts
  • ✓ Subcontractor 1099 tracking
  • ✓ Retainage receivable tracking
  • ✓ Email & WhatsApp access
  • ✓ QuickBooks cleanup included in onboarding
Book Free Assessment
Pro
$1,800/mo
8+ crew companies, $3M–$5M revenue
  • ✓ Everything in Growth
  • ✓ Full year-end CPA coordination
  • ✓ Monthly management summary
  • ✓ Cash flow forecasting inputs
  • ✓ Multi-crew profitability breakdown
  • ✓ Quarterly tax planning prep
  • ✓ Dedicated bookkeeper with roofing specialization
Book Free Assessment
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The $10K Guarantee

If JobCostBooks doesn't find at least $10,000 in fixable profit leaks — uncollected retainage, job costing errors, miscategorized expenses — in your first 90 days as a client, your first month is free. We've never had to honor it. But it removes all risk from trying us.

How JobCostBooks Compares

Four types of bookkeeping options exist for roofing contractors. Here's how they compare on the features that actually matter.

Feature JobCostBooks Bench / Generic Local Generalist US Roofing Specialist
QuickBooks job costing ✅ Included ❌ Not available ❌ Rarely set up ✅ Included
Retainage tracking ✅ Included ❌ Not available ❌ Rarely understood ✅ Included
Per-job profitability report ✅ Monthly ❌ Not possible ❌ Not available ✅ Monthly
Roofing-specific COA ✅ Included ❌ Generic only ❌ Generic only ✅ Included
WIP schedule ✅ Growth + Pro ❌ Not available ❌ Not available ✅ Included
1099 sub tracking ✅ Included 🟡 Add-on 🟡 Sometimes ✅ Included
Works in your QuickBooks ✅ Yes ❌ Proprietary software ✅ Yes ✅ Yes
Monthly price range $600–$1,800 $299–$700+ $300–$800 $3,500–$5,000
Profit leak guarantee ✅ $10K in 90 days ❌ None ❌ None ❌ None

How Onboarding Works

From your first call to clean monthly books in four steps. No lengthy onboarding forms, no waiting weeks before we start. Most clients have their first clean month-end report within 30 days.

01

Free 15-min QuickBooks screen-share

We open your QuickBooks file live on a call, identify the specific issues present, and give you an honest assessment. No pitch unless the fit is right. You'll see the problems we find and what fixing them is worth.

02

QuickBooks cleanup & setup (Days 1–14)

We clean up existing transactions, rebuild the chart of accounts for roofing, enable and configure Projects, set up Retainage Receivable, and reconcile all bank accounts. This is included in onboarding — no separate cleanup invoice.

03

First month-end close

We close your first month with all transactions categorized, reconciled, and assigned to the correct Projects. You receive your P&L and Job Profitability Report — possibly the first time you've seen per-job margins in your books.

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Ongoing monthly bookkeeping

Every month: transactions categorized, accounts reconciled, reports delivered. You reach us on WhatsApp when you have questions. Your CPA gets what they need without a cleanup project. You know which jobs made money.

Frequently Asked Questions

What bookkeeping services do roofing contractors need?

Roofing contractors need QuickBooks job costing to track profit per job, retainage tracking to capture held-back payments, monthly P&L and job profitability reports, subcontractor 1099 compliance, and monthly bank reconciliation. Generic bookkeepers miss job costing and retainage — the two items most critical to roofing financial health.

Is it safe to outsource roofing bookkeeping to India?

Yes. JobCostBooks operates inside your QuickBooks Online account using accountant-level access — the same as a US-based bookkeeper. All financial data stays in your QuickBooks account, which you own and control. We communicate via WhatsApp and email during US business hours. Many US roofing and restoration contractors already use India-based bookkeeping specialists successfully.

What if my QuickBooks is already a mess?

That's the normal starting point. QuickBooks cleanup is included in onboarding for all plans — we review, fix, and reorganize the existing file before starting regular monthly bookkeeping. We'll tell you what we find on the initial call and how long cleanup will take before you commit to anything.

Do I need to be on QuickBooks Online already?

We work in QuickBooks Online Plus or Advanced (required for the Projects/job costing feature). If you're on QuickBooks Desktop, we can help you migrate to QBO Online as part of onboarding. If you're not on QuickBooks at all, we'll set up a new QBO account as part of onboarding.

How much does bookkeeping for a roofing company cost?

JobCostBooks plans are $600/mo (Starter — under $1M revenue), $1,200/mo (Growth — $1M–$3M, 2–8 crews), and $1,800/mo (Pro — $3M–$5M, 8+ crews). All plans include QuickBooks job costing setup, retainage tracking, monthly reconciliation, and P&L reporting. Compare to US-based roofing specialists who charge $3,500–$5,000/month for equivalent service.

How quickly can we get started?

Book the free 15-minute call, and if it's a fit, onboarding begins within 3–5 business days. QuickBooks cleanup and setup takes 10–14 business days. Your first clean month-end report is delivered within 30 days of starting.

Ready to Know Which Jobs Make Money?

Book a free 15-minute QuickBooks screen-share. We'll open your file, show you exactly what's missing, and tell you what it's costing you — no charge, no obligation.

Book My Free Assessment →

hello@jobcostbooks.com · Plans from $600/mo · $10K guarantee in 90 days