Complete these steps for onboarding as a new client:
–
NOTE: Effective Feb 1, 2024, Wave Accounting now charges $16 per month for the Pro plan. This plan is required to connect your bank accounts and to add me as an accountant. If you will not be using Wave after your bookkeeping delivery is provided, you might consider canceling your Pro plan at that time.
Step 1 – Connecting Accounts via Wave
–
Step 2 – Save your Card-on-File
https://buy.stripe.com/cN2eWV09c05I4DuaEE
–
Step 3 – (As Needed) Pulling PayPal, CashApp, and Venmo Business Historical CSVs
Loom Video – Venmo Business (non-personal) CSV
–
Step 4 – (If Needed) Bank and Credit Card Historical CSVs
Loom Video – Bank and Credit Card CSV
–
Step 5 – If you are a significant Crypto user, also complete this crypto-tax setup:
–
For those ending their Quickbooks membership or coming from that platform: https://www.loom.com/share/222a3aac148e4818ac799749e7eedffd?sid=9a93c0fb-e7b4-44d0-9f1f-ad6dd4090b17
–
NOTE: Only complete Step 6 if advised to do so
Step 6 – Setting Up Email Forwarding for PayPal, CashApp, Venmo Business
