This is a 12-month advisory program designed to help you build stronger systems, gain clarity, and grow with support.
You may begin at any time.
Your 12 months begin the day you enroll
Here’s what you receive:
Deep Dive VIP Day
A hands-on working session to set up, strengthen, or clean up your bookkeeping system.
This can be divided into smaller sessions for easier implementation and clarity.
(Can be split into two-four days for clarity and implementation.)
Monthly Group Trainings (12 Months)
Live, practical training focused on real roofing bookkeeping, systems, and advisory situations.
Three (3) Private 1:1 Review & Strategy Calls
Personalized guidance for your bookkeeping business, workflows, pricing, and client questions.
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 structured program
Start anytime
Payment plans available with a deposit
This Is Not Simply a Course Library
This program is designed to give you clarity, structure, and confidence working with roofing contractors ..... without overwhelm.
If you’re looking for practical guidance, real support, and a stronger bookkeeping system, you are in the right place.
Come build your roofing bookkeeping system with guidance.
Come build your roofing bookkeeping system with guidance.
Meet Helen - Your Roofing Bookkeeping & Advisory 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