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Our Services

Experience the difference with Heritage Analysis & Innovation – your trusted partner in financial success.

CFO Review Service

Stop running your company on “gut feelings” and start building on the Heritage Financial Blueprint System. Most contractors have a job; the titans have a system. This is our proprietary, executive-level offensive strategy designed specifically for roofing and construction companies ready to move from six figures to eight. We don’t just “watch the books”—we deploy a financial master plan that stress-tests your margins, identifies hidden profit leaks, and builds a fortified roadmap for massive expansion. If you aren’t using the Blueprint, you’re just guessing. Step out of the field and into the role of a true CEO.

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Tax Strategy & Coordination

Most contractors build a great business only to lose their equity to the IRS; the elite protect their profit with the Heritage Financial Blueprint System. We provide specialized tax coordination for roofing and construction companies by bridging the gap between your daily operations and the tax code. We do not file returns in-house; instead, we reconstruct your data to be “audit-proof” through the Heritage Financial Blueprint System and our other services, handing it off to our exclusive network of industry-specialized CPAs. This unified front ensures you stop overpaying and start keeping every dollar the law allows.

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Accounts Receivable & Accounts Payable

Cash flow is the lifeblood of your job site, and most contractors are bleeding out without even knowing it. We provide elite Accounts Receivable & Accounts Payable management for roofing and construction companies who are ready to take total control of their capital. We don’t just “track bills”—we deploy aggressive billing and collection strategies to ensure your money is in your account, not sitting in someone else’s. Stop chasing checks and start dominating your cash flow with a system built for industry titans.

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Bookkeeping for Roofing & Construction

Stop being in the dark about your company’s finances. We provide specialized bookkeeping services for the roofing and construction industries so you can keep your records current and your business organized. This allows you to gain total financial visibility and control so you know exactly where your company stands at all times. You can stop stressing over the numbers and focus on your clients’ projects and growing your company. We handle the books so you can get back to remodeling homes, roofing houses, and building your dreams while you build theirs.

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Cash Flow & Budgeting Services

Stop worrying about the gap between paying your crews and receiving your next draw. We provide specialized cash flow and budgeting services for the roofing and construction industries to help you master the timing of your capital. This gives you the financial foresight to secure materials and manage overhead without the month-to-month stress. We handle the financial forecasting so you can stay focused on completing high-quality projects, serving your clients, and scaling your company with a solid plan in place.

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Job Costing Services

Stop wondering which projects are actually hitting your profit targets and which are eating your margins. We provide specialized job costing services for the roofing and construction industries to help you track every dollar of direct costs against your estimates. This gives you the precision to see your true project profitability in real time. Gain the clarity you need to bid more accurately and ensure every job site is a win for your bottom line while you focus on the build.

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Clean-Up & Catch-Up Services

Trade the weight of disorganized records for the confidence of a clean slate. We provide specialized clean-up and catch-up services for roofing and construction companies to bring your financials back to life and fully up to date. This process demos and tears down your old numbers to prep your financial site for a new build, allowing you to regain a transparent view of your business’s true performance. We handle the heavy lifting of the reconstruction and reconciliation process so you can get back to what you do best: running a profitable operation and outperforming the competition.

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Software Savings Services

Audit your digital overhead and reclaim lost profit through exclusive insider pricing. We provide specialized software savings services for roofing and construction companies to eliminate redundant subscriptions and secure deep discounts on essential tools like QuickBooks, Payroll, and Merchant Services. This process inventories your tech stack to ensure your tools are working for you, not just billing you. We handle the technical teardown and provide direct access to partner pricing so you can operate a leaner, more profitable business.

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Meet the Team

The Architects of Your Growth

Led by Matthew Reif, our team brings elite financial expertise purpose-built for roofing and construction businesses. With over 12 years of experience at world-class institutions including JPMorgan Chase, Bank of America, and Fifth Third Bank, Matthew transformed institutional-level strategy into the Heritage Financial Blueprint System—designed for contractors ready to scale with confidence
Behind the strategy is a dedicated team of specialists focused on strengthening your financial foundation. We don’t just manage numbers—we build the structural integrity your business needs to grow, perform, and lead in its market.

Our Process:
The 4 Pillars of Success

Step 01

The Foundation

We build a rock solid structural frame by establishing a construction ready financial base. We clean historical errors, reconcile every account, and install a proprietary structure that reflects how elite companies actually operate. You shift from financial chaos to reliable data, finally trusting that your numbers are a solid foundation rather than shifting sand.

Step 02

Clarity

You cannot manage what you do not measure. We provide total visibility through weekly cash flow models and 8 week rolling forecasts to ensure every project hits its target margin. This clarity allows you to hang up the firefighter hat and move from reactive stress to proactive control, managing by project momentum rather than bank balance.

Step 03

Strategy

We build the forward looking plan that drives every major decision. We develop your Annual Budget and stress test growth scenarios before you spend a single dime, ensuring 100% overhead recovery and labor burden protection. In this phase, you trade in your daily operator hat to execute a master plan backed by mathematical certainty.

Step 04

Leadership

This is where you stop wearing every hard hat in the company to focus on the only one that builds a legacy. Through monthly CFO level oversight, we deconstruct margin erosion and hold you accountable to elite KPIs like revenue per crew. This transformation turns a contractor buried in the field into the enterprise architect of a construction powerhouse.

Why the Industry Titans Choose Heritage

With over 12 years of battle tested experience in the finance industry, we are not here to just do your books. We are here to build your empire. Most accountants just report the past but we deploy the Heritage Financial Blueprint System to architect your future. We have a deep specialized understanding of the specific risks and massive opportunities in the roofing and construction sectors. Choose us because you are finally ready to hang up the extra hard hats and start leading a company built for aggressive scale and a legendary exit. We do not just help you survive the market. We give you the structural integrity to dominate it.

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Testimonials

Our customers are saying this about Heritage Analysis & Innovation – your trusted partner in financial success.

Zac Liquori

Heritage Analysis & Innovation has been a reliable partner for our business as we have grown. Their team is detail-oriented, responsive, and understands how to keep books clean without overcomplicating things. What we value most is consistency, we know our numbers are accurate and up to date and if we have questions they are there to help us understand. I’d recommend them to any owner who wants dependable bookkeeping without the headache.

Adam Clarke

We’re a small construction company and have been partnering with Heritage Analysis & Innovation LLC for the past three years. They keep all of our books organized and provide clear, reliable forecasting for the future. Their support has streamlined our accounting, improved financial visibility, and helped us plan with confidence. Highly recommend.

Luke Fisk

Working with Heritage has made a huge difference for Shane Fisk Roofing Company. They brought organization and structure to our finances, helped us create and manage budgets, and made our numbers easy to understand. Because of their support, we’ve been able to grow faster and smarter. Heritage has been a major part of our success.

Stephanie Daniel

Huge shoutout to this bookkeeping team for truly stepping up when I needed it most.
They came in at a time when my prior bookkeeper was falling short and immediately brought clarity, responsiveness, and confidence back into my financials.
They are incredibly informative, proactive, and always willing to take on whatever task is in front of them no hesitation, no excuses.
If you’re looking for a bookkeeping service that is responsive, knowledgeable, and truly invested in your success—not just checking boxes-this team is it. I’m extremely grateful for their support and wouldn’t hesitate to recommend them.

Serving Roofing Companies Nationwide

Supporting roofing contractors across all 50 states with specialized accounting and financial services.