Construction Services · Finance & Bookkeeping
Consolidating Fragmented Accounting Into One Reliable Reporting Cadence
Case study
Lifecycle stages covered
- Concept
- Build
- Raise
- Scale
- Operate — included
- Exit
The client
Green Roofing Company is a roofing company operating in the Dallas area, serving residential and commercial customers.
Business context
As a growing roofing company, Green Roofing's partners needed accurate, consolidated financial reporting and a disciplined monthly close to replace a fragmented, outdated view of the business.
Business challenge
Green Roofing was tracking its finances across multiple disconnected accounting systems and had fallen behind on monthly closings, leaving the partners without a clear, current, or consolidated view of how the business was performing. That gap made it difficult for the partners to evaluate performance or plan with confidence, and left them exposed to the kind of surprises that come from working off stale or fragmented financial data. The business needed one accurate system of record and a disciplined, current close before the partners could reliably manage the business together.
ChurchillTerry approach
ChurchillTerry cleaned up and combined Green Roofing's multiple accounting systems into a single, accurate system of record and caught up months of overdue closings to bring reporting fully current. CT then delivered a combined, comprehensive, and timely monthly report to the partners, meeting monthly to review results and providing ongoing financial management and guidance to the partners and in-house bookkeeper.
Outcomes
Multiple Systems Unified
Consolidated disconnected accounting systems into one accurate system of record.
Reporting Brought Current
Caught up months of overdue closings, restoring a disciplined monthly close.
Comprehensive Monthly Reporting
Delivered one combined, comprehensive report each month in place of fragmented data.
Monthly Partner Review Established
Set a consistent monthly cadence for the partners to review results together.
ChurchillTerry capabilities
- Finance & Bookkeeping
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Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068