POOL SERVICE QUICKBOOKS
Done-for-You "White Glove"
Cleanup/Setup & Training
Customized for Your Pool Service Business
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Interested in a "White Glove" Option?
Watch the video below to learn more.
Customized for your pool service business.
THIS DONE-FOR-YOU OPTION INCLUDES:
1-on-1 Zoom call to start
QuickBooks Training
How-to videos for reference
Private Client Portal with notes & how-to videos
Your QuickBooks is cleaned up, setup and ready.
Please note that the rate below is the starter retainer. Sharon's time is tracked at $250/hour; repetitive tasks able to be completed by her assistant are tracked at $50/hour. Once the starter retainer limit is reached, Sharon will discuss with the client before proceeding.
POOL SERVICE
QUICKBOOKS ONLINE PLUS
CLEANUP/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)
Understanding Pool Brain's automatic 2-way sync with QuickBooks Online
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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