Wave Accounting Bookkeeping Services
Wave provides accounting and invoicing tools for small businesses. Hashbooks can manage transaction imports, categorize receipts, reconcile accounts, and organize reports for the client's tax professional.
Features & Support
- Wave Accounting account setup & bank connections
- Freelancer receipt upload & expense categorization
- Client invoicing reconciliation and payment tracking
- Separation of business and personal transaction records
- Monthly financial report closeouts (Balance Sheet & P&L)
- Year-end bookkeeping package for the client's tax professional
Who This Is For
Bookkeeping Support Process
Set Up Wave
We establish your Wave account and securely link your business credit cards and bank accounts.
Reconcile and Clean
We categorize every transaction, separate personal expenses, and perform monthly reconciliation.
Tax Readiness
We close your books monthly and compile tidy reports that your accountant can use for tax filing.
Frequently Asked Questions
How should I choose a Wave plan?
The client selects and maintains the software subscription. Confirm current features, availability, and plan terms directly with Wave; Hashbooks assesses the bookkeeping workflow separately.
How do you handle personal expenses in Wave?
We document and categorize owner or personal activity using the treatment approved by the client and their accountant so it is separated from ordinary business activity.
Can we upgrade to QuickBooks later?
Yes. When your transactions grow or you need complex inventory tools, we can help migrate your historical data from Wave to QuickBooks Online.
Ready to Connect Your Software?
Discuss your current software, bookkeeping gaps, and the scope you need.
Request a Bookkeeping Assessment