Streamline your finances
with Wave Accounting
Wave Accounting: Simple, Practical, and Perfect for Small Business Budgets
Wave Accounting is a wonderful option if you want a simple, affordable way to stay organized. It includes the essential tools most small businesses need—transaction tracking, invoicing, and basic reporting—without overwhelming features.
If you’re not sure whether QuickBooks or Wave Accounting is the best fit, don’t worry—I’ll guide you based on what feels easiest and most supportive for your business.
Choose Your Path
Do It Yourself With Support & Training
If you like to be hands-on, I’ll guide you step-by-step so you feel confident using Wave. You’ll learn what matters most, stay organized, and always have support when you need it.
Done-For-You Ongoing Bookkeeping Support
If you’d rather not think about bookkeeping at all, I can take it off your plate completely. I can also help with invoicing or small tasks as needed, and you’ll receive clear updates so you always know where things stand.
Streamline your financial management with confidence
Wave Accounting gives you the power to streamline your processes, save time, and focus on what matters most—growing your business.
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Wave Accounting allows you to auto-import all your bank and business credit card transactions, making monthly reconciliation quick and seamless. No more manual entry—everything you need is only a few clicks away.
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With Wave Accounting, categorizing your transactions is a breeze. Keep your expenses and income organized, and enjoy up-to-date financial insights like daily Profit and Loss Statements so you always know where your business stands.
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Creating and sending invoices has never been easier. With Wave Accounting, you can quickly invoice your customers for both products and services. Wave even takes care of sending reminders for overdue payments, saving you time and energy.
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Want to ensure your clients stay up to date? Wave Accounting allows you to send customer statements and set up recurring invoices, so you can focus on growing your business while keeping everything running smoothly.
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Tracking sales tax is simple with Wave Accounting. Whether for products or services, Wave keeps it all organized so you’re prepared when tax season comes around.
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Collecting payments is a breeze. Whether it’s via Wave Accounting, PayPal, Venmo, or other platforms, Wave helps you track and record all payments, ensuring your records are accurate and complete.
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Tax time doesn’t have to be stressful—when your receipts are organized and your bookkeeping is up to date, it’s really just another month closed. I recommend keeping your receipts in a simple, organized folder system outside of Wave, and I can help you set up an easy structure in Google Drive, Dropbox, or wherever you prefer to store your files. With everything organized year-round, tax time becomes calm, smooth, and surprisingly easy.
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Track everything your business needs, from loans to assets, to ensure your financials are always up to date and accurate.
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Wave Accounting provides a full suite of financial reports, including Profit & Loss, Balance Sheet, Cash Flow, and more, to help you make informed decisions for your business.
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With Wave Accounting, you can personalize your invoices and statements by adding your logo and branding. Present your business professionally while keeping your finances in check.
Your Training Plan
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We’ll start by building a clean, accurate, and fully customized foundation for your bookkeeping. In this phase, we’ll:
Review your income streams and expenses
Create (or refine) your Chart of Accounts, so every transaction lands in the right place and your reports make sense
Connect your bank, credit card, and loan accounts
Import your transactions and clean up duplicates or errors
Teach you how to reconcile your bank, credit card, and loan accounts with confidence
Make sure your Wave file is accurate, streamlined, and ready for ongoing use
By the end of Phase 1, your books will be correctly structured — and you’ll understand how everything fits together.
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Next, we’ll customize Wave for the daily financial tasks that keep your business running smoothly. You’ll learn how to:
Set up your customers, products, and services
Create clear invoicing policies (payment terms, reminders, and expectations)
Set up and use recurring invoices
Send customer statements so clients stay up-to-date
Enter your vendors so you get detailed purchase and spending reports
Organize your receipts with a simple, reliable system that makes tax time a breeze
This phase builds the day-to-day workflows that make your bookkeeping fast and stress-free.
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In this phase, you’ll learn the monthly routines that keep your books complete, accurate, and tax-ready all year long. We’ll work through how to:
Capture all business expenses — including those paid with personal accounts
Review and prepare your Profit & Loss, Balance Sheet, and cash flow insights
Follow your Personalized Bookkeeping Task Checklist
Use your Custom Finance Calendar so nothing is ever missed
By the end, you’ll feel organized, supported, and confident managing your books month after month.
LET’S CHAT
I’m here to support you every step of the way — with clear guidance, calm organization, and a simple system that finally makes your finances feel manageable.
Let’s talk through what you need and find the best path forward together.
I’m passionate about helping entrepreneurs succeed, and I do that through three core areas: clean, simple bookkeeping; beautiful, functional websites; and digital task organization using tools like Notion, Asana, Trello, and Things 3. With years of experience as a Controller and Online Business Manager, I love making things feel calm, clear, and manageable so you can focus on the work you enjoy most.
I understand the unique challenges business owners face, and I love empowering entrepreneurs to focus on what they do best—growing their business—while I handle the details behind the scenes. Whether it’s learning a new bookkeeping platform or finding smarter ways to save money, I’m here to make the process as painless and straightforward as possible.
I’ve been using QuickBooks and Wave Accounting for over 20 years, and work regularly with other bookkeeping tools as well, so you’re supported no matter which system fits your business best.
If you’d like to talk through what you need, let’s connect for a free 20-minute Zoom chat. You deserve the time and freedom to focus on what matters most—let me take care of the rest!
HELLO. I’M ANGELA.
