Personalized help with Wave Advisors

Get VIP treatment from our in-house accounting and payroll coaches and bookkeepers.

Wave accounting dashboard with coaching features

Have a trusted advisor by your side

Bookkeeping support

We'll run the numbers. You run your business.

  • Transaction categorization
  • Account reconciliation
  • Collaboration with your accountant
  • Monthly review calls
See Pricing
Accounting coaching

With this personalized session, you'll get...

  • 2 hours of live coaching
  • Unlimited 30-day email access to your coach
  • The confidence to manage your own books
See Pricing
Bookkeeping support

We'll run the numbers. You run your business.

  • Transaction categorization
  • Account reconciliation
  • Collaboration with your accountant
  • Monthly review calls
See Pricing
Tax service

Relax, we’ll take care of your taxes.

  • Guaranteed accurate income tax filing
  • Two-stage review process of your Wave Profit & Loss Report by an Accounting Coach and your Tax Advisor
  • Prepared by a designated Tax Professional (CPA or IRS Enrolled Agent)
*Tax services only available for Sole Proprietorships and non-corporate Single Member LLCs.
See Pricing
Accounting coaching

With this personalized session, you'll get...

  • 2 hours of live coaching
  • Unlimited 30-day email access to your coach
  • The confidence to manage your own books
See Pricing
Tax Coaching

Relax, we’ll take care of your questions.

  • Specialized for small business income tax issues and planning
  • One video call up to 60 minutes
  • Unlimited 30 day email access to your tax pro
Learn More

Schedule a consultation now and discover the right package for you.

Book now
Katherine Perez
Kat D Productions 

Simran is very helpful and goes above and beyond to help me as I am a fairly new freelancer and user of the Wave Advisor services.

Melodie Martinia
Landing Spot Counseling

Dawn is always upbeat and kind, even when not feeling 100%. She always has everything in order and is ready for any questions i may have.

Christopher Mayer
Woodlock House Family Capital

Very easy so far. I like that I don't have to do it myself and worry about whether everything balances, etc.

Bookkeeping support

$199
CAD and up per month*

Accounting coaching

$379
CAD one time fee
(other packages available)
*For prepaid annual plans. No commitment necessary. Month-to-month plans also available.

Bookkeeping support

$149
CAD and up per month*

Accounting & payroll coaching

$379
CAD one time fee
(other packages available)
*For prepaid annual plans. No commitment necessary. Month-to-month plans also available.

Bookkeeping support

$149
USD and up per month*

Tax service

$899
USD annual starting price

Accounting coaching

$379
USD one time fee
(other packages available)
*For prepaid annual plans. No commitment necessary. Month-to-month plans also available.

Frequently Asked Questions

What is a Wave Advisor?

Wave Advisors are trained in-house professionals in bookkeeping, accounting and Wave features. Experienced and passionate about the unique challenges small business owners face, Wave Advisors can give you help and advice when you need it—during the year, when you’re closing year-end, or at tax time.

What is the difference between Bookkeeping and Accounting Coaching?

With Bookkeeping, you outsource your bookkeeping to us and let the pros handle it. With Accounting Coaching, we ensure you are set up correctly and coach you on how to do it yourself.

What are the monthly fees for Bookkeeping with an Advisor?

The fee is calculated for a calendar month of transactions, and depends on the size of your business. Schedule a call to receive a customized quote.

Who is Accounting Coaching for?

It’s for freelancers, consultants, contractors, and self-employed entrepreneurs who want to do their own bookkeeping with confidence.

Whether you’re new to accounting software (or Wave), or have years of experience and want to utilize our software to the fullest extent, we will coach you to succeed.

Who provides the coaching services?

Wave employees who are all trained in-house.

Discover which Wave Advisors package is right for you.
Book a consultation now