IT CAN BE!

HOW CAN I HELP?SCHEDULE A CALL

Easy to update.
Providing the reports you need.

Profit & Loss
Pool Cleaning Labor Net Profit
Chemical Sales Net Profit
Pool Maintenance Net Profit
Owner Expenses
Balance Sheet
Cash Flow

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.

Using pool service software?

Sync transactions with QuickBooks Online

Happy to help!

How It Works

1. QuickBooks Setup Done for You

Customize your Chart of Accounts

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

Customize your Classes

Create classes according to the reports you want to see.

Customize your 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 generate the financial reports you need.

How to record income payments

Whether you send invoices to your customers via QuickBooks or an integrated pool service software, we'll show you how to record payments received for accurate reports and reconciliation.

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. This includes setting up automated "rules" for recurring expenses to save you time.

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

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