What’s the difference between an enrolled agent and a CPA?

Yes, I’m an enrolled agent.  I often get asked the question, what’s the difference between an enrolled agent and a CPA?  Here is my response to Matt when he asked via e-mail: Rise and shine, Matt! I’m guessing you are more of a night owl than an early bird like me…lol. Yeah the “registered agent”…

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How to scan invoices or deposited checks into Wave Accounting

Want to watch a video instead? Check out my YouTube Video. Have you ever thought about scanning your deposited checks or client invoices into Wave Accounting.  Recently, in my Facebook group, Wave Train, I was asked that question.  At first, I didn’t think it was possible but with a little tweaking, I figured it out.…

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How To Categorize Credit Card Payments In Wave Accounting

Ok…this is kind of trick question because it’s the same as transferring money.  Right?  Aren’t you transferring money from your checking account to your credit card?  Yep, a credit card payment is a transfer. What is a transfer? A transfer is moving money from one bank account to another. In Wave, if you transfer money…

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Get your Wave Accounting bank reconciliation done in 8 easy steps!

Getting your Wave Accounting bank reconciliation done is about to get easier. What is a bank reconciliation? You may be asking yourself the same question or your may be asking yourself, “Really?  He is talking about this?”  Well, typically during a free consultation, I’ll ask the Wave user “When was the last time you did…

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How To Record A Transfer In Wave Apps

What is a transfer? A transfer is moving money from one bank account to another. In Wave, if you transfer money between two accounts that you have both linked to Wave, you will want to mark those transactions as a transfer. Below is a snapshot of transactions from Wave Accounting. Let’s start with #1. If…

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