For established roofing companies ready for their next stage


Build the business systems your roofing company needs for its next stage of growth.

Clear numbers. Clear strategy. Consistent execution.

Kaxpe helps established roofing companies understand what is limiting growth, build the financial roadmap for the next revenue milestone, and manage execution against the plan.

Financial and growth planning materials for a roofing-company ownerGrowth guided by the numbers

The problem behind the growth goal

More revenue does not automatically create a stronger company.

A roofing business can stay busy while cash remains tight, margins weaken, leads fluctuate, and the owner carries every important decision. The next stage requires the parts of the business to work as one system.

01

Growth without more profit

Revenue rises, but job economics, overhead, or production inefficiency absorb the gain.

02

Cash that stays tight

Payroll, materials, debt, taxes, and collections create pressure despite a healthy backlog.

03

Disconnected advisors

Bookkeeping, marketing, sales, and operations each report activity without showing the owner the whole business.

04

Plans without execution

Priorities are discussed, but no consistent rhythm keeps ownership, deadlines, and results visible.

The connected view

The roofer sees jobs. Kaxpe connects the business behind them.

Your bookkeeper sees the transactions. Your marketing company sees the campaigns. Kaxpe connects the numbers, sales, marketing, capacity, and cash so you can see what needs to happen next.

01Revenue target
02Leads
03Estimates
04Conversion
05Jobs
06Capacity
07Labor
08Gross margin
09Cash
10Reinvestment
11Next target

One service. One plan.

A growth system built around the owner’s next milestone.

Kaxpe provides the financial foundation, growth management system, and execution discipline needed to pursue the owner’s next milestone. If the company is at $2 million and pursuing $5 million, the roadmap is built around that objective. If it is at $5 million and pursuing $10 million, the process is applied to the next milestone. The system creates direction and accountability without promising a result no advisor can control.

One growth relationship

Kaxpe Growth Management System

Starting investment

$3,000/ month

Three-month initial commitment. Final pricing reflects accounting and operating complexity.

The result

A clearer business, a financially grounded growth roadmap, and consistent execution against the plan.

What changes for your business

See the whole business—and know what needs to happen next.

  • Know why growth is—or is not—producing more profit.
  • See cash pressure before payroll, taxes, vendors, or expansion turn it into an emergency.
  • Understand which jobs, costs, pricing decisions, and capacity constraints are weakening margins.
  • Connect lead volume, close rate, average ticket, and marketing spend to the revenue target.
  • Decide whether the company can support another crew, estimator, salesperson, vehicle, or equipment purchase.
  • Keep the few priorities that matter moving through clear ownership and consistent accountability.
  • Make growth decisions with one connected view of numbers, sales, marketing, capacity, and cash.
  • One accountable partner connecting finance, growth strategy, performance, and execution.
Karlos Aquino, founder and fractional CFO at Kaxpe

Karlos Aquino

Founder & Fractional CFO

Why trust Kaxpe?

Finance leadership applied to the whole business.

Karlos Aquino brings an MBA in Finance, a Bachelor of Science in Accounting, and finance leadership experience to the work of connecting financial performance with growth decisions.

Kaxpe gives the owner one accountable relationship for maintaining the financial foundation, translating the next milestone into a workable plan, and keeping execution visible.

A strong fit

Built for established roofing companies—not every business with a ladder.

The revenue range is a guide, not an automatic exclusion. Fit depends on traction, complexity, owner commitment, and whether the company is ready to manage growth through measurable decisions.

01

Established traction

Generally best suited for roofing companies generating approximately $1 million to $10 million annually.

02

A real next milestone

The owner has a meaningful growth objective and wants to understand what the business must support to pursue it.

03

Willingness to use the numbers

Leadership will provide information, confront constraints, and act on clearly assigned priorities.

04

QuickBooks Online

The company uses or is prepared to use the accounting platform supported by Kaxpe.

Direct answers

Know the relationship before you apply.

Clear expectations protect both the owner and Kaxpe.

What is the Kaxpe Growth Management System?

It is one ongoing relationship that connects dependable monthly financial information with cash visibility, growth planning, performance measurement, and execution accountability for established roofing companies.

How much does it cost?

Engagements start at $3,000 per month with a three-month initial commitment and monthly payment in advance. Final pricing reflects the company’s accounting and operating complexity.

Why does pricing start at $3,000 instead of being fixed?

Entity count, transaction volume, financial accounts, payroll complexity, job costing, financing activity, and the condition of the books can differ materially between roofing companies. Kaxpe confirms the final scope and fee after reviewing fit and complexity.

What type of roofing company is the best fit?

The system is generally best suited for established residential, commercial, or mixed roofing companies generating approximately $1 million to $10 million annually. That is a guideline rather than an automatic exclusion for nearby companies.

What accounting work is part of the standard starting scope?

For one operating entity, the standard scope includes monthly transaction categorization, bank and credit-card reconciliations, month-end close, financial statements, management reporting, cash-flow forecasting, and financial and profitability analysis.

What accounting work is outside the standard scope?

Payroll processing, bill payment, accounts-payable execution, tax preparation, tax filing, audit, assurance, review, compilation, major historical cleanup, additional entities, and unusually complex accounting or job-costing remediation are excluded unless separately agreed in writing.

Your next milestone

See whether Kaxpe is the right partner for the next stage of your roofing company.

Share the company’s current stage, next target, and biggest constraint. Kaxpe will follow up when the Growth Management System appears to be a good fit.

Apply for a Strategy Call