Clean books. Real job costing. Profit you can see.
Plymouth Financial is a bookkeeping firm built for roofing and home service companies. We keep your books clean, reconciled, and job-costed every month — so you know exactly which jobs, crews, and lead sources are making you money.
Job #147 — Full Replacement
25.3% GPEvery job, every month. Know your true margin per roof — not one blended number.
Contractor roots. Bookkeeper precision.
Plymouth Financial was founded on a simple observation: the trades are full of great companies running on bad numbers. Owners who can build anything, sell anything, and lead a crew through a brutal season — but who haven't seen an accurate profit number in months, because their bookkeeper doesn't understand how contracting actually works.
We come from the roofing world, not the accounting world. Before Plymouth Financial, our founder Caleb spent years inside the roofing industry — on the sales side, closing over $1M in roofing contracts in his first year — and saw firsthand how supplements, commissions, sub crews, and material swings turn a company's books into a fog. That's the problem this firm was built to fix.
We're not a call center or an offshore back office. When you work with Plymouth Financial, you get a direct line to the people doing your books, flat monthly pricing agreed up front, and financials explained in plain English — the way you'd want a foreman to walk you through a job.
Direct access
You talk to us, not a ticket queue. Call, text, or email — we answer.
Industry fluency
Supplements, retainage, 1099 subs, per-square costing — no translating needed.
Flat, honest pricing
One monthly number. No hourly meters, no surprise invoices.
Your numbers, protected
Bank-level secure connections and strict confidentiality on every account.
Built for the trades — roofing first
Plymouth Financial specializes in home service and exterior contractors doing roughly $1M–$5M in annual revenue — big enough that you can't see every dollar anymore, not big enough to justify a full-time controller.
Roofing is our core focus. Insurance supplements, retainage, per-square costing, sub crews — we already know how your money moves.
Get Your First Month FreeFrom messy books to monthly clarity
Free book review & quote
Fill out the quote form or call us. We take a short look at your current books and give you a flat monthly price — plus a cleanup scope if one's needed.
Get caught up & set up right
We reconcile every account, fix miscategorized history, and build a contractor chart of accounts with job costing structured for how you actually work.
Clean books & a clear report
Every month: reconciled books, job-level profit reporting, and a plain-English summary of what moved. Tax time becomes a handoff, not a crisis.
Contractor bookkeeping, answered
Do you only work with roofing companies?
Roofing is our core specialty, but we work with home service contractors across the trades — HVAC, electrical, plumbing, siding, and exteriors. The financial mechanics are similar: job-based revenue, material and labor costs that swing by project, subcontractor payments, and insurance or supplement work that muddies the books.
My books are months behind. Can you clean them up?
Yes. Most contractors come to us with books that are behind, miscategorized, or reconciled incorrectly. We start with a cleanup project to get every account reconciled and every transaction categorized correctly, then move you onto a monthly cadence so it never falls behind again.
What is job costing and why does it matter for a roofer?
Job costing tracks the actual materials, labor, subcontractor, and overhead costs against each individual job, so you know what each roof actually made you — not just what the company made overall. Without it, unprofitable jobs hide inside a profitable-looking P&L, and you keep selling work that loses money.
Do you work with contractors anywhere in the country?
Yes. Our bookkeeping is fully remote — we work with roofing and home service companies across the United States through QuickBooks Online, secure document sharing, and scheduled video reviews. Location never gets in the way.
Do you file taxes?
We handle the bookkeeping — the accurate, reconciled, contractor-specific financials your tax professional needs. For tax preparation and filing, we coordinate directly with your CPA, or connect you with contractor-focused tax partners we work with, so nothing falls through the cracks between the books and the return.
What does contractor bookkeeping cost?
Pricing depends on transaction volume, number of accounts, whether a cleanup is needed, and the level of job costing detail you want. Most monthly engagements for contractors in the $1M–$5M range land on a flat monthly fee — no hourly billing surprises. Request a quote below and we'll give you an exact number after a short review of your current books.
Get your first month free
Tell us a little about your company and the state of your books. We'll come back with a flat monthly price — and your first month of bookkeeping is on us, so you can see the difference before you pay a dime.