Executive Partners provides four core programs designed for roofing and exterior contractors:

1. Executive Accounting – Done-for-you bookkeeping and back office admin.

2. Executive Financials – Accounting plus CFO-level strategy for profitability and growth.

3. Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.

4. Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.

• If you just need your financial back office handled → Executive Accounting.

• If you want clean books + CFO-level strategy → Executive Financials.

• If you want CRM and operational systems built or optimized → Executive Systems.

• If you need broad executive leadership across departments → Executive Partnership.

Most of our clients are roofing and exterior contractors doing $3M–$20M in annual revenue.

• Executive Accounting and Executive Financials are ideal for contractors in the $1M–$20M range who want clean books, financial clarity, and CFO-level strategy without hiring full-time staff.

• Executive Systems and Executive Partnership are typically reserved for larger companies in the $5M–$30M+ range, where operational complexity, multi-department workflows, and enterprise-level leadership support become critical.

Whether you’re scaling past $1M or preparing to break through $20M+, our programs are designed to meet you where you are and grow with you.

That’s completely normal. Most contractors come to us with messy books, outdated CRMs, or disconnected processes. Cleanup and optimization are built into our onboarding process, so you’ll start fresh with a clean foundation.

Most coaching and consulting firms stop at advice. They’ll give you recommendations, maybe a playbook, and then check in weeks later. At Executive Partners, we go further — we don’t just advise, we execute.

Our team becomes deeply involved in your business on a weekly basis. We build and manage your financial back office, implement your CRM and operational systems, and provide executive-level leadership that drives real results.

We specialize in roofing and exterior trades, which means we understand job costing, vendor relationships, production challenges, and margin protection in ways generic firms simply can’t.

Instead of surface-level tips, you get tailored strategies and hands-on implementation designed to create lasting profitability, scalable systems, and a healthier business overall.

• Executive Accounting: Within 30–90 days, you’ll have clean books, reliable payroll, and accurate reports.

• Executive Financials: Strategic improvements typically show up within 3–6 months as clean data powers better decisions.

• Executive Systems: Most CRM and process buildouts along with training and migration are completed in 4–6 months.

• Executive Partnership: You’ll feel immediate leadership and support from day one, but the expectation is defined by the point of destination.

Yes. We offer a 30-day money-back guarantee for All EP Programs. If you don’t see value in the first month, we give you all your money back, no questions asked.

• Executive Accounting & Executive Financials: 12-month commitment. These programs require time to clean up your books, implement financial strategy, and drive measurable results.

• Executive Systems & Executive Partnership: 6-month minimum commitment, with most clients continuing for 12 months or longer to get the full benefit of scaling and optimization.

We’ve found that while meaningful progress happens quickly, the businesses that see the greatest long-term success are the ones that stay with us for at least a year.

Book a call with our team. We’ll review your current financials and operations, identify gaps, and recommend the right program for your business.