Wave Accounting Setup

Wave Accounting Setup Title Wave Accounting Expert Needed to Set Up Accounting System for New LLC Scope of Work • Create a well-organized Chart of Accounts tailored to my business. • Configure the Wave platform using accounting best practices. • Set up income and expense categories. • Configure products/services, invoices, estimates, and recurring transactions (as appropriate). • Set up sales tax if applicable. • Recommend additional settings or workflows that will streamline bookkeeping. • Provide a live Zoom training session (approximately 60–90 minutes) for my inexperienced bookkeeper on the day-to-day use of Wave, including transaction categorization, reconciliation, invoicing, reporting, and other essential bookkeeping functions. The training session will be recorded for future reference. • Provide brief documentation for future reference. Business Overview My company is an LLC focused on content creation, speaking, coaching, online education, YouTube, digital products, books, and merchandise. I want an accounting structure that will support future growth and multiple revenue streams. Important • My bank account has not yet been connected to Wave. I intentionally want the accounting system and Chart of Accounts established first. Connecting the bank account is not part of this initial project. • Once the setup is complete, I would like you to provide a basic training session for my assistant/bookkeeper (Kathy) on using Wave. This should include navigating the platform, categorizing transactions, reconciling accounts, generating basic reports, and other day-to-day bookkeeping tasks so she can confidently maintain the system going forward. Qualifications • Demonstrated experience setting up Wave Accounting accounts from scratch. • Strong understanding of bookkeeping and accounting principles. • Experience with entrepreneurs, coaches, speakers, creators, or online businesses is preferred. • Excellent communication skills. When Applying, Please Include 1. A brief description of your Wave Accounting experience. 2. Examples of similar Wave setups you have completed. 3. Your estimated number of hours for this project. 4. Your hourly rate or fixed project price. 5. Any recommendations you would make before beginning the setup. Closing I am looking for someone who is detail-oriented, proactive, and able to create a clean, scalable accounting system that my bookkeeper can confidently maintain after your training.