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At a Glance

Key details about this service to help you decide. Generated by Zinn Hub, not the seller.

Transaction Cap

Up to 150 Transactions
Each package covers a maximum of 150 transactions recorded and categorised in Wave Accounting, suitable for small businesses or sole traders with moderate monthly activity.

Credentials

CPA & CAA Certified
The provider holds CPA and CAA qualifications, offering credibility for tax compliance, ITIN services, and IRS-related bookkeeping needs.

Platform Used

Wave Accounting
All bookkeeping is performed exclusively within Wave Accounting, so buyers already using QuickBooks or other platforms should confirm compatibility before purchasing.

Turnaround Time

7–14 Days
The base package delivers within 7 days, with upgrade tiers extending to 10 or 14 days. No revisions are included at any tier, so supplying accurate documents upfront is essential.

What You'll Receive

Formats:
Written ReportDigital Files
Delivery Method: Order Manager
Notes: Your completed books will be maintained within Wave Accounting. A final financial report will be delivered to you through the order manager upon completion. All files and outputs will be shared directly via the order chat. No external platforms or third-party tools are required on your end.

Full Description

Running a business is demanding enough without wrestling with spreadsheets and unreconciled transactions. This service takes that burden off your plate entirely, giving you clean, professionally organised books produced in Wave Accounting — so you can make confident financial decisions without the headache.

As a London-based accountant with experience serving clients across Amazon selling, e-commerce, spa and wellness, hospitality, retail, and numerous other industries, every engagement is tailored to your specific business. That means your transactions are categorised to reflect how your business actually operates — not forced into a generic chart of accounts that tells you nothing useful.

What is included in every order:
- Transaction entry and categorisation in Wave Accounting
- Up to the number of transactions included in your chosen package
- A final financial report delivered to you upon completion
- Customised categorisation aligned to your business type and preferences
- Communication throughout via the order chat to ensure accuracy

How it works:
Once you place your order, simply share your bank statement — a PDF works perfectly, and a CSV file will speed things up even further. No direct bank access is required. From there, the books are built out methodically, with any questions raised directly through the order chat. If a transaction needs recategorising at any point, just say the word and it will be adjusted.

What you receive:
A complete set of up-to-date books within Wave Accounting, culminating in a final financial report. Whether you need this as a monthly snapshot, a clean foundation for tax season, or an ongoing arrangement, the service scales to your needs.

Who this is for:
Small business owners, sole traders, freelancers, e-commerce sellers, and entrepreneurs who want professionally maintained books without the overhead of a full-time bookkeeper. It is equally suited to those who are new to accounting software and those who simply want a qualified professional to take over.

Why work with a qualified accountant rather than a virtual assistant?
Bookkeeping errors compound over time. Having a CPA and CAA-qualified professional categorise your transactions from the outset means your books are tax-ready, audit-ready, and genuinely useful for decision-making — not just tidy-looking.

Long-term relationships are welcomed and encouraged. Consistent bookkeeping from someone who already knows your business is far more valuable than starting fresh each month. Reach out via the order chat before purchasing if you would like to discuss your specific situation first.

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Compare Packages

FeatureStarterGrowthPremium
Delivery Time7 days10 days14 days
Revisions223
Up to 150 transactions entered and categorised in Wave Accounting
Categorisation tailored to your specific business type
Final financial report delivered on completion
PDF or CSV bank statement accepted — no direct bank access required
Communication and clarifications via order chat throughout
Up to 500 transactions entered and categorised in Wave Accounting
Categorisation tailored to your specific business type and chart of accounts
Suitable for higher-volume months or multiple accounts
High-volume transaction entry and categorisation in Wave Accounting
Suitable for complex, multi-stream or multi-account businesses
Fully customised chart of accounts aligned to your industry
PDF or CSV bank statements accepted across multiple accounts
Priority communication and clarifications via order chat throughout

Portfolio

Examples of the seller's work related to this Zinn.

Do Your Bookkeeping Using Wave Accounting

Do Your Bookkeeping Using Wave Accounting

Do Your Bookkeeping Using Wave Accounting
Do Your Bookkeeping Using Wave Accounting

Do Your Bookkeeping Using Wave Accounting

Do Your Bookkeeping Using Wave Accounting

Extra Information

Why Choose Me

Qualifications:CPA and CAA qualified accountant — books delivered to a professional standard, ready for tax compliance and financial planning.
Tailored Approach:Every set of books is categorised to reflect how your business actually operates, not forced into a one-size-fits-all structure.
Long-Term Partnership:Ongoing monthly bookkeeping relationships are welcomed — consistency across months produces cleaner, more useful financials.

Tools I Use

Accounting Platform:Wave Accounting
Accepted File Formats:PDF bank statements and CSV transaction exports

Industries I've Served

Business Types:Amazon Sellers, E-commerce Stores, Retail Shops, Spas & Wellness Businesses, Hotels & Hospitality, Freelancers & Sole Traders

Frequently Asked Questions

Your most recent bank statement is all that is needed to begin. A PDF works perfectly well. If you can also provide a CSV export of your transactions, the process will be faster and more accurate. Any additional documentation can be discussed via the order chat as the work progresses.

No. Direct bank access is not required at any point. Simply upload your bank statement as a PDF or CSV file through the order chat, and the bookkeeping will be completed from that.

Absolutely. The categorisation is tailored to your business. If at any point a transaction has been placed in the wrong category, or you would like something recorded differently, let us know and it will be adjusted accordingly.

Yes. Long-term working relationships are very much welcomed. Having a bookkeeper who already understands your accounts, your business, and your preferred categorisation approach saves considerable time and produces better results month after month.

The deciding factor is the number of transactions across the period you need bookkeeping for. A transaction is any single entry on your bank statement — a sale, a purchase, a transfer, a fee, and so on. If you are unsure of your volume, check your last bank statement and count the lines, or message via the order chat before purchasing and we can advise.

The final report is produced within Wave Accounting and reflects all categorised transactions for the period. It provides you with a clear overview of your income and expenses, which can be used for tax purposes, business planning, or simply understanding where your money is going.

Experience spans a wide range of business types including Amazon sellers, e-commerce stores, spas and wellness businesses, hotels, retail shops, and more. The categorisation approach is always adapted to the industry in question.

Customer Reviews

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Perfect as always

Here's a polished version of your review: Neil consistently delivers exceptional work with impressive speed and professionalism. Her communication is prompt and reliable, and he always meets deadlines without sacrificing quality. I highly recommend her services to anyone seeking efficient, professional assistance—you'll be glad you hired her.

Neil Liang delivered top-notch professional work in accounting and was a pleasure to collaborate with. Her quick responsiveness and timely delivery truly impressed me. Highly recommend!

Neil and her team keep my businesses afloat. They are attentive, professional, super helpful and I'm so glad that after all these years I have accountants that have my back. Thanks, Neil!

Neil has been such a great support to my business. He efficient, polite, knowledgeable and just a pleasure to work with. I’ll always continue to use her.

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Be Your Bookkeeper Using Wave Accounting - Zinn Digital ™

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