STREAMLINE YOUR FINANCES WITH WAVE ACCOUNTING
Learn how to simplify your business finances with Wave Accounting. With low monthly fees and a straightforward, organized bookkeeping system, you can keep your financial records up-to-date and spend more time on what truly matters to you.
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Certified Life Purpose Coach
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Things 3
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Trello
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Notion
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Squarespace Website Creator
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Previous Controller - Accountant
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Certified Life Purpose Coach / Things 3 / Trello / Notion / Squarespace Website Creator / Previous Controller - Accountant /
HELLO. I’M ANGELA
I’m passionate about helping entrepreneurs like you take control of your business. With years of experience as a Controller and Online Business Manager, I’ve made it my mission to support small business owners in managing their finances and systems in a way that’s simple and effective.
I understand the unique challenges you face, and I love empowering business owners to focus on what they do best—growing their business—while I handle the details behind the scenes. Whether it's mastering Wave Accounting to make bookkeeping stress-free or finding smarter ways to save money, I’m here to help make the process as painless as possible.
If you prefer QuickBooks Online, I’ve got you covered too! As a Certified QuickBooks Online Advisor, I can assist with everything from setup to ongoing support. Let’s connect for a free 20-minute Zoom chat to see how I can help you streamline your finances and achieve your goals. You deserve the time and freedom to focus on what matters most—let me take care of the rest!
Streamline your financial management with confidence
Effortless transaction importing & reconciliation
Wave Accounting allows you to auto-import all your bank and business credit card transactions, making monthly reconciliation quick and seamless. No more manual entry—everything you need is just a few clicks away.
Stay on top of your finances
With Wave Accounting, categorizing your transactions is a breeze. Keep your expenses and income organized, and enjoy up-to-date financial insights like daily Profit and Loss Statements so you always know where your business stands.
Streamlined invoicing
Creating and sending invoices has never been easier. With Wave Accounting, you can quickly invoice your customers for both products and services. Wave even takes care of sending reminders for overdue payments, saving you time and energy.
Consistent cash flow
Want to make sure your clients are up to date? Wave Accounting allows you to send customer statements and set up recurring invoices, so you can focus on growing your business while keeping everything running smoothly.
Simplified sales tax management
Tracking sales tax is simple with Wave Accounting. Whether for products or services, Wave keeps it all organized so you’re prepared when tax season comes around.
Get paid your way
Collecting payments is a breeze. Whether it’s via Wave Accounting, PayPal, Venmo, or other platforms, Wave helps you track and record all payments, ensuring your records are accurate and complete.
Smart receipt management
With Wave Accounting, you can easily attach and track receipts. The optional receipt-scanning feature makes staying organized even easier—though I always recommend keeping a copy for your records as backup.
Comprehensive transaction tracking
Track everything your business needs, from loans to assets, to ensure your financials are always up-to-date and accurate.
Insightful, real-time financial reports
Wave Accounting provides a full suite of financial reports, including Profit & Loss, Balance Sheet, Cash Flow, and more, to help you make informed decisions for your business.
Show off your brand
With Wave Accounting, you can personalize your invoices and statements by adding your logo and branding. Present your business professionally while keeping your finances in check.
Wave Accounting gives you the power to streamline your processes, save time, and focus on what matters most—growing your business!
Our First 90-Minute Zoom
We’ll connect all your bank and credit card accounts to Wave, allowing for seamless transaction imports from a date that suits you best—whether it’s the beginning of the year or even earlier. Together, we’ll find the most effective approach for your business.
Next, we’ll meticulously reconcile your bank and credit card statements to ensure every transaction is accounted for, giving you complete confidence in your financial records.
If you’re using other software, such as a payroll service, we’ll explore how it can integrate with Wave through journal entries, ensuring everything works together smoothly.
We’ll set up your customer profiles and configure your services and products, creating a system ready to grow alongside your business.
We’ll customize your Profit and loss Statement to meet your specific needs, transforming it into a powerful tool for informed decision-making.
We’ll also discuss adding vendors—your key suppliers and service providers—and how tracking expenses with them can provide valuable insights into your spending. As we import your transactions, we may even have time to categorize some, giving you a head start.
Wave’s user-friendly design makes navigating the platform easy. Once you grasp the basics, managing your finances will feel straightforward, allowing you to focus on what truly drives your business’s success!
OUR TRAINING PLAN
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Once we decide to partner, we’ll schedule a focused 60 to 90-minute Zoom session. During this time, I’ll dive into your business and bookkeeping needs, asking the right questions to understand your unique situation. (More details are in the section above.)
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I’ll guide you through every corner of Wave, focusing on what’s most important for your business. Wave is intuitive, visually clear, and makes it simple to find everything you need. I’ll ensure you know how to navigate it with confidence.
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Once we’ve linked your bank and credit card accounts, we’ll go through your transactions together—categorizing everything to ensure they’re correctly reflected in your financial reports. The more you stay on top of this, the more accurate and up-to-date your reports will be, helping you stay informed about your business’s health.
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We’ll reconcile all your accounts—bank, credit cards, and loans—so you know everything is accounted for. I’ll teach you how to easily do this on your own, empowering you to take control of your finances.
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We'll input your customer details along with the products and services you'll be invoicing. You'll receive guidance on setting up and sending your customer invoices. Additionally, you'll have the option to send statements and establish recurring invoices.
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We can enhance your financial tracking by adding your vendor names to Wave. This will allow you to easily monitor your purchases and make more informed decisions.
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Don’t miss out on potential deductions! We’ll identify any business expenses you may have paid with personal accounts, helping you reduce your taxable income. I’ll set up a reminder task for you to enter these each month as journal entries, ensuring nothing slips through the cracks.
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Wave offers intuitive reports designed to empower you in managing your business. I’ll guide you through each report, explaining how to interpret the data and leverage it for strategic decision-making.
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Together, we’ll create a customized Bookkeeping Task List and schedule those recurring tasks in your preferred task management tool or calendar. You’ll appreciate this streamlined organization at year-end when all your transactions and receipts are neatly arranged.
THE WAVE PACKAGE
The number of hours varies based on the number of Zooms for training, the number of transactions being imported, their complexity, and the number of clients and vendors you enter into Wave to get started. I try to make the whole process as simple as possible for you.
After we do our Zoom chat and decide to work together, We’ll schedule our 90-minute Zoom, and I’ll send you an invoice for five hours toward our Zoom time together. Any hours over the prepaid five will be invoiced at $75 an hour.
The invoice is due upon receipt via Venmo, or you can pay on the invoice I send you through my Wave invoicing.
Interested? Let’s do a Zoom chat, and I can answer all your questions. Schedule our chat below or here.