Financial reporting is something there’s a lot of questions about, so I’m thrilled that @sharonburch is hosting this hands-on workshop series on three different dates over the next three months to ensure there’s a time that works with your schedule – as you don’t want to miss this training opportunity!

The content is tailored for pool service owners who are looking to streamline their financial reporting without relying on an outside accountant. 

It is also geared for administrators, so feel free to invite your team to attend, along with your bookkeeper, so afterward, you can all collaborate on how best to customize your QuickBooks to view the metrics and create the reports that matter most for your business.

Topics Sharon will cover in the live workshop:

• Setting up QuickBooks for real-time, accurate reporting
• Customizing reports for key metrics like:
  • Net profit on pool cleaning labor
  • Net profit on chemical sales
  • Net profit on maintenance labor
• Techniques for keeping books updated year-round
• Tips to make informed business decisions with automated insights

We’ll also end with a live Q&A to tackle your questions, AND if you have any questions now, please add them to the thread below so we can plan ahead to cover them during the workshop

We hope you can join us to get some tips on improving your reporting so you can track the metrics that matter to managing your business in 2025!