Welcome To The Executive Systems Program
Your Business Will Transform Into An Operational Powerhouse
giving you clarity and control.
See If Executive Systems Is the Right Fit for Your Business
Our Systems Program is designed for contractors typically doing $5M–$30M+ in annual revenue who are ready to streamline operations, scale with confidence, and connect their CRM to their financials.
Let’s schedule a call to see if it makes sense for your business.
Book A CallIt will do well and expand and grow. That's a significant benefit for a business owner to be able to step away. Now, if I were ever to sell my company, I absolutely have the accurate books to back it up."
Do These Struggles Ring Any Bells?
Is Your Roofing Company Stuck In A Cycle Of Operational Chaos Or Stalled In Growth Despite Your Tireless Efforts To Scale?
We see it all the time: contractors invest in JobNimbus or another CRM, but never unlock its full potential. Instead of simplifying the business, it adds frustration.
That’s where we come in.
Through our Executive Systems Program, we:
– Customize your CRM to match your exact sales, production, and billing workflows
– Automate follow-ups, customer communications, and reporting
– Connect your CRM to your financials for full clarity on jobs and margins
– Train your team so the system actually gets used the right way, every day
The result? A business that runs smoother, scales faster, and gives you back control of your operations.
We’ve been where you are.
We’ve fixed the same problems.
And now we help contractors like you break free from operational chaos and scale with confidence.
Key Benefits Of The Executive Systems
Virtual & In-Person Collaboration
Weekly strategy calls, real-time communication, and on-site workshops to ensure smooth training, migration, and adoption across all departments.
Installation Of Proven SOPs & Systems
We install repeatable, white-labeled processes and SOPs, supported by team training, so your business runs efficiently without reinventing the wheel.
Access to Industry-Specific Experts
With 15+ years of roofing industry experience, our team integrates financial, operational, sales, and production strategies to turn your CRM into a true growth engine.
Hear What Others Are Saying:
The Executive Systems Is A 12-Month Fully Customized CRM Buildout
Our Program Deliverables
How EP Will Help You Systemize Your CRM.
The Executive Systems is a CRM overhaul program focusing on streamlining and simplifying operations for increased efficiency in your business.
The result is a fully enhanced and optimized CRM, comprehensive training guides, and customized standard operating procedures (SOPs).
We thought we had some clarity before, but we were mistaken. Now, with the excellent processes we have in place for financial clarity and tracking, we're light years ahead of where we were.”
Here's Everything You Get In Executive Systems
This Program Is A 6-Month Commitment
Executive Systems
Level 1
For contractors aiming to streamline operations can revamp their JobNimbus CRM with our customized solutions. Our goal is to enhance efficiency with a CRM built for your business, comprehensive training, tailored SOPs, and more.
30-Day Money Back Guarantee
REAL-TIME COMMUNICATION
Executive Systems
Level 2
Executive Systems Level 2 is everything Level 1 is but incorporates additional sophistication, support, and training to accommodate implementation with larger teams. The outcome of full integration and efficency are the same.
30-Day Money Back Guarantee
REAL-TIME COMMUNICATION
Our Guarantee To You
We’re all in on the Executive Systems Program, and we want you to be, too. But hey, cold feet happens. That’s why we’ve have a 30-Day money-back promise. Have a meeting with us, check out the materials and trainings, and if it’s not you’re jam, we’ll refund you with no questions asked. We’re here to make sure you feel good about your journey with us right from the get-go.
Success Stories That Inspire
Colby Strickland - B&A Roofing
Shawn Whalen - Whalen Exteriors
Tyler Bustraan - Paramount Roofing
Kevin Prince - Andes Roofing
Joe Kremer - MadeWell Restoration
Ken Strecker - Just Roofs & Gutters
Commonly Asked Questions
Who are the Executive Partners?
Executive Partners was founded to solve the most common challenges roofing and exterior contractors face: messy financials, unclear strategy, disconnected systems, and lack of leadership support.
We provide contractor-focused programs that give you the exact level of support your business needs:
Executive Accounting – Done-for-you bookkeeping and back office admin.
Executive Financials – Accounting plus CFO-level strategy for profitability and growth.
Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.
Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.
Unlike generic bookkeepers, consultants, or CRM vendors, we don’t just advise — we execute. We handle the back office, integrate your systems, and step in at an executive level so you can focus on leading and growing your business.
What solutions does Executive Partners offer?
Executive Partners provides four core programs designed for roofing and exterior contractors:
Executive Accounting – Done-for-you bookkeeping and back office admin.
Executive Financials – Accounting plus CFO-level strategy for profitability and growth.
Executive Systems – CRM buildout, workflow automation, and operational optimization with integrated financials.
Executive Partnership – Full executive support across departments, combining financial, operational, and strategic leadership.
Which program is right for me?
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.
What size companies do you typically work with?
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.
What if my books, systems, or processes are a mess?
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.
How do you distinguish yourselves from other coaching or consulting services?
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.
How quickly will I see results?
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.
Do you offer a guarantee?
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.
What’s the commitment?
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.
What’s the first step to get started?
Book a call with our team. We’ll review your current financials and operations, identify gaps, and recommend the right program for your business.