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Learning Lab: Accounting in ServiceTitan: Close the Books with Confidence

November 11 @ 1:00 pm - 1:30 pm CST

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$199.00 – $398.00

Accounting: Close the Books with Confidence

🗓️ November 11, 2025 

Finalize your financials. Clean up your books. Start 2026 with confidence.
This learning lab equips your team to close out accounting in ServiceTitan the right way. From AR/AP to deferred revenue and membership billing, we’ll walk through the full year-end accounting workflow so nothing is left in limbo. Whether you’re cleaning up credits or reconciling inventory, this session is packed with hands-on tips to leave your team organized, accurate, and audit-ready.


👥 Who Should Attend

Accounting & Finance • Office Managers • CSRs • Dispatchers • Inventory Managers • Service Managers


🔍 What You’ll Learn

Accounts Receivable & Period Management

  • Reconcile deposits and apply credits using the Transaction Hub
  • Properly close accounting periods and keep AR accurate
  • Set alerts for failed invoices and unclaimed credits

Exporting & Batching

  • Use TSYS auto batching for fast, clean reconciliation
  • Export verified transactions and keep your GL aligned
  • Build batching routines that eliminate errors and delays

Memberships & Deferred Revenue

  • Process all outstanding invoices and suspend memberships where needed
  • Review historical billing and clean up recurring events
  • Properly dismiss RSEs to track deferred revenue accurately

Accounts Payable & Inventory

  • Receive and reconcile purchase orders and credit memos
  • Manage replenishment and returns to avoid AP discrepancies

Cleanup & Best Practices

  • Implement a daily, weekly, and monthly cleanup routine
  • Prevent errors, resolve unfinished tasks, and align financials before year-end
  • Collaborate across teams to ensure nothing falls through the cracks

🏆 You’ll Walk Away With

  • A ready-to-use Year-End Accounting Checklist
  • Best practices to streamline financial processes across teams
  • Confidence that your ServiceTitan data is clean, accurate, and ready for 2026

Powerhouse Consulting Group is your ServiceTitan expert. We help teams untangle digital messes, master their software, and build smarter workflows that actually work. If you’re ready to make your software make sense, this series is the perfect place to start.

Class size is limited to ensure you get the individualized ServiceTitan help you need in your live account. Register today!

Cost: $199, or register for the three-session series for $398!

Tickets

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Event Tickets

Learning Lab Registration - Accounting
Individual ticket for The Final Check - Accounting - 11/11/25 - $199
$ 199.00
12 available
Learning Lab Registration - Series Pass - ServiceTitan Finish Strong
Series Pass for ServiceTitan Finish Strong series - Jobs & Dispatch - Accounting - Payroll & Reporting - 2025 Q4
$ 398.00
9 available

Details

Date:
November 11
Time:
1:00 pm - 1:30 pm CST
Series:
Cost:
$199.00 – $398.00
Event Category:
Event Tags:
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