Summary / Intro

Most roofing contractors work hard, stay busy, and still feel like they’re stuck.

The problem usually isn’t effort — it’s clarity.

In this episode, I walk you through the Roofing Business Success Audit, a simple framework designed to help contractors identify what’s actually holding their business back. We cover the key areas that most roofing companies struggle with, including finances, leadership, systems, and personal decision-making.

This isn’t about adding more tools or chasing more leads. It’s about understanding where your foundation is weak so you can fix the right things, in the right order, and build a business that’s profitable, sustainable, and doesn’t depend entirely on you.

Show Notes

Running a roofing business without regularly auditing it is like driving without a dashboard — you might be moving fast, but you don’t really know where you’re headed.

In this episode, Dave Sullivan breaks down the Roofing Business Success Audit, a practical tool built specifically for roofing contractors and home service business owners. The audit helps you evaluate where your business stands today across several critical areas, including financial management, leadership structure, operations, marketing, and personal clarity.

Dave explains why so many contractors stay busy but never feel in control, and how a lack of clear systems and financial understanding often leads to stress, cash flow problems, and burnout. The audit uses simple yes/no questions to expose blind spots and spark honest conversations about what needs attention.

The goal isn’t perfection — it’s awareness. Once you know what’s broken or missing, you can prioritize fixes that actually move the needle instead of guessing or reacting.

This episode is a starting point for contractors who want more profit, more freedom, and a business that works without constant firefighting.

Takeaways

• You can’t fix what you don’t measure — clarity starts with honest assessment
• Profit problems usually come from system problems, not lack of work
• Understanding your financials is essential to making good decisions
• Clear roles and structure improve leadership and accountability
• Simple systems create smoother operations and better customer experience
• Knowing your key numbers helps you focus on what really matters

Chapters

00:00 – Introduction to The Roofer Show

06:18 – Understanding Business Profitability

06:57 – Building a Strong Foundation for Business Success

15:10 – Starting Point: Understanding Your Business Today

19:43 – Personal Finance Education and Training

31:28 – Transitioning to Effective Business Leadership

33:45 – Financial Management Essentials

37:55 – Understanding Cash Flow and Financial Management

44:35 – Understanding Financial Statements and Marketing Budgets

49:02 – Optimizing Your Website for Sales

58:41 – Operations and Customer Engagement Strategies

01:03:20 – Analyzing Budget Versus Actual Results

Links Referenced in This Episode

• https://theroofercoach.com
• https://theroofercoach.com/resources
• https://smasupport.us
• https://useproline.com

Companies Mentioned

• Ruby Receptionists
• SMA Support
• Proline

👉 Download the Roofing Business Success Audit at theroofercoach.com/resources