Wave Advisors are Wave’s in-house professionals specializing in bookkeeping, accounting, and payroll setup. Advisors can take care of your bookkeeping for you, or coach you on how to do it yourself.
Your advisor can add themselves remotely to your Wave business as an admin collaborator to assist with providing services. Learn more in our terms of service.
A Wave advisor will never ask for the password to your Wave account.
Wave Advisors’ services are only for assistance with features within Wave.
Bookkeeping services
Bookkeeping services are not available in Quebec, Canada.
Wave Advisors' bookkeeping services are offered on a recurring monthly basis. You are assigned an in-house bookkeeper who helps keep your accounting up-to-date. Your bookkeeper helps with transaction categorization and reconciliation, and provides monthly review calls.
Bookkeeping services include a Pro Plan subscription without the Receipts feature.
Accounting coaching
Wave Advisors’ accounting coaching is a service that sets you up with an understanding of your own Wave accounting. You are assigned an in-house accounting coach who will ensure you have set up your Wave accounting properly and can manage your bookkeeping yourself.
Payroll coaching
Wave Advisors’ payroll coaching is a service to help you set up and understand your payroll in Wave. You are assigned an in-house payroll coach who will help set up your payroll account, understand how your business’s payroll taxes work, and assist you in successfully running your first payroll.
For more information on Wave Advisor services, pricing, or to book a call, see Personalized help with Wave Advisors.