QuickBooks Cleanup · Roofing · South Carolina
A one-time QuickBooks cleanup for South Carolina roofing companies. Material-heavy job costs put back on the jobs, customer deposits moved off the income line, insurance-claim work tracked on its own. Fixed scope, fixed price, and a date it is finished by. Monthly bookkeeping after that is your call, not a condition.
What we handle
Roofing runs on materials and crews, and both bleed margin fast when the books are messy. We keep job costing accurate and your close on schedule so you can price and staff with confidence.
Shingles, underlayment, and disposal tracked per job so margins survive contact with reality.
Deposits booked as a liability until the job is earned - not counted as income too early.
Milestone-based revenue recognition on larger and commercial jobs.
Insurance-funded work tracked separately so claim jobs reconcile cleanly.
Crews and subs tracked against the 2026 reporting threshold of $2,000 and prepared for 1099 filing.
Storm-season spikes and slow months mapped into clear monthly reporting.
Pricing
A cleanup is a one-time project — fixed scope, fixed price, and a date it is finished by. These are starting prices, not sight-unseen quotes; the exact figure is set after a free books diagnostic.
Monthly bookkeeping afterwards is optional, never a condition of the cleanup. Plans run $149 Starter, $299 Growth and $599 Scale per month — no setup fee, cancel any time. See how a cleanup works →
The detail
Roofing has a cash-flow shape that very few other trades share: large deposits, heavy material spend up front, insurance work, and weather that moves the whole schedule.
Insurance-funded work runs on a different clock. Payment arrives in stages, often split between an initial check and a depreciation release after completion, and sometimes with the mortgage company in the middle.
Treated as a single invoice, the timing gaps look like collection problems. Tracked properly, you can see what is genuinely outstanding versus what is simply not due yet.
Roofing collects substantial money before a single bundle goes on the roof. Recognized as revenue on receipt, a month where you took three deposits and completed nothing looks outstanding — right up until the material invoices land the following month.
Deposits sit as a liability until the work is earned. It makes strong months look less dramatic and weak months less alarming, which is the point.
Shingles, underlayment and flashing bought in bulk across several jobs need splitting back to those jobs. When they sit in one materials expense line, job margin is an estimate rather than a fact, and material price rises show up as a vague sense that things are tighter.
Most roofing operations run a mix of employed crew and subcontracted labor, sometimes on the same job. Pooled, you cannot answer the question that matters: which arrangement is actually cheaper per square, once callbacks and supervision are counted?
Subcontractor spend is also tracked against 1099 reporting through the year rather than reconstructed at the deadline.
How a month runs
The same sequence every month, so you know when numbers land and what they will tell you.
Closes finish within 3–5 business days of receiving your documents. The gap between month end and a finished close is almost always waiting on statements or receipts, which is why document requests go out through a secure portal rather than email threads.
Common questions
It makes month-to-month comparison less useful, not the reporting itself. We compare against the same period last year and report on completed job margin rather than calendar revenue, so a rained-out fortnight shows up as timing rather than as a business in decline.
A cleanup is a one-time project and starts at $750, $1,800, $3,200 or $4,500 depending on scope. Those are starting prices, not sight-unseen quotes — the exact figure is confirmed after a free books diagnostic, and it is fixed before any work begins.
Monthly bookkeeping afterwards is optional, never a condition of the cleanup. Plans are $149 (Starter, up to 100 transactions), $299 (Growth, up to 400) and $599 (Scale, up to 1,000). Transactions above your plan cap bill at $0.50 each. Payroll processing and reporting are included with Growth and Scale. There is no setup fee and you can cancel at any time.
Usually less than people expect. We work inside your existing QuickBooks Online file rather than moving you onto proprietary software, so there is no migration and no lock-in. If you leave, the file is yours and it goes with you.
The first step is a review of what is already there, and nothing gets changed without telling you first. If the prior work is clean, we pick up from where it stands. If it is not, you will get a written scope before anyone starts fixing it.
Plenty of trades businesses do, and for a one-van operation with simple billing it can work. It stops working at the point where jobs overlap, subcontractors get involved, deposits arrive before work starts, and equipment purchases need capitalizing. That is usually where the books quietly stop reflecting reality — the bank balance looks fine while margin is leaking on jobs nobody has costed.
The test is simple: if you cannot say which of last quarter's jobs made money, the books are not doing their job yet.
Tell us about your business and get a free books diagnostic - no call required, no obligation.
Get your free books diagnostic →Tell us where the books stand today. You'll get a written assessment and a fixed-price quote within one business day — no call required.
Prefer to talk? Email hello@flowbookkeepingservices.com or call (843) 749-8691.
Expect an email from hello@flowbookkeepingservices.com within one business day.