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For Roofing Companies

On every roof, the profit is in the last check.

Profit by roof, summer and winter numbers, the workers' comp audit ready before the auditor sits down, monthly books, payroll watched and every return filed, one monthly price.

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Pick a time. There's nothing to prepare and nothing to send us before the call.

Bookkeeping and taxes for roofing companies that take insurance work. The supplier gets paid up front, the insurance money comes in pieces, and the last check is where most of the profit sits.

A sample month for a roofing company: the supplier invoice, the insurance estimate and the crew timesheet for Job R-318, the job card with four checks and the held back depreciation flagged as not requested, 15 days on your cash between the supplier and the first insurance money, the winter set aside, and the tax number in writing. Every figure is a sample.

Which kind are you?

Building

Home Services

For the owner who pays the cabinet shop before the homeowner pays, and finds out in February what the year made.

The usual year
  1. Jan
  2. Feb
  3. Mar
  4. Apr
  5. May
  6. Jun
  7. Jul
  8. Aug
  9. Sep
  10. Oct
  11. Nov
  12. Dec

With us, every month closes.

Each one lands in your inbox, and four times a year what you owe comes in writing before the federal date.

  1. JanDec closedTax number
  2. FebJan closed
  3. MarFeb closed
  4. AprMar closedTax number
  5. MayApr closed
  6. JunMay closedTax number
  7. JulJun closed
  8. AugJul closed
  9. SepAug closedTax number
  10. OctSep closed
  11. NovOct closed
  12. DecNov closed

June:May closed and tied to the bank.

Every tax return, business and personal, inside the same monthly price.

Watch May close.

We close it and only ask what the books can't answer.

  1. The bank matches the books
  2. Every material coded to its roof
  3. Payroll gets checked
  4. The number, in writing
  5. The held back depreciation check

Bank against books, May

Bank

  • May 4(10,830.00)
  • May 12(470.00)
  • May 142,500.00
  • May 1919,900.00

Books

  • Paid the supplier, Job R-318(10,830.00)
  • Decking, the supplement(470.00)
  • Homeowner's deductible2,500.00
  • First insurance check19,900.00

Every account tied. Difference $0.00

May receipts, coded to jobs

Kitchen, Sherman Oaks

Bath, Encino

ADU, Van Nuys

Cabinets$24,000 Tile$3,180 Lumber$6,420 Fixtures$2,760 Windows$8,900

Every May purchase coded to its job

Job R-318 · materials

Paid May 4$10,830
Decking bought May 12$470
Materials total$11,300

Every material coded to its roof

Payroll register, May 9

  • OwnerSalaryMatches
  • Roofers, 4Hourly, 320.0 hrsMatches
  • RooferOvertime, 6.5 hrsConfirm
  • OfficeHourly, 76.0 hrsMatches

One overtime line for you to confirm with your provider

Set aside

$15,000

Before the June 15 estimate. Second quarter.

In writing, with the math, in the packet.

Extra work · Kitchen, Sherman Oaks

Extra work billed in May$7,000
Contract price$140,000
Change order in the file you sent usNone on file
Extra work, no change order on file$7,000

Job R-318 · Reroof, Pasadena

Deductible$2,500
First insurance check$19,900
Supplement, billed May 28, not paid$3,800
Held back depreciation, not requested$6,200
Pacific Standard Advisory

May packet

Closed June 8

  1. Books tied to the bankAll accounts Tied
  2. Every material coded to its roofJob R-318: $11,300 Coded
  3. Payroll checkedOne overtime line to confirm Checked
  4. Tax number, in writingBefore the June 15 estimate $15,000
  5. Insurance jobs, 1 check to requestHeld back depreciation, Job R-318 Flag$6,200
Reviewed and in your inbox, June 8 A couple of quick questions

What you get every month.

Bookkeeping done and tied to the bank every month. Every tax return, business and personal. What you owe, in writing, mid-year and before year end. Payroll watched. Your key numbers every month, against your budget. Every purchase coded to its job.

  • Insurance jobs, to the last check.First check, supplement and the held back depreciation, followed until each one lands.
  • Materials against the money.What you paid the supplier next to what came in for that roof.
  • The comp audit, ready.Payroll, time cards and sub certificates reconciled before the auditor sits down, with your class checked against the work.
  • Set aside for warranty and winter.A little from every roof for the leak call, and from the summer for the rain.

What we watch every month for roofing companies

  • Insurance jobs, check by check. Deductible, first payment, supplements and the held back depreciation, followed until each one is paid.
  • Materials by roof. Every supplier bill coded to its job, so each roof shows what it really cost.
  • Crews and payroll. Hours on each roof, and the workers' comp class checked against roofing work.
  • Warranty reserve. A little from every roof set aside for the leak call that comes years later.
  • Weather and slow months. How much of each busy month to hold back so the rainy months are covered.

A month, in messages.

What lands in your inbox, so you never have to ask.

Illustration of a typical month

    Job costing: billed against built, per job.

    Work done next to money collected, every job, every month. You see the gap before it is a problem.

    May, percent of each contract

    Kitchen, Sherman Oaks
    Bath, Encino
    ADU, Van Nuys

    Work doneBilled

    Billing stays below the work done on every job

    Set aside for warranty and winter.

    A little from every roof for the leak call, and from the summer for the rain.

    • The three losing monthsJan, Feb and Dec$20,140
    • Summer set asideJune to September$5,035 a month
    • Warranty set aside in May2% of $186,000$3,720

    Your own return. Included.

    Your personal return, your spouse's if you file together, and your rentals are inside the monthly fee. We list each one when you sign. It changes only in writing, with 30 days notice.

    • The business return
    • Your personal return
    • Your spouse's, if you file together
    • Your rentals

    Nobody gets fired.

    Your office manager keeps the day to day. We take the month end, the returns and the tax number, and put in writing who does what.

    Your office manager keeps

    • Bills and invoices
    • Deposits and receipts
    • Calls with vendors and clients
    • The day to day

    We take

    • The month end close
    • Job costing
    • Every tax return
    • The tax number, mid-year and before year end

    Insurance jobs, to the last check.

    First check, supplement and the held back depreciation, followed until each one lands.

    Job R-318

    Reroof, Pasadena

    Job total $32,400

    • Homeowner's deductible$2,500Collected May 14
    • First insurance check (actual cash value)$19,900Collected May 19
    • Supplement checkSecond layer tear off, 12 sheets of decking$3,800Billed May 28, not paid
    • Held back depreciationReleased after the roof is done and the final invoice goes in$6,200Not requested
    • Profit on the roof, if every check comes in$12,050
    • Profit if the depreciation check never comes$5,850

    Still out$10,000

    • May 4 · Paid the supplier ($10,830)
    • May 19 · First insurance money in
    • 15 days on your cash
    Held back depreciationNot requested$6,200

    Billed against built, every job, every month.

    Every job, every month: the work done next to the money collected, which is your WIP schedule in plain words, the days your cash carries a supplier, and extra work billed with no change order on file.

    Job

    Kitchen, Sherman Oaks

    Contract $140,000

    Billed against built, May

    Built
    62%
    Billed
    48%

    Built, not yet billed$19,600

    The draw against the cash

    May 1May 15Jun 1Jun 15
    May 6Paid the cabinet shop($24,000) 27 days on your cash Jun 2The draw for that work
    Extra work billed in MayNo change order in the file you sent us. $7,000

    You're the one in the middle.

    This is what a patchwork finance team looks like.

    One department. One monthly price.

    Contractors and home services, starting at $2,500 a month.

    What you need The usual wayA bookkeeper and a CPA Pacific Standard
    Tax planning all yearBilled extra, if anyone does itGeneric advice, so deductions you qualify for get missedCustom strategy for your deductionsCustom deduction strategy
    Your tax number before AprilUsually nobody. You find out in March.April is a surprise billIncluded
    Books closed every monthYour bookkeeper, after the factIncluded
    Business planning and a yearly budgetUsually nobody. The plan lives in your head.Growth runs on a guessIncluded
    Payroll watched every monthUsually nobody. The checks just go out.Included
    Your business and personal returnsYour CPA, once a yearIncluded
    Key numbers against your budgetUsually nobody. No budget to check.Included
    A monthly email of everything we didNobodyIncluded
    Call anytime, no bill for questionsBilled by the hourSo you don't callIncluded
    Every purchase coded to its jobUsually nobody. Parts slip off invoices.Jobs look profitable when they're notIncluded
    What's covered 2 of these 10 All 10 starting at $2,500 a month

    Your price, in writing

    Starting at $2,500/mo

    For contractors and home services.

    Your exact number comes from the free Game Plan call, set for your business.

    The plain terms.

    • One monthly price.Your number is in writing before you owe anything. It changes only in writing, with 30 days notice.
    • First month on your start date, then monthly.Then one monthly price at the start of each month.
    • Cancel anytime and take your books.No contract, no exit fee. Within days you get your complete books, every document, and a handoff call with your next accountant.
    • We do the switch.The 30-Day Switch, done within 30 days of getting access, or your first month is refunded.

    Questions roofing company owners ask.

    What is held back depreciation on a roofing insurance job?

    It is the part of the claim the insurer holds until the roof is finished and the final invoice goes in, also called recoverable depreciation. If nobody requests it, it never comes. We track it on every insurance job until it is paid.

    Do you track supplements?

    Yes. Each supplement is listed with what it covers, when it was sent and whether it was paid, so extra work found on the roof gets paid for.

    How should a roofer set money aside for warranty calls?

    Set a small share of every roof aside and keep it on the books. We track the reserve every month, so a leak call two winters from now is already paid for.

    Questions contractors and home service owners ask.

    Do you code receipts and materials to each job?

    Yes. Every purchase is coded to its job every month, so your profit per job is real and costs you paid for a customer get billed back on the next invoice instead of found at year end.

    Does it work with the software we already use?

    Yes. We connect to your QuickBooks, your payroll in Gusto or ADP and your job software, and each connection stays under your own account.

    How do you handle change orders and draws?

    We work from the books and the files you send us. When extra work is billed on a job with no change order in your file, we flag it with the amount, because no paper usually means no payment. We put each draw next to your cash so you can see how many days you are carrying a supplier before the next draw lands.

    Do you check workers comp class codes on payroll?

    Yes. Every month we check that each employee's comp class code matches the work they do, and we flag anything for you to confirm with your payroll provider.

    What does a home service company get?

    Books closed every month, revenue and profit per truck and per tech, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe. We work with HVAC, plumbing, electrical, roofing, garage door and other home service companies.

    Do you work with pest, pool, landscaping, painting and cleaning companies?

    Yes. Any home service company at $500K to $20M a year that wants to grow. We match every payment, keep your regular customers on today's price and send a mid-year projection of what you'll owe.

    Do you send change orders, manage lien waivers or run the job side?

    No. Your team runs the jobs: change orders, billing the owner, lien waivers, permits, inspections and insurance. We are your finance department. We close your books, cost every job, track billed against earned, watch payroll, file every return and put a mid-year projection of what you'll owe in writing. When the numbers look off, like extra work billed with no change order in the file you sent us, we flag it and tell you what it means for your cash. You decide what to do.

    How much does it cost for a contractor or home service company?

    It starts at $2,500 a month for contractors and home services. Your exact number comes from the free Game Plan call, and it is in writing before you owe anything.

    I already have a bookkeeper and a CPA. Why switch?

    So look, your bookkeeper and your CPA cover 2 of the 10 things on that list, and the other 8 are where the money leaks out. Let's just say two $140 parts a week never make it onto the invoice, that's over $14,000 a year, and nobody's checking for it. We cover all 10 for one monthly price, and on the Game Plan call you'll see what your setup is leaving behind before you owe anything.

    Start with the free Game Plan.

    Twenty minutes on Google Meet, before you pay anything.

    1. Pick a timeOnline, whenever suits you.
    2. Twenty minutesA few questions about how your business is run, in your words.
    3. On the callYou'll know what your setup is leaving behind.

    You talk with our team.

    Get your free Game Plan

    There's nothing to prepare and nothing to send us before the call.

    Rather call? (310) 981-3250 or email info@pacificstandardadvisory.com

    Next IRS date on most owners' calendars: Thu, Oct 15.

    Federal dates. Your plan lists yours.

    Next 6 monthsUpcoming deadlines