Bookkeeping for pool service, between stops

Try MiniCFO.io

Weekly route stops, a chemical run, a pump motor swap on Friday. Customers pay on different days and in different ways, and chlorine and acid receipts pile up in the truck. Knowing what you actually made this month takes more than a glance at the bank balance.

MiniCFO.io is a simple AI financial assistant for mobile service businesses. It keeps the money side short, so you can stay on the route.

Route customers in one tap

Set up quick-add templates for each service level, like weekly service or a filter clean, and tap Log again when a route customer pays. Tag each payment by payment method and filter by it later.

Chemicals and parts, scanned

Chemicals are one of your biggest costs, so scan those receipts as you buy. The AI pulls out the merchant and amount, and you check them before you log. Do the same for parts like pump seals and filter cartridges.

Miles on the route

Add each business drive to the mileage log as you go. It applies the IRS standard mileage rate for the trip's date (72.5¢/mile for trips from Jan 1 to Jun 30, 2026 and 76¢/mile from Jul 1, 2026). Trips are saved in your phone's browser, so log them on the same device.

What's left after chemicals?

Here's the kind of math MiniCFO.io keeps up with for you.

Example (made-up numbers): This month 40 weekly-service customers pay $160 each, so you take in $6,400. Chemicals come to $1,100 and parts and supplies to $300, so $5,000 is left before taxes. With the simplified method below, that's about $2,015 to set aside, leaving about $2,985.

This example is a simplified estimate, not tax advice. It uses about 20% for federal income tax, 15.3% for self-employment tax on the full net profit, and a 5% example state rate, the same simplified method as our quarterly tax set-aside calculator. It does not include deductions, credits, other income, your filing status, or the self-employment tax adjustments the IRS uses, so actual tax may be higher or lower. Talk to a tax professional about your situation.

In the app, the tax set-aside estimate card gives you a rough set-aside from your own numbers, shows the next quarterly due date with a countdown, and has a Mark as Paid button. It's an estimate, not tax advice.

Plan for the slow months

If your area has a slow season, the 6-month cash flow projection shows it before it arrives, based on your own numbers. Ask the AI chat, or the Live CFO by voice (included in your plan), something like "Can I afford a second truck before next season?" The weekly summary shows how each week went.

Try MiniCFO.io for $10 for the first month, then $35/month, no contracts.