Feel confident about your books and your financial decisions with the QBO Checkup for Home Service Providers. Designed for residential home service providers, this course helps you understand if your books are in trouble, even if you know nothing about QuickBooks Online.
Is it hard to trust your financial decisions because you're not sure your Profit and Loss is right?
Are you less than confident when comparing financial Key Performance Indicators with other contractors?
When tax time comes around, are you worried about the state of your finances?
Are you afraid to ask your bookkeeper or accountant questions for fear of them thinking you are stupid, or inconveniencing them?
We talk to so many home service companies each year who have a bookkeeper or accountant, but still do not know what is happening in their business. Many tell us their books are all caught up, only for us to have to tell them their books are a complete mess when we review them.
It is understandable! Bookkeeping and accounting are skills that most business owners learn on the fly, while they are learning so many other things about running a business. Business ownership is not for the faint of heart.
We are here to help! The QBO Checkup for Home Service Providers was made for YOU. You should be able to check your books in 1-3 hours, depending upon the number of transactions. This will bring you clarity. Either you will understand your books better, or you will understand that your books need some help!
This course is designed for residential home service providers in the United States. Their businesses are Sole Proprietorships or LLCs. They use third-party software with their Quickbooks Online file, such as ServiceTitan, Housecall Pro, Sera, Service Fusion, and Jobber.
Not sure if your books are a mess? With our QBO Check-up, you’ll get a simple, step-by-step process to quickly review your Quickbooks Online file. It’s not a full audit, but it will help you spot if something major looks off or if things seem to be on track. Whether you’ve hired a bookkeeper or are doing the books yourself, this check-up will help you ensure things are being handled properly and give you peace of mind.
Catching issues early is crucial. We’ve seen small companies spend over $20,000 on cleanups because they didn’t realize their books were messy until it was too late. This course helps flag potential problems before things spiral out of control, saving you from ongoing and costly mistakes.
Use this document to keep track of your findings from your QBO checkup. Then, when you meet with your bookkeeper, CPA, or spouse, you will have the issues and talking points right in front of you. Plus, we’ve included some sample questions to help you know what to ask! You could even give the form directly to the person or company who does the books. And if they can’t explain things clearly, you’ll know it’s time to find someone who can.
Talking about messy books can be tricky, but the CPA Confrontation System will show you how to approach the conversation with ease. Whether it’s your CPA, bookkeeper, or spouse, being harsh or angry can backfire—especially when you rely on them for help. This bonus teaches you how to calmly raise concerns, ask the right questions, and navigate tense financial discussions.
Are you sure your business is truly profitable? The LLC & Sole Proprietor Profit Check helps you dig deeper than just looking at your Profit & Loss statement. Your net profit doesn’t include things like owner draws or loan payments, meaning your business could look profitable on paper but still be losing money. With this bonus, you’ll learn how to adjust for these factors using a simple worksheet, so you can see a more accurate picture of your financial health.
S-Corps—you can use this calculator, too! Your company may have loan payments and distributions that are not accounted for on your income statement!
If you’re not the admin on your QuickBooks Online account, you could be locked out of your own financial data. We’ve seen it happen—business owners shut out and forced to recreate their books because their bookkeeper had control. If your bookkeeper gets sick, wins the lottery, or ghosts you when you switch firms, you could lose access to your financials. The Guide to Owning Your Financials walks you through why being the admin is crucial and shows you exactly how to check if you have control. Save yourself—own your QBO account before it’s too late.
If you complete the course as instructed and feel like you don’t know any more about the condition of your books than when you started, we will provide the basic book review for you. To be eligible for the basic book review, you must completely fill in The Book Review Translator with the information you found in your books and send it to us. We will get back to you requesting access to your books to provide the service. Guarantee not available for discount offers.
