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Roofing Financial Health Assessment

“Are You Actually Profitable… or Just Busy?”

Identify if your roofing company is financially structured to scale profitably.

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Question 1 of 30

First Name

Question 2 of 30

Last Name

Question 3 of 30

Email

Question 4 of 30

Company Name

Question 5 of 30

Mobile Phone Number

SECTION 1: FINANCIAL VISIBILITY

How well do you know your numbers? financial reports (P&L, cash flow, etc.)?

Question 7 of 30

How often do you review your financial reports (P&L, balance sheet, etc.)?

A

Weekly and I understand them clearly

B

Monthly but not fully confident

C

Rarely or only when needed

Question 8 of 30

Do you know your current profit margin?

A

Yes, and I track it consistently

B

I have an idea but not exact

C

No

Question 9 of 30

Do you separate business and personal finances?

A

Completely separate accounts

B

Somewhat mixed

C

Fully combined

Question 10 of 30

Do you have a dedicated bookkeeper or financial professional?

A

Yes (consistent + industry-specific)

B

Yes, but inconsistent or generic

C

Yes, consistent but generic

D

No

SECTION 2: CASH FLOW & PROFITABILITY

Do you have a healthy cashflow?

Question 12 of 30

How predictable is your cash flow?

A

Very predictable month-to-month

B

Some ups and downs

C

Unsure

D

Completely inconsistent

Question 13 of 30

Do you ever struggle to cover expenses (payroll, materials, etc.)?

A

Never

B

Occasionally

C

Frequently

Question 14 of 30

How do you price your jobs?

A

Based on data, margins, and job costing

B

Based on experience/estimates

C

Based on competitors or guesswork

Question 15 of 30

Do you know your break-even point?

A

Yes and I track it regularly

B

I've heard of it but don’t track it

C

No

SECTION 3: JOB COSTING & TRACKING

Are you tracking the right numbers?

Question 17 of 30

Do you track profitability per job?

A

Yes, every job

B

Sometimes

C

No

Question 18 of 30

Do you track material, labor, and overhead separately?

A

Yes, consistently

B

Somewhat

C

No

SECTION 4: SYSTEMS & PROCESSES

Do you have systems in place?

Question 20 of 30

What system do you use for bookkeeping?

A

Organized software (QuickBooks + processes)

B

Basic tracking/spreadsheets

C

Disorganized / none

Question 21 of 30

Are your books up to date?

A

Always current

B

1–2 months behind

C

3+ months behind

Question 22 of 30

Do you reconcile your accounts regularly?

A

Monthly or better

B

Occasionally

C

Rarely or never

SECTION 5: TAXES & COMPLIANCE

Do you have your taxes figured out?

Question 24 of 30

Are you prepared for taxes year-round?

A

Yes, planned and set aside

B

Somewhat prepared

C

Scrambling every year

Question 25 of 30

Do you work with a CPA who understands roofing/construction?

A

Yes

B

Generic CPA

C

No

SECTION 6: GROWTH & DECISION MAKING

Are you using your numbers to grow your business?

Question 27 of 30

Do you use your numbers to make business decisions?

A

Yes, regularly

B

Sometimes

C

No

Question 28 of 30

Can you confidently answer:

“What did I actually make last month?”

A

Yes exactly

B

Rough estimate

C

No

Question 29 of 30

Do you have financial goals and targets?

A

Yes, clearly defined and tracked

B

General goals

C

No

Question 30 of 30

Do you feel in control of your finances?

A

Completely in control

B

Somewhat

C

Overwhelmed

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