I help service business owners save multiple hours a month, avoid tax-time surprises, and finally see which parts of the business are actually profitable — with specialized expertise for pool service companies.
Generic bookkeeping doesn’t fit businesses that run on routes, seasonal labor, and job costs that swing every month — whether that’s pools, HVAC, landscaping, or another field service industry. I bring particularly deep, specialized expertise to pool service companies: I’ve completed QuickBooks Online training built specifically for the industry, and I’m trained on PoolBrain and Skimmer, so I understand your operations, not just your spreadsheets.
I build your chart of accounts around how your business actually makes money. For pool service companies, that means separating route revenue, repairs, chemical sales, and equipment — so your reports show you exactly where your profit and losses are coming from. The same tailored approach applies to other service businesses too.
Already running your routes and invoicing through PoolBrain or Skimmer? I know these platforms and how to keep them clean and synced with your books, so nothing falls through the cracks between field software and financials.
Beyond general QuickBooks ProAdvisor certification, I’ve completed specialized training in QBO specifically for pool service businesses — so your books are set up the right way from day one, not adapted after the fact.
Spend less time managing your books and more time running your business. I provide reliable bookkeeping and financial guidance designed to keep your records organized and help you understand what your numbers are telling you.
Day-to-day bookkeeping built around how service businesses actually operate — routes, seasonal crews, and job costs — kept accurate and current.
Clear reports that separate service revenue, repairs and jobs, and product or retail sales, so you know exactly what’s driving your numbers.
See seasonal cash crunches coming — inventory or supply stock-ups, off-season slowdowns, and seasonal payroll — before they catch you off guard.
Turn your numbers into decisions: which jobs or routes are worth keeping, when to hire, and when to raise prices.
I know how overwhelming it can be to manage your books while also running your business. My goal is to make the financial side of your business easier to understand, easier to manage, and far less stressful.
With an MBA and more than 15 years of business experience, including work in corporate environments and education, I bring a practical, organized approach to bookkeeping and financial guidance.
As a Certified QuickBooks ProAdvisor with specialized training for pool service businesses, I help service business owners keep their financials accurate, up to date, and useful for making better decisions.
My interest in bookkeeping is also personal. I grew up watching my dad run his own accounting practice and saw firsthand how valuable clear, reliable financial guidance can be to a business owner. I’m proud to carry that forward by helping business owners today.
View Lisa’s current reviews and professional profile to learn more about her experience working with business owners.
Start with a conversation about your business, the problem you’re trying to solve, and what kind of support would be most helpful.
Choose a convenient time to connect and tell me a little about your business and what you need help with.
We’ll talk through what’s happening with your books, what isn’t working, and where you need more clarity or support.
You’ll leave the conversation with a clear understanding of the next step and how bookkeeping support can help move your business forward.
Running a service business and tired of books that don’t reflect how you actually work? If you’re in pool service, I bring specialized expertise in PoolBrain, Skimmer, and QBO built for your industry.
Have a question or want to learn more about working together? Send me a message and let's get your books in order.
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Serving business owners nationwide