Setup and Monthly Bookkeeping Management in Wave
Adeel Ahmed
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Posted Jul 17, 2024
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
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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.