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Hiring a bookkeeper to manage Wave

jefforigjefforig Member Posts: 2

Hi,
I am thinking of hiring a bookkeeper to help manage our Wave Apps.

Are there precautions that I need to take to make sure that they can not access all the bank accounts and credit cards?

Thank you.

in Account Settings Technical Support

Comments

  • MikegMikeg Member Posts: 995 ✭✭✭

    jefforig,
    I do bookkeeping using Wave for my clients. You certainly want to be careful and be sure that any access you grant is read only. They should have their own login and set their own password. Typically for the many accounts I have access to, I am granted read only access to transactions and statements with an ability to see history.
    I saw your prior post and if you would like to discuss the services I can provide, I'd be happy to do that. I'm a CPA and can be reached at mike@mgfinancial.net.
    Mike G, CPA
    www.mgfinancial.net

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