Profit Margin Recovery
Schedule a strategy call

More revenue doesn't always mean more profit.

We help roofing and home-service companies uncover lost revenue, improve margins, fix operational bottlenecks, and turn growth into sustainable profit.

Schedule a strategy call
$545KMissed revenue identified at a single roofing company
40%+Gross margins increased from 25-30%
20+ yearsRoofing sales and operations leadership

What would 3 more points of profit mean to your business?

Small improvements in profit create a big impact on your bottom line.

$10 million in revenue$300,000in additional profit
$25 million in revenue$750,000in additional profit
$50 million in revenue$1,500,000in additional profit

Choose the level of help that matches the problem

Start small, prove the opportunity, then go deeper only when the numbers justify it.

Low-risk start

Roofing Profit Snapshot

$2,500

Find obvious revenue and margin leakage before a larger commitment.

  • Review of 5-8 complete job files
  • Revenue and margin leakage scan
  • Estimate, supplement, and billing red flags
  • Job-cost and commission review
  • Top 3-5 immediate corrections
  • 60-minute owner findings call
Best for owners who want to test the value first.
Deep diagnosis

Profit Recovery + Operations Audit

$7,500

Identify systemic problems costing revenue, margin, speed, or accountability.

  • Review of about 15-25 complete jobs
  • Sales-to-production workflow review
  • Supplement and documentation analysis
  • Full job-cost and commission analysis
  • Margin leakage and process gaps
  • 90-day implementation roadmap
The $2,500 Snapshot may be credited if you upgrade within 30 days.
Build + implement

Roofing Performance Transformation

$15K-$25K

Install systems, controls, scorecards, and accountability to fix what the audit uncovered.

  • 6-8 week implementation engagement
  • CRM stages and handoff workflow
  • KPIs and PM / sales scorecards
  • Pre- and post-supplement process
  • Margin and documentation controls
  • Leadership and team training
Optional Saturday onsite implementation intensive.
Ongoing executive support

Executive Performance Partner

$7,500+/mo

Outside executive support focused on performance, accountability, and profitable growth.

  • Weekly 60-minute executive session
  • KPI, pipeline, and margin review
  • Sales and PM performance coaching
  • Leadership and compensation decisions
  • Operational bottleneck problem-solving
  • Growth, branch, and market support
3-month minimum. Best after an audit or implementation.

Why this exists

These are results from past engagements with roofing companies:

Results vary by company.

This isn't theory. It's experience.

Documentation required for financial and profitability analysis

Whether we're reviewing 5-8 projects or conducting a comprehensive audit of 25 or more, every project requires the same level of financial and operational documentation to ensure accurate findings.

Read-only access is acceptable. All information is treated as confidential.

Required information for each project

1. CRM and customer documentation

  • CRM access and complete job history
  • Job photos and supporting documentation
  • Signed contracts, proposals, estimates, and change orders
  • Customer invoices, payment records, and outstanding balances

2. Insurance and revenue documentation

  • Original insurance estimates and detailed line-item scopes
  • Revised carrier estimates and approved supplements
  • Submitted, pending, or denied supplements
  • Recoverable depreciation and payment documentation

3. Job costs and compensation

  • Itemized material costs and supplier invoices
  • Labor costs, subcontractor invoices, and work orders
  • All additional job-related charges and expenses
  • Sales commissions, project manager compensation, bonuses, and other job-specific incentives

Consistent standards. Scalable analysis.

Every project undergoes the same documentation review and financial evaluation.

The difference between our engagements is the number of projects analyzed and the depth of the resulting business recommendations, not the quality or completeness of our review.

Our goal is to identify missed revenue, uncover margin erosion, validate actual job profitability, and provide actionable recommendations that improve your company's financial performance.

Start with the $2,500 Snapshot

Book a free 20-minute call to see whether the Snapshot fits your company. You will pick a time that works and tell me a little about your business beforehand.

Choose a time

Prefer email? Write to Brian@ProfitMarginRecovery.com