We’ll connect all your bank and credit card accounts to Wave, allowing for seamless transaction imports from a date that suits you best—whether it’s the beginning of the year or even earlier. Together, we’ll find the most effective approach for your business.

Next, we’ll meticulously reconcile your bank and credit card statements to ensure every transaction is accounted for, giving you complete confidence in your financial records.

If you’re using other software, such as a payroll service, we’ll explore how it can integrate with Wave through journal entries, ensuring everything works together smoothly.

We’ll set up your customer profiles and configure your services and products, creating a system ready to grow alongside your business.

We’ll customize your Profit and Loss Statement to meet your specific needs, transforming it into a powerful tool for informed decision-making.

We’ll also discuss adding vendors—your key suppliers and service providers—and how tracking expenses with them can provide valuable insights into your spending. As we import your transactions, we may even have time to categorize some, giving you a head start.

Wave’s user-friendly design makes navigating the platform easy. Once you grasp the basics, managing your finances will feel straightforward, allowing you to focus on what truly drives your business’s success!

I’ll guide you through every corner of Wave, focusing on what’s most important for your business. Wave is intuitive, visually clear, and makes it simple to find everything you need. I’ll ensure you know how to navigate it with confidence.

Once we’ve linked your bank and credit card accounts, we’ll go through your transactions together—categorizing everything to ensure they’re correctly reflected in your financial reports. The more you stay on top of this, the more accurate and up-to-date your reports will be, helping you stay informed about your business’s health.

We’ll reconcile all your accounts—bank, credit cards, and loans—so you know everything is accounted for. I’ll teach you how to easily do this on your own, empowering you to take control of your finances.

We'll input your customer details along with the products and services you'll be invoicing. You'll receive guidance on setting up and sending your customer invoices. Additionally, you'll have the option to send statements and establish recurring invoices.

We can enhance your financial tracking by adding your vendor names to Wave. This will allow you to easily monitor your purchases and make more informed decisions.

Don’t miss out on potential deductions! We’ll identify any business expenses you may have paid with personal accounts, helping you reduce your taxable income. I’ll set up a reminder task for you to enter these each month as journal entries, ensuring nothing slips through the cracks.

Wave offers intuitive reports designed to empower you in managing your business. I’ll guide you through each report, explaining how to interpret the data and leverage it for strategic decision-making.

Together, we’ll create a customized Bookkeeping Task List and schedule those recurring tasks in your preferred task management tool or calendar. You’ll appreciate this streamlined organization at year-end when all your transactions and receipts are neatly arranged.