Do you wish using QuickBooks was as easy as cleaning pools?
It can be!
Pool Service QuickBooks
On-Demand Workshop
QuickBooks Workshop
3 Biggest Challenges
Keeping QuickBooks up-to-date
Ability to pull financial reports to make informed business decisions
How to customize reports a pool service business owner needs.
QuickBooks Workshop - Part 1
Key Reports You Need
Profit & Loss
Balance Sheet
Cash Flow
Pool Cleaning Labor Net Profit
Chemical Sales Net Profit
Pool Maintenance Net Profit
Owner Add-Backs
QuickBooks Workshop - Part 2
Needed to Customize Reports
Customized Chart of Accounts
Customized Products & Services
Classes specific to your business
QuickBooks Workshop - Part 3
How to Create Accurate Reports
Classes assigned to every transaction
Streamlined Income & Expense Updates
Monthly Reconciliation
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.
Where's the Reports I 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.
You Need Financial Reports You Can Trust
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 accountant.
So, how do you get YOUR QuickBooks set up?
If you would like help setting up your QuickBooks for your pool service business, you have options.
POOL SERVICE QUICKBOOKS
Choose What Works Best for You
On-demand video training
Instant Access
Set up your own QuickBooks Online account
Weekly group office hours with Sharon
Start right away!
Done-for-You QuickBooks Online
Setup & Training
Customized for Your Pool Service Business
Includes on-demand video training course
Monthly retainer for up to 1 hour 1:1 support
Interested? Secure your spot.
A little about...
When my husband and I first took over an existing pool cleaning business, the administrative process was all paper and pencil and a little bit of technology. Within two months, my husband, revamped operations while I implemented pool service software integrated with QuickBooks Online.
After a complete overhaul of administrative systems, everything from daily financials to year-round tax prep was all at my fingertips—quick and clean, just like a freshly serviced pool.
If you are interested in getting your QuickBooks set up to generate the reports a pool service business owner needs, then, you are in the right place.
Consulting Time on Zoom
Ideal for those familiar with QuickBooks Online but new to the pool industry
10-Hour Package Consulting Time
Your first session is free!