For Roofing Companies

You Finished The Job.
Where’s The Money?

You close an $80,000 roof. Wait 45 days to get paid. Meanwhile payroll is due and your bank account doesn’t reflect the work you’ve already done. That’s a cash flow problem — and it’s fixable.

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20+
Years Experience
$0
Audit Findings
10+
Portfolio Companies
CME Chicago Mercantile Exchange
CBOT Chicago Board of Trade
QuickBooks Certified
Zero Audit Findings
20+ Yrs Financial Operations
The Problem

Most Roofing Companies
Are Flying Blind.

01
You Don’t Know Where The Cash Is

You’re doing real revenue — but the bank account never reflects it. The money is trapped in receivables, materials, and timing gaps. Without a cash flow forecast, you’re always reacting instead of planning.

02
Tax Season Is A Nightmare

Every April you’re scrambling. Receipts in a shoebox, bank statements you haven’t looked at in months. That’s not a tax problem. It’s a bookkeeping problem.

03
You Can’t Get A Line Of Credit

The bank wants two years of clean financials. You don’t have them. Messy books cost you access to capital — which means you’re funding every job out of pocket while you wait to get paid.

What You Get

Your Free
Consultation

In 30 minutes we go through your current financial setup and show you exactly what’s working, what’s broken, and what it’s costing you. No fluff. No sales pitch. Just your numbers.

This is not a sales call disguised as a consultation. You will leave with real information about your cash position — whether you work with us or not.

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13-Week Cash Flow Review

We map where your cash is coming in, going out, and when the gaps hit — so you know what’s coming before it arrives.

Books Health Check

We review your current bookkeeping setup and tell you exactly what’s missing, what’s wrong, and what a lender would flag.

Receivables Analysis

We identify how much cash is sitting in unpaid invoices and what it would take to accelerate your collections cycle.

Capital Access Readiness

We tell you honestly whether your financials are ready to support a credit line or SBA loan — and what needs to change.

A Clear Action Plan

You leave with the top 3 things to fix — ranked by impact, not complexity.

CME
Chicago Mercantile
Exchange Background
$0
Audit Findings
Across All Clients
10+
Active Portfolio
Companies
20+
Years Financial
Operations
William “Billy” Lee
Founder, GWF Financial Controls
CME/CBOT Derivatives Trader
QuickBooks Certified
Zero Audit Findings
20+ Years Experience
Built By Someone Who Runs Real Companies

The Quant
Standard.

“I learned from trading that you can only manage what you can measure. The same is true in business. Clean books aren’t a luxury — they’re the foundation everything else is built on.”

— William Lee, Founder
Systematic By Design

Rules-based, repeatable processes built to catch errors before they compound — the same way quantitative trading systems are built.

Operational Insight

We operate a portfolio of ten real companies. When we look at your books, we understand the operational context behind every number.

No Theory. Only Execution.

We don’t teach from slides. We run companies. Our bookkeeping is built on what actually works in the real marketplace.

Zero Tolerance

In derivatives trading, a single uncontrolled position can be catastrophic. That zero-tolerance standard is what every GWF client receives.

Move From Chaos
To Control.

Book your free 30-minute consultation. We’ll show you exactly where your money is going — and what it takes to get ahead of it.

Book My Free Consultation