Your 2026 Business Planning Starts Here

Intro

The roofing season may be slowing down, but this is when the smartest business owners get to work. The off-season is your time to step back, take stock, and create a plan that helps you grow on purpose, not just by accident.

At Wise Bookkeeper, we’ve seen it time and again: roofing companies that plan in the winter lead in the summer. That’s why we created the 2026 Roofing Business Planning Guide. A straightforward, thoughtful workbook designed specifically for roofers who want to reflect, set clear goals, and establish systems that last.

Why Planning Now Matters

You already know how quickly the year can fill up with emergencies, last-minute bids, and weather delays. But planning isn’t about guessing what’s next; it’s about being ready for it.

A solid business plan helps you:

• See what’s working and what’s not.
  

• Focus on goals that actually improve your profit and processes.
  

• Build systems that support growth instead of stress.
  

And the best part? It doesn’t take a finance degree, just an hour of focused thought and the right questions to guide you.

How to Use the 2026 Roofing Business Planning Guide

1. Start with Reflection

Before you plan what’s next, look back at what worked and what didn’t.

Use this section to identify your wins, losses, and the lessons hiding in between.

Example:

If your most profitable jobs came from referrals, note what made that process smooth: was it client communication, clear estimates, or team coordination? You’ve just found your blueprint for repeat success.

You’ll also dig into where money slipped through the cracks and what projects caused the most stress. These insights are your roadmap for better systems.

2. Set Your Goals

Next comes intention, not just “more jobs,” but better results.

The guide’s questions push you to think about what kind of business you want to run, who can step up within your team, and what success really looks like next December.

Example:

Maybe your goal isn’t “grow by 20%”, it’s “train a foreman so I can focus on bidding and growth.”

That’s a measurable, strategic shift that builds capacity, not chaos.

By the end of this section, you’ll have three business goals you want to accomplish by 2027. Each tied to clear action.

3. Define Your Vision

Here’s where you dream a little bigger.

The Vision section helps you describe what your company stands for, what you want it to feel like, and how clients and employees experience it.

Example:

If you want clients to describe your business as “dependable, detailed, and easy to work with,” that becomes a filter for every process and decision you make next year.

This section isn’t about fluff; it’s about clarity. You can’t build the company you want if you don’t define what that looks like.

4. Hone in with Wise Intentions

Once you’ve reflected, set goals, and visualized success, it’s time to anchor it all.

The Wise Intentions page helps you translate insight into action.

Ask yourself:

• What does building wisely mean to you — in business, in leadership, and in life?
  

• What’s one change you can make this month to move closer to the business you just mapped out?
  
  

It’s the bridge between dreaming and doing, a reminder that growth doesn’t come from one big plan but consistent, wise decisions all year long.

5. Stay Grounded in Gratitude

The final page is simple yet powerful.

You’ll pause to thank the people, processes, and lessons that carried you through 2025.

Because gratitude doesn’t just make you feel good, it builds loyalty, strengthens culture, and reminds you why you do what you do.

Use this space to acknowledge your crew, your vendors, and even your toughest jobs, the ones that taught you resilience.

After You Complete the Workbook

The real value comes from what you do after you fill it out:

1. Keep it handy.
   Revisit it each quarter and add notes about what’s changed or what’s been accomplished.
   

2. Turn goals into action.
   Schedule time on your calendar to work on the goals you wrote down, even just 30 minutes a week.
   

3. Share your vision.
   Talk through your goals with your team. The more they know where you’re headed, the more invested they’ll be in helping you get there.
   

4. Use it in your financial reviews.
   Bring the completed guide when you meet with your bookkeeper or CPA. It turns your numbers into a story, and that story helps shape smarter decisions for 2026.
   
   

This isn’t about being perfect. It’s about being prepared.

As you head into 2026, give yourself the gift of clarity. Reflect on what’s working, define where you’re headed, and commit to building wisely.

👉 [Download the 2026 Roofing Business Planning Guide]

Your business deserves more than just another year; it deserves your best one yet.