Setup and Monthly Bookkeeping Management in Wave
Adeel Ahmed
Accountant
Tax Consultant
Bookkeeper
I successfully set up and now manage the monthly bookkeeping for a client using Wave. This includes:
- Customizing the Chart of Accounts: Created and organized a detailed chart of accounts.
- Reporting Setup: Developed comprehensive financial reports for actionable insights.
- Adding Products and Services: Added the client's products and services.
- Data Migration: Imported and integrated previous data into Wave.
- Monthly Bookkeeping: Manage ongoing bookkeeping, including transaction categorization, bank reconciliations, and financial statement preparation.
