Optimize Wave Bookkeeping Workflow

Job ID: 40510173

Budget: $8 – $15 USD

I need a WAVE expert to for the following:

- categorize transaction (transfers, expenses)
- fine-tune the Wave setup (automation rules and anything you If you recommend)

Deliverables I expect:
• All repeating expenses accurately categorized in Wave
• Updated categories and rules that fit my business workflow
• A brief hand-off note (or quick screen-share walkthrough) so I understand the changes and can maintain the system going forward

If you are an accountant and Wave expert this is for you.