Shared Roof Exec Free inspection

Three ways I can help.

Every one starts with the free inspection, and the inspection tells us which ones fit.

One of three

Part-time integrator.

An integrator turns your goals into the day-to-day work that gets them done. I’m a part-time one: the structure a full-time integrator brings, without the full-time salary. With my AI team behind me, I can give you more than a part-time hire usually can.

  • I set the meeting cadence your goals call for, and hold the team to their commitments.
  • I keep the numbers and build the systems behind them.
  • I help you with the hard calls about people, and I’m on site when it matters.

Running EOS? I can sit in the integrator seat. I’m not an EOS implementer; I work alongside yours.

I take six integrator clients in all, one per market, so I’m never at your competitor’s table. Two of six are spoken for.

Emerald Exteriors Google reviews, 2017 to today Running total of Google reviews. 38 reviews from 2017 to September 2024; 88 today, after Michelle started in October 2024. My tenure 0 25 50 75 100 2017 2019 2021 2023 2025 When I started Up 132% since
Emerald Exteriors’ Google reviews, running total. Source: Emerald’s Google Business Profile, October 7, 2026.

Two of three

Bookkeeping and P&L management.

I manage your P&L like it’s mine, with books built to run the company, not just to file taxes.

  • A budget we set together. I tell you when it drifts.
  • Clean books in QuickBooks Online, and a clean handoff to your CPA.
  • Your documents in your own Google Drive, never locked in.
  • One call a month to go over it all.
Your part

Upload receipts, approve payments, and show up for the call.

Cash position and profitability: cash on hand, credit line, card balance, accounts receivable and payable and unbilled approved work, above a monthly cash-basis profit and loss across the most recent six months with a year-to-date column.
Real screen. Figures changed for publication.
Profitability, drawn from both systems: a cash-basis profit and loss for the three most recent months with a year-to-date column: booked sales, revenue, COGS, gross profit and gross margin, variable and fixed costs, and net profit.
Real screen. Figures changed for publication.
Job performance: estimated margin against actual margin across recently closed jobs, with purchase transactions per job overlaid, each job labeled by number and trade.
Real screen. Figures changed for publication.

Three of three

Projects.

Problems solved à la carte. For example:

Your workflow.

Job statuses in AccuLynx that mean something, and automations that move each job along.

Your books.

Accounts rebuilt around how your company actually spends.

Your bills.

I set you up on Safewild Payables, so your bookkeeper can check every bill before it’s paid.

Your one-off problem.

My AI team builds a tool to solve it, without the price tag of custom software.

Prices

Monthly engagements start at $2,500 a month.

Consulting projects start at $5,000.

You’ll get a custom proposal along with your inspection results.

Not sure which one fits? That’s what the inspection is for.