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Roofing bookkeeping · Job costing · Insurance revenue · 1099s | Austin, TX · Nationwide

Bookkeeping built for roofers.

Job costing per roof, insurance claim revenue tracking, subcontractor 1099s, and crew payroll with correct workers' comp — plus a live dashboard so you know your margin per job, not just your busy-season bank balance.

Free intro call. Instant estimate in about two minutes. No pressure, no spam.

Solo–30+
Crew sizes served
100%
Client retention
24hr
Max response time
Day 10
Books closed monthly
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★★★★★
5.0 from the owners, pastors and founders whose books we rebuilt

People don't usually talk about their bookkeeper like this.

Real notes from real clients, sent after we cleaned up their books. The names and the outcomes are theirs.

★★★★★
"THANK YOU SO MUCH!! I have been looking for a true finance partner like this!"

Three years of books rebuilt clean. Monthly close now lands by day 5.

Lauren
LaurenCEO · The Harbour Company
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★★★★★
"Phenomenal working with Turnkey CFO. Our finances have never been clearer."

Giving trends, fund balances and ministry spend, finally visible to leadership.

Dakota
DakotaHeirloom Church
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★★★★★
"Really encouraging to see everything tied out at the bank and the adjustments all traced. Great work."

A full deep dive on one account, every adjustment traced back to the bank.

Buck
BuckExecutive Pastor · Northpoint Church
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★★★★★
"You have been unbelievably helpful!! THANK YOU."

Multi-fund nonprofit books cleaned up. Monthly close cut from three weeks to under one.

Christy
ChristyExecutive Director · Village of Hope Maui
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★★★★★
"Turnkey handles all of it and I never think about the books. Easiest decision we made."

Full books and reporting, handled end to end.

JT
JTDoxa
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★★★★★
"Multiple companies, and every set of books is clean and current. They just handle it."

An 11-company group closed every month, entity by entity.

A
AustinMojo Coffee
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★★★★★
"Thanks Ricky. You're the best."

A monthly financial dashboard the whole leadership team actually reads.

Tawnya
TawnyaVillage of Hope Maui
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★★★★★
"The budget and dashboard work has changed how our team leads."

A full 2027 budget build and a live dashboard for the whole church.

Brent
BrentEpic Life Church
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★★★★★
"Thank you so much!! This is all great. I really appreciate it!"

Payroll handled end to end, questions answered the same day.

A
AlexandraOwner · Soularis
★★★★★
"Clear, on time, every month. Exactly what we needed."

Monthly P&L and balance sheet, delivered on schedule.

AD
AdamCornerstone Church ATX
Who we are

Turnkey CFO is a bookkeeping firm in Austin, Texas built for roofing contractors. We handle job costing per roof, insurance claim revenue tracking, subcontractor 1099s, crew payroll with correct workers' comp, and seasonal cash flow planning — the numbers that keep a storm-driven business healthy through the off-season. We coordinate with your CPA on tax filings.

Ricky West, founder of Turnkey CFO
Ricky West
Founder, Turnkey CFO
"Roofers don't lose money in the busy season — they lose it in January. We build the books that tell you your margin per job and how much to reserve before the slow months hit."
See it live

Your roofing numbers, live — not a PDF once a month.

Revenue by job type, margin per crew, insurance-job pipeline, and a seasonal cash forecast — updated every month and open in your browser.

  • Margin by job & crew — see which job types and crews actually make money, not just total revenue
  • Insurance pipeline — every claim's stage and what's still collectible across supplements and depreciation
  • Seasonal cash forecast — know your reserve target before the slow season hits
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Turnkey CFO live dashboard preview
Roofer working on a residential roof
BUILT FOR ROOFERS

Know your margin before the next tear-off.

Job costing, material draws, and crew payroll, in view.

What we handle

Everything your roofing business needs. Nothing it doesn't.

01

Monthly bookkeeping & close

Accurate categorization of materials, labor, subcontract costs, and revenue by job type. Full monthly close with P&L and balance sheet — including insurance job reconciliation. See all services

Core
02

Job costing per roof

Materials, labor, subcontract costs, and haul-off allocated per job so you see gross margin by job, by crew, and by job type — residential, commercial, storm, and retail. Shingles, felt, ice-and-water, ridge caps, and nails vary by roof size, pitch, and complexity; we track all of it so you know which jobs to prioritize before the next storm season.

Most popular
03

Insurance work revenue tracking

Insurance jobs have multiple payment stages: initial payment, supplement approvals, recoverable depreciation, and final check. We track each stage per job so your books reflect what's actually collectible — not just what's been deposited.

Roofing-specific
04

Crew payroll & workers' comp

Payroll for installers, laborers, sales reps, and office staff — each at the correct workers' comp classification code. Roofing installers carry among the highest comp rates in construction (Class 5551); correct classification by role can meaningfully reduce your premium and your audit exposure at renewal.

Ops
05

Subcontractor 1099 tracking

Sub crews tracked from first payment. W-9 before the first job, 1099-NEC filed by January 31. Storm season subs are the most common source of missed 1099s — we close that gap from day one.

Compliance
06

Bill pay & materials AP

Supplier invoices, material deliveries, and dumpster rental tracked and paid on schedule so your AP is current and your job costs stay accurate.

Ops
07

Live financial dashboard

Revenue by job type, margin per crew, insurance job pipeline status, seasonal cash forecast, and outstanding receivables — updated monthly and open in your browser, not buried in a PDF.

Most popular
08

Vehicle & equipment depreciation

Work trucks, flatbeds, trailers, and shingle lifts are fixed assets depreciated over multiple years — not expensed at purchase. Section 179 and bonus depreciation can accelerate deductions in the purchase year. We track every asset, document business use, and reconcile to your CPA's return categories. Behind on the books? Catch-up bookkeeping gets you current first.

Fixed assets

Tax filings and legal matters — coordinated with your CPA or attorney. Turnkey CFO is a bookkeeping firm; we don't provide tax or legal advice.

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Client retention
0hr
Max response time
0
Business-day close
0min
To get started
Getting started

Onboarding takes days, not months.

Step 1
Day 1

15-minute intro call

We learn your business — crew size, insurance vs retail mix, current software, and where the books are breaking down.

Step 2
Days 2 to 5

Books & access review

We connect to QuickBooks, clean historical data, and set up job costing and insurance tracking around your operation.

Step 3
Within 2 weeks

Live visibility

Monthly close, job-profitability dashboard, insurance pipeline tracking, and subcontractor compliance — running clean every month.

Questions

Questions roofing contractors ask us first.

Do you replace our CPA?+
No — we work alongside your CPA. We keep books clean and filing-ready year-round. If you need a CPA who understands contractors, we can refer one.
Can you track insurance jobs with multiple payments?+
Yes. We track each insurance job from initial payment through supplements and recoverable depreciation. Every payment stage is matched to the correct job so your revenue is accurate and you know what's still collectible.
How do you handle sub crews during storm season?+
We track every sub from first payment. W-9 before the first job, payments tracked per job, 1099-NEC filed by January 31. Storm season subs are the most common source of 1099 misses — we close that gap from day one.
Can you help with seasonal cash flow?+
Yes. We map your historical revenue and cost patterns to identify the slow-season cash gap, then help you build a plan around it — reserve targets, credit line timing, or off-season service expansion.
Do you work with Roofr, JobNimbus, or AccuLynx?+
Yes. We integrate your roofing CRM or estimating software with QuickBooks so job costs and revenue sync correctly without double entry.
Can we cancel?+
Month-to-month, 30-day notice. No multi-year contracts.
How much does this cost?+
Our instant estimate takes about 60 seconds and gives you a real price range. Tap any "Instant Estimate" button on the page.
Ready when you are

Ready to know your margin on every roof?

Get your instant estimate, then book a 15-minute call. No pressure, no sales pitch.

  • ✓Free 15-minute call, straight answers
  • ✓Instant estimate available before you ever talk to us
  • ✓For tax or legal questions, talk to your CPA or attorney
Book your 15-minute intro call
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