Setup and Monthly Bookkeeping Management in Wave

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.