Bookkeeping for Pool Service businesses
Categorizes every transaction nightly, flags anything odd, and preps the package your CPA actually wants — without you opening QuickBooks.
How pool service shops run the numbers
- Typical labor rate: $75/hr
- Material markup: 45%
- Target margin: 35%
- Minimum job: $150
Industry ballparks — Automic Trades pre-fills these for your pool service shop, then tunes to your books.
What the Bookkeeping does
- Pulls transactions from QuickBooks, Stripe, and your bank feed nightly and categorizes them against your chart of accounts
- Auto-applies the high-confidence calls silently, sends only the unsure ones to your review, then learns your answers
- Flags anomalies — duplicate charges, unusual amounts, unknown vendors, a category that suddenly changed
- Runs the month-end P&L with a one-paragraph summary, and tracks expenses against tax categories so tax time is a handoff, not a scramble
- Builds the quarterly and annual CPA package so your accountant gets clean books, not a shoebox
- Sets your books up at signup — automatically on Core and Plus, with 48-hour assisted QuickBooks onboarding on Pro
- Manages the QuickBooks connection itself so you are not the one re-authorizing it
Why it helps pool service owners
Books go behind because categorizing two hundred transactions at month-end is nobody's favorite hour. Bookkeeping does it nightly so month-end is a review, not a project.
Put the Bookkeeping to work for your pool service business
Available on Core, Plus, Pro. Set up in minutes — no card tricks, cancel anytime.
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