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.
Book Your Free ConsultationMost Roofing Companies
Are Flying Blind.
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.
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.
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.
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What You Get
Your Free
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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. |
Exchange Background
Across All Clients
Companies
Operations
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William “Billy” Lee
Founder, GWF Financial Controls
— CME/CBOT Derivatives Trader
— QuickBooks Certified
— Zero Audit Findings
— 20+ Years Experience
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Built By Someone Who Runs Real Companies
The Quant
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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