Uncategorized work and mismatched books
Transactions sit uncategorized for weeks. Your bank balance and your books do not match. You are not sure who still owes you money.
Stop spending your evenings categorizing transactions. We keep your Wave books accurate and reconciled, so you always know where your business stands and your CPA gets clean records.
Monthly reconciliation and reports. NDA and secure, role-based access.
You picked Wave because it is simple. Then the business got busy. There is also a recent change worth knowing about. Since June 2026, Wave's free Starter plan no longer includes automatic bank imports or extra logins for your accountant. Those need Wave Pro ($19/month). On Starter, every transaction has to be entered or uploaded by hand. Either way, you do not have to carry it alone. We handle the day-to-day bookkeeping inside your Wave account, and you stay in charge of every decision.
Transactions sit uncategorized for weeks. Your bank balance and your books do not match. You are not sure who still owes you money.
Tax season means a pile of receipts and a stressed-out CPA. You have not looked at a profit and loss report in months.
Monthly bookkeeping, reconciliation, invoices, bills, reports, and setup — inside your Wave account.
Wave is a product of Wave Financial. Intellgus is not claiming a Wave partnership, Wave Advisors relationship, or product certification on this page. We do not provide tax advice, tax return filing, or audit services. Payment approvals and financial decisions stay with you. Please provide only general information through inquiry forms. Do not submit bank logins, passwords, or other sensitive data through a web form. Wave's own plan (Starter is free, Pro is $19/month) is separate from our fees.
We record and categorize your income and expenses, clear uncategorized items, and keep your chart of accounts tidy. We use categories that match how US small businesses report, so your CPA is not untangling them in March.
Every month, we match your books to your statements, track down missing or duplicate entries, and tell you about anything that does not add up. No more mystery differences.
We keep invoices and customer payments matched, flag overdue balances, and send you a simple summary of who owes you what. You decide who to chase and how.
We organize bills and receipts, track what is due, and keep vendor payments recorded correctly. We also keep your vendor payment totals tidy so your CPA can prepare 1099s.
On a set schedule, we review the month and send you a Profit & Loss, Balance Sheet, and Cash Flow report with a short plain-English summary. If you collect sales tax, we keep the figures in Wave's sales tax report accurate. Filing stays with you or your CPA.
New to Wave, or set up in a hurry? We review your chart of accounts, categories, and bank connections, then build a simple routine you can rely on.
Falling behind is common, and it is fixable. We review your history, categorize what is missing, fix duplicates and misclassified entries, reconcile your accounts, and hand you clean books you can start from.
Every engagement is fixed-price. We review your books on a free call and send your quote within 24 hours. Please note that Wave's own plan (Starter is free, Pro is $19/month) is separate from our fees. If you want automatic bank imports and us working in your account, we will tell you exactly which Wave plan you need. Catch-up work is quoted after a quick look at your file, never a surprise hourly bill.
Fixed-price quote within 24 hours
Catch-up quoted after we look at your file
Wave's Starter and Pro fees are separate from our fees
Wave bookkeeping support is built around how small businesses actually work.
You work with a team that knows Wave bookkeeping for US small businesses, not a one-off freelancer gig.
Plain-English summaries, not accounting jargon. If something looks off, you hear about it early.
We prepare. You approve payments, set policies, and make the decisions.
We work directly with your accountant and keep books tax-ready. We do not provide tax advice or filing.
NDA on request, role-based access, and no passwords or bank logins ever requested through a form.
A 30-minute review, a written quote, secure onboarding, then monthly delivery.
Wave is great for freelancers, consultants, and service businesses with straightforward needs. But it is not for everyone. If you need inventory tracking, multiple entities, or more advanced reporting, Wave may hold you back. If that is you, we will say so. A free review costs you nothing and you will leave knowing where you stand.
You are a freelancer, consultant, or service business with straightforward needs, and you want clean books without switching software.
You need inventory tracking, multiple entities, or more advanced reporting. Wave has no inventory tracking, USD and CAD only, and a sales tax report that you still have to file yourself.
We handle your day-to-day bookkeeping in Wave: categorizing transactions, reconciling accounts, tracking invoices and bills, and sending monthly reports. The exact scope is agreed in writing before we start.
Yes. You can hand off everything or just the parts you dislike. You keep approval over payments and decisions.
For automatic bank imports and for us to work in your account as a separate user, yes. As of late 2026, Wave Pro is $19/month. We will confirm what you need on our first call.
Yes. We review your history, fix errors, reconcile your accounts, and give you a fixed quote for the work.
Yes, every month. We compare your books to your bank and credit card statements and resolve any differences.
We do not prepare or file tax returns. We keep your books clean and your sales tax and vendor payment figures accurate, so your CPA can handle filings quickly.
Yes. We use role-based access, sign an NDA on request, and never need your bank passwords. Access can be removed at any time.
Book a free 30-minute review. We will look at your setup and send a quote within 24 hours.
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