Roofing Mentorship & Coaching Program
A 12-month private advisory experience designed for bookkeepers ready to build at a higher level with clarity, confidence, and long-term support.
What You Will Build Inside the Roofing Mentorship & Coaching Sessions
• Greater confidence working with roofing and construction clients
• Stronger pricing and higher-value client conversations
• Clearer systems for serving clients without overwhelm
• Better decision-making as your business grows
• A stronger identity as a trusted advisor, not just a bookkeeper
Your 12 months begin the day you enroll
Here’s What You Receive:
Deep Dive VIP Day
A hands-on working session to strengthen your bookkeeping systems, structure, and business clarity.
This can be divided into smaller sessions for easier implementation.
Monthly 1:1 Mentorship Focus
Private monthly guidance tailored to your business, your decisions, and your growth.
Monthly Group Trainings (12 Months)
Live practical training focused on real bookkeeping, advisory thinking, and current business challenges.
Bookkeeper Connections Community
Ongoing access to a supportive group of bookkeepers serving roofing and construction businesses.
Ready-to-Use Templates & Worksheets
Practical tools you can apply immediately inside your own business.
Program Details
• 12-month private advisory program
• Start anytime
• Payment plans available with deposit
This Is Not a Course Library
This is a private advisory relationship designed to help you think more clearly, lead more confidently, and grow with support over time.
If you are looking for deeper guidance, stronger decisions, and long-term growth, you are in the right place.
Meet Helen - Your Roofing Mentor
I started in bookkeeping over 25 years ago while running a roofing company with my husband. We struggled with cash flow until I mastered QuickBooks and job costing. Since then, I've helped dozens of roofing contractors grow profits - and now I specialize in teaching women just like you how to build a profitable bookkeeping business from scratch. If you've ever dreamed of working from home and earning real income, this is your chance.
What Others Are Saying
We’re launching a new roofing company and wanted to make sure QuickBooks and our CRM were set up correctly from the beginning.
Helen walked us through exactly what mattered — chart of accounts, job costing, and how the CMR should sync to QuickBooks.
She didn’t overwhelm us or oversell anything. She explained the ‘why’ behind every decision and helped us avoid mistakes we didn’t even know to ask about. We finally feel confident that our numbers will make sense as we grow.”
— Roofing Business Owner & Operations Manager
During a QuickBooks cleanup project, Helen helped me see how much hidden complexity existed — unreconciled years, payroll mapping issues, and reporting that didn’t reflect reality.
She showed me how to fix the structure first instead of just pushing transactions through. That insight alone changed how I scope, price, and communicate cleanup work going forward.”
— Bookkeeper, Client Cleanup Project
I was under a lot of pressure to send a Profit & Loss report to an investor, but my QuickBooks was out of sync and the bank reconciliations weren’t correct.
Another accountant had already gone in and made journal entries that actually made things worse.
Helen spent four hours with me in a VIP half-day session right before Christmas, and we cleaned up my entire QuickBooks file — something I had never been able to fully do on my own.
By the end, my bank accounts were reconciled, my reports were accurate, and I finally felt confident sending financials to an investor. That alone was a huge relief.”*
— Bookkeeper for a Roofing Company