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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.
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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.
Roofing runs on job margin, subcontractor networks, and seasonal cash swings. Insurance work adds a revenue-recognition layer most bookkeepers have never navigated — so a busy season can still produce a thin year.
Job costing, material draws, and crew payroll, in view.
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
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.
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.
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.
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.
Supplier invoices, material deliveries, and dumpster rental tracked and paid on schedule so your AP is current and your job costs stay accurate.
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.
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.
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.
Revenue by job type, margin per crew, insurance-job pipeline, and a seasonal cash forecast — updated every month and open in your browser.
"Phenomenal working with Turnkey CFO — our finances have never been clearer."
Job costing and insurance-claim tracking set up per job, so margin is finally visible by crew and by job type.
We learn your business — crew size, insurance vs retail mix, current software, and where the books are breaking down.
We connect to QuickBooks, clean historical data, and set up job costing and insurance tracking around your operation.
Monthly close, job-profitability dashboard, insurance pipeline tracking, and subcontractor compliance — running clean every month.
Get your instant estimate, then book a 15-minute call. No pressure, no sales pitch.