Roofing Bookkeeping Systems & Advisory Program
This is a 12-month advisory program you can start 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 or clean up your bookkeeping system.
(Can be split into two days for clarity and implementation.)
Monthly Group Trainings (12 Months)
Live, practical training focused on real roofing bookkeeping and advisory situations.
Two (2) 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 specializing in roofing.
Ready-to-Use Templates & Worksheets
Practical tools you can use immediately — customized to fit your business.
Program Details
12-month advisory program
Start anytime
Payment plans available with a deposit
This Is Not a Course Library
This is a 12-month advisory relationship designed to give you clarity, structure, and confidence working with roofing contractors — without overwhelm.
If you’re looking for a clear system and real support, you’re in the right place.
This is a 12-Month Advisory program for bookkeepers who want to master roofing bookkeeping, understand their numbers, and become trusted CFO partners for the trades.
Come build your roofing bookkeeping system with guidance.
Enroll Now — Choose VIP or G
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
Finally feel confident we’re setting this up the right way.
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
I realized my pricing didn’t match the complexity of the work.”
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 finally trusted my numbers — right when it mattered most.”
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