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Roofing jobs carry big material costs, deposits, progress payments, and often insurance related billing. We keep it all straight with proper job costing, so you know the real margin on every roof.
Clean books are the difference between running your roofing business on real numbers and running it on guesswork. We give you accurate, up to date bookkeeping and clear reporting, so every decision, from pricing to hiring to your next investment, rests on what is really happening in your business, not a rough estimate at year end.
Why it is different
Roofing jobs involve large upfront material costs, customer deposits, and progress payments, and many are tied to insurance claims. Without tight job costing, a busy roofing company can lose money without realizing it.
We build job costing, track materials and subcontractors, handle deposits and progress payments, and keep insurance related billing clean, so every job shows its real cost and margin.
What we handle
Materials, labor, and subs tracked against each roof.
Material costs tracked so margins are accurate.
Customer deposits and progress payments handled correctly.
Insurance related billing kept organized.
Subcontractor payments and 1099 records tracked.
Clear profit by job.
Proven on Upwork
Since 2021, HOLO Bookkeeper has completed work for more than 1500 clients on Upwork and Fiverr, earning Top Rated status. Here is the kind of feedback roofing clients leave, and you can read the full portfolio and reviews yourself.
Set up job costing and handled our deposits and insurance billing cleanly. Excellent work.
Roofing Owner · USA · Upwork ClientFinally see real margins on each roof thanks to clean books.
Roofing Contractor · USA · Upwork ClientSee the full Upwork portfolio and reviews → · Connect on LinkedIn →
How it works
Tell us about your business, your platforms, and where your books stand today.
We connect your accounts and tools with read only access wherever possible.
We build the right chart of accounts and catch up or clean up if needed.
Reconciled books and clear reports every month, plus automation where it helps.
Why choose HOLO Bookkeeper
You get the accuracy and dedicated attention of an in house bookkeeper, on demand, for only the work your roofing business needs, plus automation most in house hires never build.
QuickBooks ProAdvisor and Xero Certified Advisor with over 6 years and 1500+ clients.
You work with the person doing the work, with replies within 24 hours.
The same secure, certified process wherever your business is based.
We remove repetitive work with Excel, Sheets, and Python, so you pay for judgment.
Services and related industries
Related industries:
Free tools
Roofing accounting guide
Roofing is seasonal, material-heavy and often paid through insurance claims. That combination makes the books tricky. Deposits arrive before the work, supplements change the job price after it starts, and a storm season can bring in most of the year’s revenue in a few months.
A deposit taken before a roof is installed hasn’t been earned yet. Record it as customer deposits (a liability) and move it to revenue when the work is done. Otherwise your spring P&L looks far better than reality, and the tax bill follows.
On insurance work, payment often comes in stages: an initial check, then recoverable depreciation released after completion, plus any approved supplements. Track the approved claim amount, what has been received and what is still owed for each job, so nothing is left uncollected.
Shingles, underlayment, dumpsters and crew labor should be coded to each job. Many roofers use subcontracted crews. Collect a W-9 and certificate of insurance up front, and file Form 1099-NEC (threshold $2,000 for payments made in 2026 and later, $600 before that).
A 12-month cash forecast built from last year’s seasonality shows how much of the storm-season cash to keep for winter payroll, insurance and equipment payments. Try the free cash flow forecast.
Leak callbacks and warranty repairs cost labor and materials you can’t bill. Track them by job and crew. The data shows which crews or products cause the most rework.
For larger commercial roofing jobs with progress billing and retainage, see our construction bookkeeping guide.
General information as of 2026, not tax or insurance advice.
Free contractor tool
Track percent complete and billing on large roofing jobs. Open the WIP calculator.
Questions and answers
Yes. Job costing is essential in roofing, and we build it so every job shows its real cost and margin.
Yes. We record customer deposits and progress payments correctly.
Yes. We keep insurance related billing organized within your books.
Yes. Subcontractor payments and 1099 records are tracked.
QuickBooks or Xero, set up for job costing, plus automation where useful.
Usually within a few days. After a short consultation we scope the work, agree a clear price, and begin, starting with catch-up or cleanup first if your books need it.
Yes. We work with roofing businesses in all 50 states, fully remotely, with the same secure and certified process everywhere.
Record deposits as a customer deposits liability when received and move them to revenue when the roofing work is completed, so income is not overstated.
Track each job’s approved claim amount, initial payment, recoverable depreciation, supplements and deductible, and reconcile what has been received against what is still owed.
Yes, if the crews are independent subcontractors paid above the IRS threshold. That is $600 for payments made through 2025 and $2,000 for payments made in 2026 and later. Collect a W-9 before paying.
Book a free 15 minute consultation and we will set up roofing books that show real job profit.
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