POOL SERVICE QUICKBOOKS

Customized Setup & Training

+ Monthly Retainer for up to an hour of 1:1 support per month

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

  • Your QuickBooks is setup and ready for you to use

  • QuickBooks Training

    MONTHLY FEE INCLUDES:

  • Private Client Portal with meeting notes

  • How-to videos for reference

  • Up to 1 hour of direct support per month

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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