Accounting courses: Wave for beginners, and AI for accounting firms
Keep a small business’s books in Wave, free accounting software, on real Wave screens: categorize every transaction, invoice a customer and record the payment so income is counted once, enter and pay supplier bills, reconcile the bank each month and read the Profit & Loss and the Balance Sheet.
Then, for bookkeepers and accounting firms, use AI on the writing and checking around the books: client emails, meeting recaps, P&L reviews and reconciliations. This is bookkeeping practice, not tax, legal or financial advice.
Wave1 course
Wave Accounting for Beginners
Learn Wave, free accounting software, on real Wave screens: find the chart of accounts and record a transaction, invoice a customer and record the payment, then enter and pay a bill and start a bank reconciliation.
- Chart of Accounts, Transactions and Reports
- Create an Invoice and Record the Payment
- Enter a Bill, Pay It and Reconcile
The 3 modules
- Wave: Chart of Accounts, Transactions and ReportsWave · Beginner · ~10 min
- Wave: Create an Invoice and Record the PaymentWave · Beginner · ~10 min
- Wave: Enter a Bill, Pay It and ReconcileWave · Beginner · ~8 min
Cheat sheet: Wave Accounting Cheat Sheet: Invoices, Bills, Reports · PDF
Words to know: Invoice Accounts receivable Bank reconciliation
Start the courseNext → AI for Accounting & Bookkeeping Firms
ChatGPT1 course
AI for Accounting & Bookkeeping Firms
Client meetings, refund-date emails, P&L reviews and month-end paperwork, done faster and checked.
- Use AI at Work Without Leaking Client Data
- Your AI Assistant for a Bookkeeping Practice
- Summarize a Client Meeting
The 20 modules
- Start Here: How Stepthrough WorksStepthrough · Beginner · ~2 min
- Use AI at Work Without Leaking Client Data using ChatGPTChatGPT · Beginner · ~7 min
- ChatGPT: Your AI Assistant for a Bookkeeping Practice (Client Emails and Call Notes, with Your Rules)ChatGPT · Beginner · ~9 min
- Summarize a Client MeetingChatGPT · Beginner · ~9 min
- Answer Refund-Date Emails Without Overpromising using ChatGPTChatGPT · Beginner · ~10 min
- Answer Client Emails in Half the Time using LindyLindy · Intermediate · ~14 min
- Analyze a Client's P&L ExportChatGPT · Beginner · ~11 min
- ChatGPT: Month-End Bank Reconciliation in 20 Minutes, Not 3 HoursChatGPT · Beginner · ~12 min
- Collect Overdue Invoices Faster using ChatGPTChatGPT · Beginner · ~12 min
- A Claude Project for Your Firm: Fees, Terms and ToneClaude · Beginner · ~9 min
- n8n: Sort Every Client Inquiry and Draft the Reply, Your First AI Workflow Automationn8n · Beginner · ~12 min
- AI Receipt Extractorn8n · Intermediate · ~12 min
- Invoices from Your Inbox to Google Sheets, with Approvaln8n · Advanced · ~14 min
- Docparser: Pull Invoice Data from PDFs into a SpreadsheetDocparser · Beginner · ~10 min
- Mixo: Launch a Landing Page and Collect Early Sign-upsMixo · Beginner · ~12 min
- OLVA: Run Client Planning Meetings Without Losing a Single Follow-upOLVA · Intermediate · ~8 min
- HubSpot: Capture a Web Lead and Follow Up the Same DayHubSpot · Beginner · ~12 min
- PaperOffice AI: Read Every Supplier Invoice and Spot the Ones That Need ApprovalPaperOffice AI · Beginner · ~5 min
- GoSwift: Build a Client Onboarding Tracker by Describing ItGoSwift · Beginner · ~6 min
- MonstarX: Turn New-Client Emails into an Intake Form and TrackerMonstarX · Beginner · ~8 min
Cheat sheet: AI Quick-Start for Accounting Firms: Cheat Sheet · PDF
Words to know: Action items Human in the loop Personally identifiable information (PII)