Book A Meeting
Get In Touch
Book A Meeting
Book A Meeting
836 Anacapa St #2141, Santa Barbara, CA 93120
1-800-757-0510
CASE STUDY

Transforming a Family Business Through Operational Structure & Trusted Strategic Guidance

QR_logo_FNL

About Quality Roofing

What they didn’t have was structure. Like many owner-led trades companies, the business was built on intuition, experience, and long days, not on systems, data, or scalable processes.


Work got done. Customers stayed happy. But behind the scenes, the owner was carrying the entire operation on their shoulders, running a business that was becoming more complex by the month.


By 2015, Quality Roofing realized something: What had gotten them this far wasn’t going to take them where they wanted to go. So they partnered with Accountix, beginning a decade-long transformation that reshaped the business from the ground up.

Quality Roofing of Santa Barbara

The Challenge

Growing Success Built on Fragile Systems

 

As revenue increased, the cracks widened:

  • No standardized bookkeeping or job costing
  • Key financial info memorized instead of documented
  • One owner making almost every major decision
  • Undefined roles and inconsistent workflows
  • No reliable way to measure true job profitability
  • Difficulty forecasting growth or understanding business value

 

They were flying blind. Taking on more work, more responsibility, and more risk without the visibility to know whether growth was actually helping or hurting.

This was the turning point. The business needed expertise, structure, and a trusted financial partner.

“We wanted to take the business to the next level, but we didn’t know where the gaps were. We needed someone who could show us what we couldn’t see.”
QR_logo_FNL
Annie Lopez
Owner

The Solution

A Decade of Strategic Partnership

Accountix didn’t just provide bookkeeping. They stepped in as a fractional CFO and operational guide, building the financial engine and organizational structure the company had been missing.

Over 10+ years, Accountix led the business through disciplined financial oversight, strategic planning, operational restructuring, and eventually a successful ownership transition.

Key Areas of Impact:

  • Financial Discipline & Clear Visibility - Monthly reviews of budgets, margins, labor ratios, and metrics created accountability and decision-making grounded in real numbers. The business shifted from gut-feel to data-driven leadership.
  • True Job Costing & Profitability Tracking - For the first time, the team could see which jobs were profitable — and which weren’t. This single shift improved margins and changed pricing strategy across the board.
  • Operational Structure & Delegation -  Roles were defined. Workflows were documented. Responsibilities were distributed. The business stopped relying on one person and started functioning as a coordinated team.
  • Strategic Planning & Cost Optimization - From goal modeling to vendor negotiations, Accountix guided smarter spending, clearer priorities, and strategic growth planning.
  • HR Support & Organizational Health - Accountix provided guidance on hiring, role structure, performance challenges, and building a stable, healthy team.

The Results

The company didn’t just “improve the books.” They rebuilt the business into a scalable, resilient, data-driven organization.

  • Significant profitability increases driven by clean financial data and disciplined cost controls
  • A mature internal structure that enabled higher volume with confidence
  • Clear, accurate visibility into margins, labor efficiency, and job-level performance
  • A successful ownership transition supported by financial and legal guidance
  • Systems that reduced dependence on any one person, creating long-term stability
  • A trusted strategic advisor embedded in financial, operational, HR, and legal decisions
"He helped structure the business so we finally had the framework to scale."
QR_logo_FNL
Annie Lopez
Owner

Financial Expertise to Power Your Business

Reach out today and discover how financial clarity can strengthen your mission.

Get In Touch
accounting_services

Outsourced Accounting

The foundation of financial stability and control

→  Clean, accurate monthly closes and reporting
→  Time tracking, payroll, and contractor payment support
→  Expense management and paying bills
→  Accounts receivable and collections tracking
→  Client profitability and project-level cost visibility
→  Coordination with tax and compliance partners

 

Accounting Services
CFO_services_meeting

Fractional CFO

Lead with confidence & plan for the future

→  Financial forecasting and revenue modeling
→  Capacity and hiring cost planning
→  KPI dashboards tailored to professional firms
→  Partner distribution and compensation planning
→  Profitability analysis and margin improvement
→  Strategic guidance for firm growth and leadership

Fractional CFO Services

Expert Accounting Services for Real Results

Accountix delivers tailored accounting support that simplifies operations and sharpens clarity.

Get In Touch

Financial
Blog Resources

Outsourced Accounting Services vs. In-House
Business professional reviewing financial data while evaluating outsourced accounting vs in-house accounting options
Accounting

Outsourced Accounting Services vs. In-House

Dec 15, 2025 2:20:58 PM 6 min read
How Outsourced Accounting Helps Nonprofit Boards
Nonprofit team members collaborating in a warehouse, representing the teamwork and financial clarity outsourced accounting brings to nonprofit organizations
Nonprofit

How Outsourced Accounting Helps Nonprofit Boards

Nov 30, 2025 9:30:00 AM 5 min read
Gusto to Acquire Guideline: What Accountix Clients Should Know
Guideline and Gusto logos over a business handshake, announcing Gusto’s agreement to acquire Guideline to streamline payroll, benefits, and 401(k)
Accounting

Gusto to Acquire Guideline: What Accountix Clients Should Know

Nov 12, 2025 11:52:42 AM 1 min read
Visit Our Blog

Call

1-800-757-0510

Call

Contact

Email our Team

Contact

Book

Schedule a Meeting

Book