Complete these steps for onboarding as a new client:
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Wave Accounting charges $19 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 downgrading your plan to free.
Step 1 – Connecting Accounts via Wave
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Step 2 – Save your Card-on-File
https://buy.stripe.com/cN2eWV09c05I4DuaEE
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Step 3 – (As Needed) Pulling PayPal, CashApp, and Venmo Business Historical CSVs
Loom Video – Venmo Business (non-personal) CSV
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Step 4 – (If Needed) Bank and Credit Card Historical CSVs
Loom Video – Bank and Credit Card CSV
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Step 5 – If you are a significant Crypto user, also complete this crypto-tax setup:
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For those with an Apple Credit Card (Issued by Goldman Sachs), please visit this guide:
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For those ending their Quickbooks membership or coming from that platform: https://www.loom.com/share/222a3aac148e4818ac799749e7eedffd?sid=9a93c0fb-e7b4-44d0-9f1f-ad6dd4090b17
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NOTE: Only complete Step 6 if advised to do so
Step 6 – Setting Up Email Forwarding for PayPal, CashApp, Venmo Business
