Roofing Controller

Controller Services for Roofing Companies

A big storm can triple your revenue and hide a mess at the same time, because volume covers a lot of bookkeeping sins until the quiet quarter arrives. A controller keeps the close reviewed and the job margins honest — so a boom reads as a boom and not as permanent success.

Deposits, insurance, and per-job margin need review

Roofing runs on deposits and progress payments — cash that arrives before the work does. Booked as revenue too early, it inflates a month and sets up a correction later. A controller enforces the discipline: deposits sit as liabilities until earned, and each job's real margin gets reviewed instead of assumed.

Insurance and storm work add another layer — deductibles, supplements, and the gap between what the carrier approved and what the job cost. A controller tracks it, so an insurance job's actual profit is a number, not a hope.

What a controller adds over a bookkeeper

A bookkeeper records the transactions. A controller makes them right and turns them into a reviewed package: per-job P&Ls, deposit and revenue discipline, and a close that reads accurately whether the quarter was stormy or slow.

With multiple crews and subs, standardized job reporting lets you see which crews actually make money — not one blended margin that smooths a great job and a bad one into the same number.

How Kaizen runs it

We sit on top of your bookkeeping — ours or yours — and run a documented monthly close on the same date every month. Deposits, supplier bills, and insurance jobs get reconciled so the boom quarter actually ties out.

Then the improvement part we're named for: each close the cost categories get sharper and the review catches more before it reaches you. Controller judgment without the salary or the eventual resignation.

What's included

Reviewed monthly financials with a documented, same-date close
Per-job P&Ls with real margin review
Customer deposits held as liabilities until earned
Insurance / storm-work tracking — deductibles, supplements, approved vs. actual

AR aging watched across boom and quiet quarters
Material and subcontractor cost-category discipline
Standardized reporting across crews for clean comparisons
Oversight of your bookkeeper or bookkeeping team — a second set of senior eyes

New engagements usually begin with the 1-2-3 CFO™ Reset: Month 1 clean and reconcile the backlog, Month 2 stand up per-job P&Ls and KPIs, Month 3 systems and a budget.

Pricing

$3,000–6,000/moscoped to crews, volume, and storm cycle · no contract

~$120K+/yrwhat a full-time controller costs fully loaded — steady, even when your season isn't

One hire, one riskan in-house controller who needs managing and takes your reporting with them when they leave

Team + reviewcontroller oversight plus a bookkeeping team and a close that doesn't wobble

Straight answers

We have a bookkeeper. Why a controller?

A bookkeeper records; a controller reviews job margins, enforces deposit discipline, and produces reports that hold up across boom and quiet quarters. Many clients keep their bookkeeper and add us for oversight.

Do you handle insurance and supplement tracking?

Yes — deductibles, supplements, and approved-versus-actual, reviewed per job so an insurance job's real margin is visible rather than assumed.

We just came off a storm season. Fixable?

That's a common starting point. Month 1 reconciles the boom-quarter backlog and per-job costs so the numbers finally tie out; then the close keeps them honest.

Small crew, one or two jobs at a time. Too small?

Probably, and we'll tell you. A good bookkeeper covers it until deposits, insurance work, and multiple crews are all in play.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

Talk to Sales

Or call us directly: +1 786 789 0969