Wave

• You invoice clients
• You want clean records for taxes
• You need basic bookkeeping without complexity

• Invoicing
• Payment collection
• Income tracking

1. Create your business profile.
2. Build 2 invoice templates.
3. Use it for your next 10 invoices.

• Wave invoicing setup
• consulting invoice template
• simple bookkeeping for freelancers

• Easy invoicing
• Good for basic tracking

• Not a full CRM
• May be limited for complex accounting needs

Consultants who invoice clients and want simple bookkeeping.

Anyone who already uses a full accounting suite and doesn’t want another tool.

• Invoice an agreed consulting milestone.
• Track authorized project expenses and actual receipts.
• Reconcile payments and refunds with supporting records.

• Verify current availability, subscription features, payment fees, and integrations.
• Accounting software does not establish deductible expenses or contract adequacy; protect client records and seek qualified advice for uncertain tax treatment.

Square Invoices — Provides a simple invoice and payment workflow for consulting clients.

Quickbooks — Adds fuller bookkeeping and reporting when consulting income and expenses grow.

TidyCal — Books discovery calls and client sessions before Wave handles billing.

Consulting: Get Paid for What You Know — Wave supports invoicing, payment tracking, and simple records for consulting work.

Selling Digital Products — Digital product sellers also need clean income tracking and basic bookkeeping.