— Lisa
Roofing Legacy
Build a Roofing Bookkeeping Business That Serves You—and Your Clients
Roofing Legacy is a 12-month implementation program for bookkeepers who are ready to build a profitable, structured bookkeeping business serving roofing contractors.
This isn't about watching more courses.
It's about working together to implement what matters most.
You'll receive personalized guidance, accountability, and support as you build your business with confidence.
Together we'll work on:
✔ Pricing your bookkeeping services with confidence
✔ Building simple systems that save time
✔ Marketing consistently to attract the right clients
✔ Communicating confidently with roofing contractors
✔ Growing from bookkeeper to trusted business advisor
✔ Building a business that supports the life you want
The goal isn't simply to get more clients.
The goal is to build a business you'll still enjoy leading years from now.
What's Included
🔹 VIP Strategy Sessions
We'll work together to implement your next steps.
Whether we're reviewing your bookkeeping, improving your systems, solving client challenges, or building your marketing, these sessions are focused on moving your business forward.
VIP sessions may be divided into shorter implementation meetings when it best serves your progress.
🔹 Monthly Group Coaching
Join live monthly coaching where we work through real bookkeeping questions, roofing scenarios, marketing, pricing, systems, and business growth.
Learn from both your own questions and the experiences of other members.
🔹 Quarterly 1:1 Strategy Sessions
Every quarter we'll meet privately to review your business, celebrate your progress, and create a clear plan for your next stage of growth.
Bring your questions, challenges, and opportunities.
We'll work through them together.
🔹 Roofing Bookkeepers Connection Community
Stay connected with a growing community of bookkeepers serving roofing contractors.
Ask questions.
Share wins.
Continue learning alongside others walking the same path.
🔹 Templates, Worksheets & Resources
You'll receive practical templates and resources that support your marketing, client communication, workflows, pricing, and business systems.
Everything is designed to be implemented—not just collected.
Program Structure
✔ 12-Month Guided Mentorship
✔ Start Anytime
✔ Payment Plans Available
✔ Personalized Support Throughout Your Journey
Roofing Legacy Is Different
Roofing Legacy isn't about adding more information.
It's about helping you confidently apply what you already know.
Together we'll build:
A profitable bookkeeping business
Clear client systems
Consistent marketing habits
Strong communication with contractors
Confidence as a trusted advisor
One step at a time.
If You're Ready
If you're ready to stop trying to figure everything out alone...
If you're ready to build a bookkeeping business with clarity, confidence, and ongoing support...
Roofing Legacy is your next step.
Meet Helen - Your Business Bookkeeping Coach & 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 and men 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