Bookkeeping & Tax Planning for Roofing Contractors

Roofing contractors face weather delays, material price volatility, and complex insurance claims. We deliver proactive accounting and tax strategy built for the roofing industry.

Weather delays, material price swings, and insurance claims create unique cash-flow challenges. We help roofing contractors master job costing, manage seasonal peaks, and plan taxes proactively.

Quick Fit Check

Annual revenue $1–8 M
3+ years in business with repeat customers or insurance partnerships
Handles residential, commercial, or storm restoration projects
Manages multiple crews and material suppliers

Why Roofing Contractors Choose HavenStone

Job-cost accuracy across tear-offs, repairs, and new construction
Insurance claim tracking with proper revenue recognition
Material cost management during price volatility
Equipment & vehicle depreciation strategy for trucks and lifts
Quarterly tax planning aligned to seasonal revenue patterns

Core Services

Monthly bookkeeping with job-cost and WIP reporting
Cash-flow forecasting for material deposits and crew payroll
Tax strategy & preparation (federal and state)
Entity & compensation planning for owners
Insurance claim reconciliation and documentation

Industry-Specific Expertise

We understand the unique challenges of roofing businesses:

Weather-dependent scheduling affecting cash flow and project timelines
Material price volatility requiring strategic purchasing and job pricing
Insurance restoration work with complex claim documentation
Warranty tracking and callback management
Multi-crew coordination across residential and commercial projects
Subcontractor management for specialized work (gutters, siding, skylights)

Common Mistakes We Fix

Recording insurance claims as revenue before payment—cash-flow disasters
Poor material tracking—margin erosion
Missing equipment write-offs or bonus depreciation timing
Subcontractor misclassification—compliance risk
Not separating storm work from regular maintenance—distorted profitability

FAQ

Can you handle insurance restoration accounting? Yes—we track claims, supplements, and depreciation holdbacks to ensure accurate revenue recognition and cash forecasting.

Do you help with material cost tracking during price spikes? Absolutely—we implement systems to track material costs by job and help you adjust pricing strategies accordingly.

What about warranty reserves and callback costs? We help you establish proper warranty reserves and track callback costs to understand true job profitability.

Can you integrate with roofing-specific software? Yes—we work with platforms like AccuLynx, JobNimbus, and Roofing CRM to streamline data flow.

How do you handle storm season cash-flow spikes? We forecast tax obligations during peak seasons and help you set aside appropriate reserves for slower periods.