Personalized help with Wave Advisors
Get VIP treatment from our in-house bookkeepers and coaches.
Have a trusted advisor by your side
Bookkeeping support
- Assigned in-house bookkeeper based in North America
- Introductory call and account setup
- Transaction categorization
- Account reconciliation
- Collaboration with your bookkeeper
- Monthly review calls
- Business upgraded to the Pro Plan*
Accounting coaching
(other packages available)
(other packages available)
- Live 1:1 coaching
- Unlimited 30-day email access to your coach
- The confidence to manage your own books
- Migration from other accounting software, like FreshBooks
"Simran is very helpful and goes above and beyond to help me as I am a fairly new freelancer and user of the Wave Advisors services."
"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."
"Very easy so far. I like that I don't have to do it myself and worry about whether everything balances, etc."
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.
†Offers valid Nov 13–30, 2025.
Bookkeeping: 20% off annual (1-year) packages and 25% off multi-year (2+ years) packages, based on original monthly pricing. Available only to new clients or former clients who paused due to pricing or cash-flow reasons. Valid for full 12-month (or longer) commitments started within the offer period. Not valid for existing clients, upgrades, or add-ons. Please see our Terms & Conditions for more details.
Coaching: $30 off 1-hour sessions ($229 → $199) and $40 off 2-hour sessions ($379 → $339) with 30 days of email support. Sessions must be booked within 30 days of purchase (approx. by Jan 10, 2025). Please see our Terms & Conditions for more details.
All discounts are one-time, non-transferable, non-refundable, and cannot be combined with other offers. Early cancellation voids discounts. Offers subject to availability and may change or end without notice.
*Receipts feature not included
**Billed annually. No contract, and no commitment necessary. Monthly plans are also available. Pricing is based on transaction volume. Read our Terms of Service for full pricing breakdown.
