Personalized help with Wave Advisors
Get VIP treatment from our in-house bookkeepers and coaches.
Have a trusted advisor by your side
Bookkeeping support
- Assigned in-house bookkeeper based in North America
- Introductory call and account setup
- Transaction categorization
- Account reconciliation
- Collaboration with your bookkeeper
- Monthly review calls
- Account upgraded to the Pro Plan*
Accounting coaching
(other packages available)
(other packages available)
- Live 1:1 coaching
- Unlimited 30-day email access to your coach
- The confidence to manage your own books
- Migration from other accounting software, like FreshBooks
*Receipts feature not included
**Billed annually. No contract, and no commitment necessary. Monthly plans are also available. Pricing is based on transaction volume. Read our Terms of Service for full pricing breakdown.
"Simran is very helpful and goes above and beyond to help me as I am a fairly new freelancer and user of the Wave Advisors services."
"Dawn is always upbeat and kind, even when not feeling 100%. She always has everything in order and is ready for any questions I may have."
"Very easy so far. I like that I don't have to do it myself and worry about whether everything balances, etc."
Frequently Asked Questions
What is a Wave Advisor?
Wave Advisors are trained in-house professionals in bookkeeping, accounting and Wave features. Experienced and passionate about the unique challenges small business owners face, Wave Advisors can give you help and advice when you need it—during the year, when you’re closing year-end, or at tax time.
What is the difference between Bookkeeping and Accounting Coaching?
With Bookkeeping, you outsource your bookkeeping to us and let the pros handle it. With Accounting Coaching, we ensure you are set up correctly and coach you on how to do it yourself.
What are the monthly fees for Bookkeeping with an Advisor?
The fee is calculated for a calendar month of transactions, and depends on the size of your business. Schedule a call to receive a customized quote.
Who is Accounting Coaching for?
It’s for freelancers, consultants, contractors, and self-employed entrepreneurs who want to do their own bookkeeping with confidence.
Whether you’re new to accounting software (or Wave), or have years of experience and want to utilize our software to the fullest extent, we will coach you to succeed.
Why is Wave Advisors partnering with H&R Block?
Wave believes in partnering with companies, like H&R Block, that share its passion for empowering small business owners and helping them start, survive, and thrive.
Advisors coaches you on how to do your bookkeeping correctly for accurate financial reporting, and H&R Block uses these reports to help you track your goals and focus your time on the right things.
