Roofing services business boosts multi-entity finance

Client background

Alta Peak Holdings is a roofing and exterior services platform that grows by acquiring strong local brands across the United States. Each operator keeps the identity and customer relationships that made their business successful, while Alta Peak layers in shared back-office infrastructure, standardized technology and a repeatable integration playbook.

The company was founded with a long-term, owner-operator mindset and a focus on sustained profitability over short-horizon returns. Technology is central to how that works in practice. The right systems let the team bring new acquisitions online quickly, maintain financial controls across a growing portfolio and get actionable data in front of operators early enough to change outcomes.

The business challenge

In 14 months, Alta Peak grew to nearly $50M in revenue through four acquisitions, plus several greenfield locations. It’s a market where consolidation can happen quickly, but integration must be precise. To make things more challenging, each acquisition brings its own systems, charts of accounts, master data and operating habits. Finance must align these businesses into a standard rhythm without slowing the field down. “The first priority is no business interruption,” says Trey Whitfield, Corporate Controller. With its acquisitions, Alta Peak often inherits QuickBooks, which can serve smaller operators well. Alta Peak respects that, but the platform needs tighter controls and more advanced features as the number of entities and reporting requirements grow. The goal is a consistent, scalable foundation that can add new entities without losing reporting accuracy or control.

Timing also matters. Trey points to the cost of delayed insight: when operators only hear about an issue weeks after the fact, the same habits keep repeating. “If we’re not giving them feedback until 45 days after the month,” he says, “you may just have wasted 45 more days of bad behavior.”

Strategy and solution

Alta Peak treats technology as a growth driver, not a back-office project. The platform combines ServiceTitan for operations with Sage Intacct as the multi-entity financial foundation, supported by Baker Tilly’s Home and Commercial Services Module (HCSM) and Ramp for AP automation and corporate spend. Together, Sage Intacct and HCSM help Alta Peak standardize quickly, automate high-friction financial work and bring operational activity into clear, usable reporting.

The team invests early because it expects to keep acquiring and opening locations, and it wants each new business to fit into a consistent environment. Trey describes the team’s mindset as “reasonably maniacal” about automation and process improvement, which is exactly what a roll-up model demands when you’re integrating company after company.

Turning expertise into momentum
Baker Tilly supports Alta Peak as both an implementation alliance and an industry advisor, bringing depth in home services and practical experience connecting ServiceTitan and Sage Intacct in real-world environments.

Trey describes what that looks like in practice: “It’s very easy as practitioners to oversimplify how things should be done. But in practice, things are more complicated. When you tap into a pool of people with experience across home services, like Baker Tilly, they draw from their experience. They know how to solve problems at scale.”

Trey also highlights the alliance mindset: “We don’t have an ego to think we know everything and we’re actively hunting those blind spots. We want expertise that helps pinpoint them and navigates with you.”

The relationship proves its value in key moments, especially when new entities come online. “They’re our first call for new entities,” Trey says. Alta Peak can handle more of the basic enablement work as it develops, but fresh installs and integration testing remain critical. “The cost of breaking that and then fixing it is more expensive than paying a little bit extra up front,” he explains.

Alta Peak values Baker Tilly because the team can bridge both operational and financial systems, a combination of accounting and technology depth that Trey says you’d typically only find at much larger firms.

A back office that scales
Alta Peak is already seeing meaningful gains, and more upside is ahead, as the portfolio fully standardizes. Operators now receive performance feedback faster, which helps them adjust sooner and avoid repeating the same issues for days or weeks. Consolidation work also becomes far less manual as more entities move into Sage Intacct, reducing the extra steps required to pull trial balances, consolidate across systems and validate numbers.

Those days directly translate into increased capacity. As manual consolidation diminishes, Alta Peak expects to free up approximately 15% to 20% of the finance team's bandwidth. Instead of spending that time stitching reports together, the team can concentrate on higher-value tasks: refining master data, optimizing front-end coding, enhancing dashboards and providing actionable financial data and KPI performance visibility to operators.

In a roll-up model, that additional bandwidth enables Alta Peak to continue growing without increasing accounting staff at the same pace. Trey also points out that multi-entity complexity reduces the pool of qualified workers, making efficiency improvements even more important as the platform expands.

Another benefit is the speed to make better decisions. Trey links faster reporting to supplier power and buying discipline, especially when a few vendors account for most of the spending. "When the data is closer to real time, we make better decisions at the supplier level," he says. "Any leverage you can get there is critical."

What comes next

Alta Peak expects continued acquisition activity and greenfielding new locations over the next several years, with a steady focus on bringing each newly acquired business up to operational maturity. With Sage Intacct serving as the financial foundation and Baker Tilly alongside the team as a trusted alliance, Alta Peak is positioned to continue scaling with discipline, speed and profitability.