POOL SERVICE QUICKBOOKS

Done-for-You Setup & Training

Customized for Your Pool Service Business

Interested in a Done-For-You Option?

Watch the video below to learn more.

Customized for your pool service business.

DONE-FOR-YOU OPTION INCLUDES:

  • 1-on-1 Zoom call to start

  • QuickBooks Training

  • Customized how-to videos for reference

  • Private Client Portal with notes & how-to videos

  • Your QuickBooks is setup and ready for you to use

    Please note that the rate listed below is the starting rate. If the work exceeds 10 hours, an additional hourly rate will be charged at $175/hour if needed. Discussed with the client before proceeding.

Your Contact & Billing InfoSecure Your Spot. Refunds available if the timeline does not work with your schedule.
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POOL SERVICE
QUICKBOOKS ONLINE PLUS
SETUP & TRAINING

ONLINE COURSE INCLUDED

Training Videos and Checklists:

  • How to set up QuickBooks to generate reports specific to a pool service business.

  • Custom Chart of Accounts for the Pool Service Business

  • How to book income in QuickBooks (invoice or sales receipt)

  • How to book expenses in QuickBooks (expense, bill, or check)

  • How to review/update the year’s transactions for an accurate financial record.

  • How to reconcile accounts monthly and as needed for year-end reports.

  • How to export Quickbooks reports that are tax-prep ready.

  • How to establish a routine for easy QuickBooks updates to generate financial reports a pool cleaning business owner can trust all year long.

Due to the limited amount of 1-on-1 time I can offer, QuickBooks setup time of completion determined by current client load. I can confirm a deadline in our first call. If the completion date is not agreed upon, happy to provide a refund.

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Schedule a Call to Learn More

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