POOL SERVICE QUICKBOOKS

Consulting | Cleanup | Setup & Training

Providing the financial reports you need:

Profit & Loss
Pool Maintenance Net Profit
Pool Repairs Net Profit
Owner Expenses
Balance Sheet
Cash Flow

JOIN THE WORKSHOP!

Sync transactions with pool service software

Recommended by Industry Leaders

Does this sound like you?

You're Frustrated with QuickBooks

You set up QuickBooks yourself but it's definitely not as easy as you thought it would be and you struggle to keep your books up-to-date and ready for tax time.

You need accurate Financial Reports

You need to be able to pull accurate financial reports to make informed business decisions, but your QuickBooks is rarely up-to-date and you end up hiring an outside bookkeeper who doesn't understand the pool service business or the reports you need.

How to Customize Reports You Need?

You would love to figure out how to customize reports to show pool cleaning labor net profit, chemical sales net profit, or pool maintenance labor net profit.

How It Works

1. QuickBooks Customized for Your Pool Business

We take the time to learn about your pool service business and customize your QuickBooks so that it provides the financial reports you need to make informed business decisions.

Chart of Accounts

Set up your chart of accounts according to the reports you want to see.

Classes

Create classes according to the reports you want to see.

Products & Services

Customize your products according to the reports you want to see.

2. Learn How to Record Transactions

Now that your QuickBooks is customized for your pool business, we train you or your bookkeeper/admin how to record transactions to provide accurate financial reports you can trust.

How to record income

Whether you send invoices to your customers via Pool Brain or Skimmer, we'll show you how to record payments received for accurate reports and reconciliation in QuickBooks.

How to record expenses

We'll show you how to know when to create a bill, expense, or check to record expenses depending on the type of transaction.

How to reconcile accounts

Monthly reconciliation is essential to be able to trust that your reports are accurate. We'll show you how to reconcile your accounts each month to show your profit and loss.

3. Ongoing Support

We'll create "how-to" videos that you can reference as needed or use to train staff with the option to book consulting time as needed throughout the year.

Interested in scheduling a call?

Your first call is free!

SCHEDULE A CALL

What other's have to say...

★ ★ ★ ★ ★

As a new Pool Business Owner working with Sharon has been absolutely incredible! Not only did she teach me everything I needed to know about Quickbooks, she set my Quickbooks up to gather everything I needed to know about my Pool business. My reports are completely customized to show optimal content on the numbers that I need to make informed decisions. Sharon is also friendly, understanding and follows through with actions. She has been incredible to work with! I hope whoever is reading this is lucky enough to get in with her.

Carrie Maxie

Clements Pool Service and Remodeling

★ ★ ★ ★ ★

28 years in business providing pool service and after hiring Sharon the end of 2025, our books look amazing! Organized, easy to read as well as understand! She has removed the nightmare! Wish we had hired her years ago! She is always quick to answer as well as offer suggestions. She understands Quickbooks and Skimmer and their integration like the back of her hand. Best thing you could do to eliminate your accounting issues is hire her!

Tim Dooley

Dazzle Pools, Fountain Hills, AZ

★ ★ ★ ★ ★

Sharon is so helpful with our Quick books and Pool Brain. She has been an extremely helpful resource to navigate this process. We have had multiple issues with both systems and Sharon has been able to know the answer or find the answers for us.

Cheryl De La Tour

Mt. Lake Pool & Patio, Doylestown, PA

Get back to doing what you do best. Automate the rest.