Wave has a team of in-house bookkeepers, and accounting and payroll coaches, who offer personalized assistance to help you keep your Wave account up to date. Read on for more information about Wave Advisors, and answers to frequently asked questions.

Who are Wave Advisors?

Wave advisors are trained in-house professionals in bookkeeping, accounting, payroll, and tax. They can take care of your bookkeeping for you, or coach you on how to do it yourself.

How do I get started with Wave Advisors?

Within your Wave account

To contact a Wave Advisor from within your Wave account, follow these steps:

  1. Click Wave Advisors on the left hand menu.
  2. Click Start Now.
  3. Select your answers to the questions on screen.
  4. Click Book a free consultation. This takes you to an interactive calendar, where you can book a 20 minute consultation call with the Wave Advisors sales team.
  5. Select the date and time, (you can change the time zone by clicking on the arrow next to the time zone, which opens a drop-down selection menu from which you can select your time zone).
  6. Click Confirm.
  7. Enter the requested details.
  8. Click Schedule Event to book your call.

Directly on the Wave Advisors webpage

To book a consultation call directly from the Wave Advisors web page, follow the steps below:

  1. Head to the Wave Advisors page on our website.
  2. Click on the Book a call or Book now button. This takes you to an interactive calendar, where you can book a 20 minute consultation call with the Wave Advisors sales team.
  3. Select the date and time, (you can change the time zone by clicking on the arrow next to the time zone, which opens a drop-down selection menu from which you can select your time zone).
  4. Click Confirm.
  5. Enter the requested details.
  6. Click Schedule Event to book your call.

How do I contact my Wave Advisor as an existing Wave Advisors customer?

Once you have an appointed Wave Advisor, you can contact them via email. To find their email address, search your inbox for an email from Wave Advisors. You should have received an email directly from the Wave Advisor who was assigned to you.

How do Wave Advisors access my Wave account?

Wave Advisors can add themselves to your Wave business profiles remotely as an admin collaborator, as per our terms of service. You will receive an automatic email notification to your primary email address any time a user has been added or removed from your account. You can also check which users have access to your account at any time by heading to Settings > Users.

Your password isn’t necessary for Wave Advisors to access your account, so please do not share it with anyone.

Are Wave Advisors accountants and tax preparers?

Wave Advisors are a team that includes in-house trained professional bookkeepers, accountants, tax preparers and CPAs.

To find out more about Wave Advisors, check out this page on our website.