As your roofing company grows — taking on more projects, expanding into new regions, or acquiring other businesses — your financial systems might start holding you back. What once worked when you had a handful of jobs or a single office may now feel disjointed, manual, or risky.

If you’re juggling multiple divisions, entities, or revenue streams, and struggling to get clear insights into your financials, you’re not alone. Many roofing contractors reach a tipping point where spreadsheets and basic accounting platforms just don’t cut it anymore.

When Basic Accounting Platforms Fall Short

For growing roofing businesses, tools like QuickBooks are often the first step in managing finances. But as your operations expand, cracks start to show — especially when you're managing multiple locations, projects, or teams.

That’s what happened to Apex Roofing and Restoration, a family-owned company operating across the Southeast. With over 38,000 completed residential projects and ten business divisions, their accounting was fragmented across ten separate QuickBooks files. Month-end close became a time-consuming process, requiring extensive manual effort to reconcile numbers and ensure accuracy across the organization.

And it wasn’t just inefficient — it was risky. Revenue recognition, particularly for jobs in progress, became harder to manage accurately. Apex's team was forced to make monthly manual adjustments to stay GAAP-compliant, opening the door to potential errors and inconsistencies.

Are You Reaching a Similar Tipping Point?

If any of this sounds familiar, it may be time to reassess your financial systems. Common signs you're outgrowing your current setup include:

• Month-end close that drags on for weeks
• Errors from manual data entry and disconnected systems
• Limited visibility into project profitability
• Difficulty managing multiple entities or divisions
• Gaps between your CRM and accounting tools

When your internal processes start draining resources and holding up strategic decisions, it’s a sign you need a more scalable solution.

The Case for a Scalable, Construction-Focused ERP

Modern ERP platforms built for construction — like Sage Intacct Construction — help roofing companies centralize financial data, automate critical tasks, and gain real-time visibility into operations.

That’s the route Apex took. They implemented Sage Intacct Construction to consolidate their financial processes, automate revenue recognition, and integrate with other key systems like AccuLynx.

The impact was immediate:

• Month-End Close Reduced by 33%: From 15 days to just 10
• Automated Revenue Recognition: Aligned with real-time operational data
• Improved Multi-Entity Management: A single system to oversee 10 divisions
• Daily Financial Visibility: Including profit and loss statements
• Seamless Integrations: CRM and sales data connected directly to accounting

Why Implementation Matters Just as Much as the Solution

Choosing the right system is only half the battle — the implementation process is equally critical to success. Apex partnered with CBIZ CompuData, a technology solutions provider with deep expertise in construction accounting, to implement their new solution.

CBIZ CompuData worked closely with Apex and their CRM provider to seamlessly integrate AccuLynx with Sage Intacct Construction, ensuring the system met Apex’s needs while also creating a scalable solution that could benefit other companies in the roofing industry.

The end result wasn’t just a smoother go-live — it was a scalable foundation for Apex’s future acquisitions and strategic growth.

Is Your Financial System Built for Growth?

Upgrading your financial system isn’t just about accounting — it’s about making better business decisions. A modern ERP helps you reduce risk, gain visibility, and scale with confidence.

If you’re feeling the pain of manual processes, disconnected tools, or time-consuming close cycles, it may be time to rethink your foundation. Like Apex Roofing, your business could benefit from a system that works as hard as you do.