Invoicing

hotspotType: Hover

pagePatterns:
Features Page
Feature Section

screenElements:
Button
Top Navigation Bar
Illustration
Divider
Logo
Card
Dropdown Menu

pagePatterns:
Features Page
Social Proof (Testimonial) Section
Landing Page
CTA Section
Features Page
Feature Section
Hero Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
lll wave Features v  Pricing Blog Resources v Sign up for free
Get paid faster
Reliable, timely payments means better cash flow.
Invoice on the go
Send invoices whenever and wherever you want with
Wave’s free app for iOS and Android.
Instant notification
Know when an invoice is viewed, becomes due, or gets
\ paid, so you can take the right actions to manage your

\\ K cash. flow. Set up invoice reminders tc? automatically

email your customers when payment is due.
0)) :

Accept payments online
Get paid in as fast as 1-2 business days’, enhance your
brand, and look more professional when you enable
payments. Customers can click a Pay Now button on
invoices and pay instantly by credit card, secure bank
payment (ACH/EFT), or Apple Pay. You can accept credit
cards and bank payments for as little as 1%2 per
transaction.
|Ollwave Features v  Pricing Blog Resources v
s | look at the dashboard and know how many invoices are
| e;, on the way, when they should be paid, and the average
| ¥ . .
b & time it takes someone to pay. It keeps me on track and
h takes a lot out of my hands.
Jasmine Fleming - Freelance Writer
Button up your business with
. . . Start now
professional invoices.
|'J’ wave Features v  Pricing Blog Resources v Sign up for free
L]
Manage your money like
Status Method Customer Amount
Net Income Success isa KennyBania  $1,128.34
G b O S S neome Success isa Rocco Grill $979.10
201 020
5249,000400 :55,000400 = v, NedieMano  $675.88
9 = J anistasia Doy $1,089.24
. . . . Expense
Create beautiful invoices, accept online payments, and e o ﬂ
6,000.00 8,500.00
make accounting easy—all in one place—with Wave’s suite Nt \\ p Cash Flow .. me o
2019 2020
of money tools. $18,000 $49,500 S @ /
A\
\N)
Email Address \y'
- -I. £
Password .
Create your free account
- O O O O O O ooy - @@
e Sign up with Google
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.
|lll wave Features v  Pricing Blog Resources v Sign up for free
e e e ...
o L3
Button up your business with
. . . Start now
professional invoices.
See all payments features
v Simple fee structure with low rates and no v/ Accept credit card payments over the phone,
hidden fees online, or in person
v All major cards accepted: Visa, Visa Debit, v/ Set up recurring billing with automatic payments
Mastercard, Mastercard Debit, and American for your repeat customers
Express v/ Bank-grade security for all online payments
v Compatible with Apple Pay v/ Automate bookkeeping: payments connect
v/ Get paid within 1-2 business days for credit card seamlessly with our free accounting solution
payments and 1-7 business days for bank
payments (ACH/EFT)’
|lll wave Features v  Pricing Blog Resources v Sign up for free
Stop chasing clients around
v Send professional invoices v Get paid fast via credit card v Let Wave send overdue reminders
Create invoices quickly Recurring billing for repeat Your bookkeeping is already
customers done
Every invoice paid means more revenue
coming into your small business. Create Get paid on time, every time. Set up All your invoicing and payment information
and send professional invoices to your recurring invoices and automatic credit automatically syncs with the free Wave
customers in seconds. card payments for your repeat customers Accounting software included with your
and stop chasing payments. Switch account.
between automatic and manual billing
whenever you want.
|lll wave Features v  Pricing Blog Resources v Sign up for free
Manage accounts receivable effortlessly
Powerful invoice management features.
Access all customer information in one place
You’ll always know who you need to communicate with
and about what, so you can leave a great impression e Jay's Auto
with customers.
Recent activity \
. ‘{
Mar 9  Reminder sent for o ‘
S Received
Track payments and communications invoice ws-0203 7 '
Mar 6 Invoice ws-0204 7 p— , .v,
From invoices to automated reminder emails, view your sent with Wave
history with each customer for a clear picture of what to Feb10 ‘Fi‘ev'c:'c":;rssggggor Opened
prioritize.
Get paid faster
Reliable, timely payments means better cash flow.
Invoice on the go
|'J’ wave Features v  Pricing Blog Resources v Sign up for free
Invoicing soft p”\
! O
that's easy and free 2 4
\ INDUSTRIES
Vandelay Industries
Wave’s invoicing software saves you time, gets you paid,
. q . o - Bill to: Lauren Childs
and makes managing customer information stress-free. ‘
ITEMS AMOUNT
- o - - $1'00000
BEZZ  Louren Childs  $1,090.00 View (v
‘ $1,000.00
Soles oot sgo-oo
Create your free account ‘ Or sign up with: G
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.
L3 o
Stop chasing clients around
v Send professional invoices v Get paid fast via credit card v Let Wave send overdue reminders
|'J’ wave Features A  Pricing Blog Resources v Sign up for free
Invoicing Mobile receipts
Look like a pro Ditch the shoebox
Manage your r
Payments Payroll Status Method  Customer Amount
Get paid faster Pay staff in minutes oo VsA  KennyBanio  $1128.34
G b O S S Success visa Rocco Grill $979.10
Accounting Advisors Buccme J". NedineMona  $675.88
Always be organized Access experts, any time 9 . S ki
Create beautiful invoices, accept o
make accounting easy—all in one place—with Wave’s suite ey ' p Cash Flow = mo o
et Income
2019 2020
of money tools. $18,000 $49,500 S @ /
A\
\N)
Email Address \y'
- -I. £
Password .
Create your free account
S
e Sign up with Google
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.


Adding a journal entry

appName: Wave

appCategory: Business

appTagline: Small business software

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

hotspotType: Keyboard Input

screenElements:
Editable Text
Text Field

pageType: Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
Description Account Debit Credit
Rent Transfer Rent Expense v 0.00 & 0.00
Write a Description Uncategorized Income $0.00
Total debits Total credits
$0.00 = $0.00
Difference: $0.00
Journal entry last modified September 18th, 2023
|o) wave JSMobbin v
© Create new
Transactions
po Launchpad
7 Dashboard All accounts $67.80 v 3 Auto-updates to your transactions All updates ~
=] Sales & Payments Scan receipts effortlessly, anywhere
) S . . . . Get started >
Automatic expense tracking with Wave's mobile app, web upload, and email forwarding.
7 Purchases
| Receipts (New Select all = Filter T, Sort Q search
T Accounting N Date Description Account Category Amount Actions
jian=acticn= Sep 18, 2023 Write a Description Journal entry
Reconciliation
Chart of Accounts Sep 18, 2023 Write a Description Cash on Hand Uncategorized Incom $0.00 [ @
Hire a Bookkeeper
Sep 18, 2023 Write a Description Cash on Hand Uncategorized Incom $20.00 @
£t Banking
Payroll Tral Sep 15, 2023 Conner - Payment fo... Cash on Hand Invoice #2 | Payment $46.80 @ @
ol Reports Aug 7, 2023 Buymeacoffee (Refun... USD account (247) Refund for Advertisin $1.00 @ @
22 Wave Advisors
Tax Filing
Transaction saved. X O
|o) wave JSMobbin v
© Create new
Transactions
po Launchpad
7 Dashboard All accounts $67.80 v 3 Auto-updates to your transactions All updates ~
=] Sales & Payments . Scan receipts effortlessly, anywhere R 9x
Automatic expense tracking with Wave's mobile app, web upload, and email forwarding. et starte
T2 Purchases
| Receipts (New Select all = Filter T, Sort Q search
¢ Accounting N Date Description Account Category Amount Actions
jlransactions Sep 18, 2023 Write a Description Cash on Hand Uncategorized Incom $0.00 [ @
Reconciliation
Chart of Accounts Sep 18, 2023 Write a Description Cash on Hand Uncategorized Incom $20.00 @
Hire a Bookkeeper
Sep 15, 2023 Conner - Payment fo... Cash on Hand Invoice #2 | Payment $46.80 @ @
£t Banking
Payroll Tral Aug 7, 2023 Buymeacoffee (Refun... USD account (247) Refund for Advertisin $1.00 @ @
ol Reports
22 Wave Advisors
Tax Filing
|Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
Description Account Debit Credit
Rent Transfer Uncategorized Expense v 0 > 0.00
Write a Description Uncategorized Income $0.00
Total debits Total credits
$0.00 = $0.00
Difference: $0.00
Journal entry last modified September 18th, 2023
|Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
COVID subsidy
Journal entry last modified September 18th, 2023
Vv’Mark as reviewed
|o) wave JSMobbin v
© Create new
Transactions
po Launchpad
Add journal transaction
All accounts 67.80 v Auto-updates to your transactions All updates ¥
2 Dashboard s ® P Y Connect your bank P
Upload a bank statement x
=] Sales & Payments . Scan receipts effortlessly, anywhere Get started >
Automatic expense tracking with Wave's mobile app, web upload, and email forwarding. et starte
T Purchases
| Receipts (New Select all = Filter T, Sort Q search
e : A ate escription ccount ategory mount ctions
¢ Accounting D Descripti A Categ A Acti
Transactions Sep 18, 2023 Write a Description Cash on Hand Uncategorized Incom $0.00 [ @
Reconciliation
Chart of Accounts Sep 18, 2023 Write a Description Cash on Hand Uncategorized Incom $20.00 @
Hire a Bookkeeper
Sep 15, 2023 Conner - Payment fo... Cash on Hand Invoice #2 | Payment $46.80 @ @
£t Banking
Payroll T Aug 7, 2023 Buymeacoffee (Refun... USD account (247) Refund for Advertisin, $1.00 @ @
ol Reports
22 Wave Advisors
Tax Filing
|Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
Description Account Debit Credit
Write a Description Uncategorized Expense v 0 > 0.00
Write a Description Uncategorized Income $0.00
Total debits Total credits
$0.00 = $0.00
Difference: $0.00
Journal entry last modified September 18th, 2023
|Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
Write a note here...
Journal entry last modified September 18th, 2023
V/Mark as reviewed
|Journal Entry X
Edit Notes
| /\ There was an error saving your transaction. Please try again.
Date Description
2023-09-18 B Write a Description
Description Account Debit Credit
Rent Transfer Rent Expense v 0.00 & 0.00
Write a Description Uncategorized Income $0.00
Total debits Total credits
$0.00 = $0.00
Difference: $0.00
Journal entry last modified September 18th, 2023
|Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
Description Account Debit Credit
Write a Description Uncategorized Expense $0.00
Write a Description Uncategorized Income $0.00
Total debits Total credits
$0.00 = $0.00
Difference: $0.00
Journal entry last modified September 18th, 2023
|Journal Entry X
Edit Notes
Date Description
2023-09-18 B Write a Description
Description Account Debit Credit
Rent Transfer Rent Expense $10.00
Rent Subsidy Rent Expense v 0.00 & 10.00
Total debits Total credits
$10.00 = $10.00
Difference: $0.00
Journal entry last modified September 18th, 2023
Vv'Mark as reviewed


Searching freelance hub

pageType: Marketing

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
.l wave Features v  Pricing Blog Resources v
Freelance Hub
Search the freelance hub Q
‘G Web Development Hub
@{ S Back end developer salary (and
+ + @x tactics to earn more) in 2023
. @
E = & -
@ @J Read —
/N n
Writing Hub
How to become a freelance writer:
- The complete guide to getting

Graphic Design Hub started

Web designer salary (and promotion information) SN

for 2023
|'J’ wave Features v  Pricing Blog Resources v
& Back to Freelance Hub
You searched for "guide”
a
| ) <3 ! ‘ (
e three types of freelance writ¢ o S () s Cf*'a
)" \/ 'é \:g‘ Y R |\x||.n.s|\|‘ s}{»ll A EIICA "‘,‘ . TS
NV Y ) ;
=
Hobbyist The Hustler The Business T Eeticgrthi a
| £K3 \ '
Writing Hub Overview Overview Graphic Design Hub
How to become a free- Complete freelancer Zero to Freelancer: A What is a web designer?
lance writer: The com- guide: How to earn more guide to finding freelance A comprehensive guide
plete guide to getting money freelancing jobs online for beginners
started
Read —> Read —> Read —> Read —>
|'I wave Features v  Pricing Blog Resources v
Freelance Hub
guide] Q
'@ Web Development Hub
@ Back end developer salary (and
+ (' . G tactics to earn more) in 2023
+ @ -
€  Gy=
Read —>
/N "y
Writing Hub
How to become a freelance writer:
- The complete guide to getting

Graphic Design Hub started

Web designer salary (and promotion information) ]

for 2023
|.l wave Features v  Pricing Blog Resources v
Freelance Hub
Q
‘G Web Development Hub
@! ] Back end developer salary (and
+ \ @« tactics to earn more) in 2023
. @
; -
@ @J Read —
/N i
Writing Hub
How to become a freelance writer:
- The complete guide to getting

Graphic Design Hub started

Web designer salary (and promotion information) SN

for 2023


Home

appName: Yahoo Finance

appCategory: Finance

appTagline: Discover, research & track

platform: android

hotspotType: Scroll Horizontally

screenElements:
Carousel
Search Bar
Card
Badge

screenPatterns: Home Pricing Charts

hotspotType: Scroll Vertically

screenPatterns:
Suggestions & Similar Items
News Feed

screenElements:
Carousel
Carousel
Search Bar
Card
Badge
Thumbnail

screenPatterns:
Home
Pricing
Charts
Suggestions & Similar Items
News Feed

screenKeywords:
12:00 V41
O\ Search Yahoo Finance @
Bitcoin ... CMCCry... FTSE 100 Nikkei 2...
26,211.05 563.56 7,525.99 32,954.88
Lists
wishlist1
v
14 symbols
Utilities
B3 Upcoming earnings reports @
RFIL, ADX, FEMFF, INM, MIND, BANX, MYTE, FUL...
L Price Alerts o
Create price alert
@ Link broker accounts
See all your accounts in one place
Related News
MSFT +1.29% META +1.13% TSLA +1.43% _
» v :
Elon Musk: 'Perhaps a department ¥
of Al' needed to keep artificial int...  GifTIES ;
2h agn VYahoo Finance f ‘;fJ
A (= Q @ 2
|12:00 V41
O\ Search Yahoo Finance @
S&P Fut... Dow Fut... Nasdaq ... Russell 2...
4,478.25 34,640.00 15,403.25 1,864.60
Lists eee
wishlist1
v
14 symbols
Utilities
B3 Upcoming earnings reports e
RFIL, ADX, FEMFF, INM, MIND, BANX, MYTE, FUL...
L Price Alerts o
Create price alert
@ Link broker accounts
See all your accounts in one place
Related News
MSFT +1.29% META +1.13% TSLA +1.43% _
¥ v
Elon Musk: 'Perhaps a department a:_‘;
of Al' needed to keep artificial int... 7RI
2h asn Yahoo Finance [ 2
A =) Q i) 2
|12:00 V41
O\ Search Yahoo Finance @
@ Link broker accounts
See all your accounts in one place
Related News
MSFT +1.29% META +1.13% TSLA +1.43%
7 L
Elon Musk: 'Perhaps a department ¥ :
of Al' needed to keep artificial int... &\ | S ko
3hago Yahoo Finance [ k ;‘IJ
Unbelievable and Funny Photos ) '
Taken At The Subway IS ‘\(‘ )
° | ?'“
Ad « Spicy Trends . L
AAPL -1.19%
Apple is inching you toward its
more expensive iPhones
4h ago Yahoo Finance
~DJI -0.20% TSLA +1.43% COMP -3.28%
Dow Jones Futures: Small Caps )
Make Bearish Move With Tesla, A... -
‘ 42
17mago Investor's Business Daily B
- __________________________________________________________________________________
A = Q ) 2
|12:00 V41
O\ Search Yahoo Finance
[ : hoo/
ahoo! LIVE
*® = Y finance
L
..
- ®
yohoo! ( ad ponuors,
GOOG +1.05% GOOGL +1.01%
Google vs. DOJ: Prosecutors take closer look at
search engine contracts
5hago Yahoo Finance Video
AMZN +2.56%
How Amazon Is Bringing Its Cloud e
. . Wl D A
Playbook To Shipping i e L
1]
5h ago Investor's Business Daily b
AAPL -1.19%
Apple Needs a New iPhone | r N
Strategy Before It’s Too Late ' . '
5h ago Barrons.com
NG=F +1.83% CL=F +0.36% BP +0.42%
-\
(= Q @ 2


About us

pagePatterns:
About Page
Team Section

screenElements:
Card
Grid List

pagePatterns:
About Page
Content Section

screenElements:
Divider
Stacked List

screenElements:
Card
Grid List
Button
Top Navigation Bar
Illustration
Divider
Logo
Divider
Stacked List
Accordion
Photo

pagePatterns:
About Page
Team Section
Landing Page
About Page
Content Section
About Page
About Page
Team Section
About Page

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
Q” wave Features v  Pricing Blog Resources v Sign up for free
About Us Life at Wave Careers
Leadership Team
Angie Dobbs Tina Goyal Alo Mukerji
VP, Fraud & Risk VP, Engineering VP, Product
Andrew Ratcliff l A Kerry Reynolds Maggie Lau
p VP, Financial Planning & \ ".Z VP, Marketing Senior Director, Finance
Analysis
ﬁ” : Joseph Pierri Reza Rahimi i Julianne Smola
4
Senior Director, Platform Senior Director, Financial Senior Director, Brand &
Engineering ( x ‘{ Capabilities & Payroll Communications
Dennis Woo Lawrence Levinson . Swap Mehta
\ 4 Senior Director, Financial Director, Wave Advisors Director, Risk & Strategic
‘. Services Ops 3 Projects
Takisha Williams
Director, Compliance
|0]’ Features Pricing Blog Resources Sign in Sign up for free
Wave through the years
2 01 O 4 In a shared workspace with a team of eight, co-founders Kirk
Simpson and James Lochrie launch Wave Accounting
2 01 1 4 Wave reaches 100,000 customers

4 Makes Deloitte’s 100 Companies to Watch list
4 Moves into the historic Wrigley Factory

201 2 4 Launches payroll and payments products in North America
+ Surpasses 500,000 customers

2 01 4 4 Launches free invoicing

2 01 8 4 Launches Wave Advisors

2 01 9 4 Grows to more than 250 employees
4 Makes Best Workplaces in six categories
4 Makes Deloitte North American Fast 500
|'J’ wave Features v  Pricing Blog Resources v Sign up for free
L]
Manage your money like
Status Method Customer Amount
Net Income Success isa KennyBania  $1,128.34
G b O S S neome Success isa Rocco Grill $979.10
201 020
5249,000400 :55,000400 = v, NedieMano  $675.88
9 = J anistasia Doy $1,089.24
. . . . Expense
Create beautiful invoices, accept online payments, and e o ﬂ
6,000.00 8,500.00
make accounting easy—all in one place—with Wave’s suite Nt \\ p Cash Flow .. me o
2019 2020
of money tools. $18,000 $49,500 S @ /
A\
\N)
Email Address \y'
- -I. £
Password .
Create your free account
- O O O O O O ooy - @@
e Sign up with Google
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.
|0]’ wave Features v  Pricing Blog Resources v
About Us Life at Wave Careers
[} o
What's happening at Wave
Wave wins big at 2020 Wave is a certified Great Wave makes 2019 List of
Canadian HR Awards Place to Work® four years Best Workplaces for Women
We are thrilled to announce three wins R Wave is honored to announce that for
at the 2020 Canadian HR Awards: Wavelisthonoreditolannouncelthatifor the second year in a row, it's been
the fourth year in a row, it's been named one of the 2019 Best Workplaces
named one of the 2020 Best ™ for Women by Great Places to Work®.
Workplaces ™ by Great Places to
Work®.
Read more — Read more — Read more —
|'J’ wave Features v  Pricing Blog Resources A Sign up for free
About Us
L]
Manage your money like
Customer Amount

Net Income How support works KennyBania  $1,128.34
G O S S Income RoccoGrili  $979.10

2019 2020

$24,000.00  $58,000.00 Become an affiliate NodineMana  $675.88

Anistasia Da  $1,089.24
. . . . Expense

Create beautiful invoices, accept online payments, and - s ﬂ

6,000.00 8,500.00
make accounting easy—all in one place—with Wave’s suite Nt \\ Cash Flow @« moue o1

2019 2020
of money tools. $18,000 $49,500 S @ /

A\
\N)
Email Address \y’
L
Password .
Create your free account

S
e Sign up with Google
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.
|| ife at e eel
Wave in the news

September 15, INFINITE CREATIVE PODCAST
2023

Helping Freelancers Get Paid Quickly (feat. David Axler) Ep:55 /- |
September 7, FORBES
2023

5 Tools To Maximize Your Personal Finance /- |
September 7, ADOBE BLOG
2023

Jump Start Your Creative Business /- |
|o)
We believe small businesses are
the heart of our communities.
Our mission is to create a future where current and aspiring
small business owners feel empowered to manage their
finances fearlessly, so more of them can start, survive, and
thrive as self-employed pros. To make that happen, we will
be the simplest, all-in-one financial management solution
small business owners can't live without.
o
|0]’ wave Features v  Pricing Blog Resources v Sign up for free
About Us Life at Wave Careers

Executive Team

Zahir Khoj © Tam Kh ®
Chief Executive Officer Chief Financial Officer
Zahir is our Chief Executive Officer. He comes to

Wave with decades of executive experience, most A T\

recently as General Manager for Afterpay North L: i

America, and previously as Executive Vice ¢ {:‘.3‘

President at Mastercard. He joined Mastercard in o

2012 as Chief Executive Officer for Mobile »

Payment Solutions (MPS) where he was

responsible for deploying mobile solutions in

Brazil, Argentina, Egypt, Indonesia, Philippines,

India and Turkey.

Zahir has always had a passion for small business and enabling financial

access for all. This led him to a four-year stint as President and CEO of

M-Paisa Afghanistan, bringing banking and financial education to

underserved communities.

Speaking of passion, Zahir’'s mad love for Canada’s own Vancouver

Canucks follows him everywhere (including into his pocket—check out

his phone case if you get the chance!). These days he calls California

home, and lives there with his wife and two daughters.
|Ollwave Features v  Pricing Blog Resources v
About Us Life at Wave Careers

Executive Team

Zahir Khoja ® Tam Khuu ®
Chief Executive Officer Chief Financial Officer

Geoff Vona ® David Axler ®
Chief Product & Technology Officer Chief Strategy Officer

Victoria MacDonald @

Chief People Officer
|Q” wave Features v  Pricing Blog Resources v
About Us Life at Wave Careers
W/ i % - The values that guide us:
A e e il
A —m e S
e . - |
| e N =b -l ‘ 1 Believe in small business owners
7=H: SEeh Ty .'@ Wilg b d 2 | 5ot ¢ Il 4
g e S Y, N
R4 s Y] s Ty WY i i i
2‘@@@,@ ” 1.,4%"? \} L, & 2 Reimagine the possible, together
% | o o ))7 ; 3 Do fewer things, simply and beautifully
e > e 1 i ‘V 4 Care deeply and challenge directly
g £ . 5

o =0 ‘__.. 4 g, ( 5 Achieve extraordinary results

R e S

N ‘ £


Creating a new watchlist

hotspotType: Tap

screenElements: Chip Carousel

screenElements:
Search Bar
Button

screenPatterns:
Add & Create
Save

screenElements:
Accordion
Chip
Carousel
Search Bar
Button
Toast

screenPatterns:
Add & Create
Add & Create
Save
Add & Create

screenKeywords:
12:00 V41
O\ Search Yahoo Finance @
S&P Fut... Dow Fut... Nasdaq ... Russell 2...
4,478.25 34,640.00 15,402.00 1,864.50
Lists eee
wishlist1
A\
14 symbols
VIEW DETAILS ADD SYMBOL
WMT 164.56
Walmart Inc. m +0.02%
Post: +0.17%
XOM 116.44
Exxon Mobil Corpor... \’V\\’\/"’"\/‘ -0.89%
Post: -0.03%
GOOG 137.50
Alphabet Inc. N[a[_j_f:r{f LA
Post: +0.10%
JNJ 163.99
Johnson & Johnson M +0.25%
Post: +0.56%
BAC 28.88
A B Q 7 2
|12:00 P41
O\ Search Yahoo Finance
S&P Fut... Dow Fut... Nasdaq ... Russell 2...
4,475.50 34,620.00 15,390.75 1,863.10
Create your first list
Follow stock symbols to get relevant news, market
alerts and more.
AAPL -1.19% 7 MSFT +1.29% Y GE
PFE -0.20% Y7 BAC -0.31% %Y JNJ
SHOW MORE SYMBOLS
A B Q & 2
|12:00 V4l
< Create List ®
List Name
AMZN Amazoncom.. 144.85 *
DIS The walt Disney C... 83.48 *
PFE pfizer Inc. 34.08 *
BAC Bank of America ... 28.88 *
JNJ Johnson & Johns... 163.99 *
GOOG Alphabet Inc.  137.50 *
XOM Exxon Mobil Co... 116.44 *
WMT Walmartinc.  164.56 *
@ symbols selected. Q
|12:00 P41
< Create List ®
List Name
Add Suggested Symbols
Search for symbols using the plus icon or take inspiration from
others by selecting from the most popular symbols on Yahoo
Finance listed below.
AAPL Apple Inc. 174.21 *
MSFT Microsoft Cor.. 336.06 *
GE General ElectricC... 113.60 *
CSCO cisco Systems, I... 56.28 *
INTC intel Corporation  38.71 *
T AT&T Inc. 14.62 *
o symbols selected. 0
|12:00 P41
< Create List ®
List Name
wishlist1
AMZN Amazoncom.. 144.85 *
DIS The walt Disney C... 83.48 *
PFE pfizer Inc. 34.08 *
BAC Bank of America ... 28.88 *
JNJ Johnson & Johns... 163.99 *
GOOG Alphabet Inc.  137.50 *
XOM Exxon Mobil Co... 116.44 *
WMT Walmartinc.  164.56 *
@ symbols selected. °
|12:00 P41
< Create List ®
List Name
Add Suggested Symbols
Search for symbols using the plus icon or take inspiration from
others by selecting from the most popular symbols on Yahoo
Finance listed below.
AAPL Apple Inc. 174.21 Sﬁf
MSFT Microsoft Cor.. 336.06 Sﬁ(
GE General ElectricC.. 113.60 Sﬁf
CSCO cisco Systems, I... 56.28 Sﬁ(
INTC intel Corporation  38.71 Sﬁf
T AT&T Inc. 14.62 NX¢
AMZN Amazon.com.. 144.85 Sﬁ(
|12:00 V41
< Create List ®
List Name
AMZN Amazon.com.. 144.85 *
DIS The walt Disney C.. 83.48 *
PFE pfizer Inc. 34.08 *
BAC Bank of America.. 28.88 *
JNJ Johnson & Johns... 163.99 *
GOOG Alphabet Inc.  137.50 *
XOM Exxon Mobil Co... 116.44 *
V4
WMT walmart Inc. 164.56 +0.02%
List name cannot be empty
|12:00 P41l

O\ Search Yahoo Finance @
AMZN 144.85
Amazon.com, Inc. W +2.56%
Post: +0.56%
T 14.62
ATAT Inc. YT +1.11%
Post: 0.00%
INTC 38.71
Intel Corporation W -0.39%
Post: +0.18%
csco 56.28
Cisco Systems, Inc. W -0.20%
Post: +0.39%
GE 113.60
General Electric Co... \}:\-:\t{; -1.22%
Post: +0.16%
MSFT 336.06
Microsoft Corporati... /\/_/\//\'\v' +1.29%
Post: +0.13%
AAPL 174.21
Apple Inc. W,\ -1.19%
Post: -0.07%
EDIT LIST
o = Q i) 2


Changing password

screenPatterns:
Edit
Settings & Preferences

pageType: Application Application Application Application

screenKeywords:
.I, wave JSMobbin v
© Create new
Profile .
& Launchpad Security & Password
Personal Information
¢ Dashboard . (@ Your password has been successfully changed.
Emails
=1 Sales & Payments P d
asswor Change Password
Notifications
= Purchases Current password*
Businesses
[Z] Receipts New
I* Accounting New password*
T Banking
Payroll ‘Trial Confirm new password *
o1l Reports
2. Wave Advisors
| forgot my password
Tax Filing
Accept credit cards &
bank payments
Set up now > O
|o) wave JSMobbin v
© Create new
Profile .
& Launchpad Security & Password
Personal Information
2 Dashboard Change Password
Emails
Current password*
=1 Sales & Payments Prranerd]
0 Purchases Notifications
Businesses New password *
“I° Accounting
Confirm new password *
Payroll Trial This is a very strong password!
ol Reports Change password I forgot my password
22 Wave Advisors
Tax Filing
Accept credit cards &
bank payments
Set up now > O
|o)/ wave JSMobbin v
© Create new
Profile .
& Launchpad Security & Password
Personal Information
¢ Dashboard Change Password
Emails
Current password*
=1 Sales & Payments Prranerd]
TJ Purchases Notifications
Businesses New password *
[Z] Receipts New
“I° Accounting
Confirm new password *
T Banking
Payroll  Trial
ol Reports | forgot my password
22 Wave Advisors
Tax Filing
Accept credit cards &
bank payments
Set up now > O
|o) wave JSMobbin v
© Create new
Profile .
& Launchpad Security & Password
Personal Information
2 Dashboard Change Password
Emails
Current password*
=1 Sales & Payments Prranerd]
0 Purchases Notifications
Businesses New password *
“I° Accounting
Confirm new password *
Payroll Trial This is a very strong password!
o1l Reports
22 Wave Advisors
Tax Filing
Accept credit cards &
bank payments
Set up now > O


Editing watchlist

screenPatterns:
Bookmarks & Collections
Pricing
Charts

screenElements:
Stacked List
Divider
Checkbox

screenElements:
Stacked List
Floating Action Button
Segmented Control
Stacked List
Divider
Checkbox

screenPatterns:
Bookmarks & Collections
Pricing
Charts
Edit

screenKeywords:
12:00 V4l
< wishlistl ®
:7: V) [ DETAILS
WMT 164.56
Walmart Inc. m +0.02%

Post: +0.17%
XOM 116.44
Exxon Mobil Corporation \,V\V"’"\/‘ -0.89%
Post: -0.03%
GOOG 137.50
Alphabet Inc. 7{[«-\-{-/-2? +1.05%
Post: +0.10%
JNJ 163.99
Johnson & Johnson M +0.25%
Post: +0.56%
BAC 28.88
Bank of America Corporat... \N“(;_\_/R"/_ -0.31%
Post: +0.03%
PFE 34.08
Pfizer Inc. Yh}____\_’; -0.20%
Post: +0.03%
DIS
The Walt Disney Company \[\]‘/'\{:\;\'\'/'
Post: +0°14%
A B Q 7 2
|12:00 P4l
< EditList SAVE
List Name
wishlist1
CURRENCY: USD SORT BY: CUSTOM 1t
D WMT —
Walmart Inc. -
0O XOM .
Exxon Mobil Corporation -
0O GOOG .
Alphabet Inc. -
0 JNJ .
Johnson & Johnson -
BAC .
Bank of America Corporation -
0 PFE .
Pfizer Inc. -
0 DIS .
The Walt Disney Company -
0 AMZN .
Amazon.com, Inc. -
T
n - &
m 1svmeoL
|12:00 P4l
< EditList SAVE
List Name

wishlist1
CURRENCY: USD SORT BY: CUSTOM 1t
0 WMT _
Walmart Inc. -
0 XOM _
Exxon Mobil Corporation -
0 GOOG _
Alphabet Inc. -
0 JNJ _
Johnson & Johnson -
0 BAC _
Bank of America Corporation -
0 PFE _
Pfizer Inc. -
0 DIS _
The Walt Disney Company -
0 AMZN _
Amazon.com, Inc. -

m
|12:00 V41
< EditList SAVE
List Name

wishlist1
CURRENCY: USD SORT BY: CUSTOM ™
D WMT —
Walmart Inc. -
D XOM —
Exxon Mobil Corporation -
0O GOOG .
Alphabet Inc. -
D JNJ —
Johnson & Johnson -
0 PFE .
Pfizer Inc. -
0 DIS .
The Walt Disney Company -
0 AMZN .
Amazon.com, Inc. -
m =
AT&T Inc. -

INTC

m


Payroll

screenElements:
Accordion
Dropdown Menu

pagePatterns:
Features Page
Feature Section
Hero Section
Features Page
Feature Section
Pricing Section

screenKeywords:
]’ Features P g Blog esource ign in
Accounting software that works as hard as you do
v Simple, reliable, and secure v Easily manage cash flow v Be ready for tax time
v Get started in seconds Dashboard
After creating your account, everything is set up so
you can get started. Access it anywhere, any time. e invoices & b o comin 1 o 9 ot of s b Viewraport
Your data is always available, and backed up for ex- ouv‘"’m]ms o tor Outon O et crrge Last 12 months  Last 24 month
tra peace of mind. Anne Warren, $20000
> Unlimited bank and credit card connections Y
= %jj;@n ‘T“f
> Keep track of your business health 1] ¢4 B B oy
| i1
- m i 11 T T
1
N ] () - -
| I N/~ _—_—
@ “‘ 1‘; | \““s“h:“‘w‘l Coming Due 0 Coming Due 2
| 1 /vl
| | | /| \/] 30 days d 2250 130 r ).
14 {1/ N o soy s 00 500 o
‘i IHN M — e —__ e —
- ({1 |
S A7 | -
N
|'l’ wave Features v  Pricing Blog Resources v
Payroll software that —m
1 15 1 15 Everything looks good!
2022 2022 2022 202 This payroll is ready for
p O yS Off e it approval.
Y
Small business payroll that makes paying employees,
contractors, and yourself, easy!
Start your free 30-day trial
Easy payroll software for small business
v Run payroll in minutes v No hidden fees v 100% guaranteed accuracy
Pay employees and Automatic payroll journal
contractors entries
P— ‘& ;‘ Pay independent contractors and Our payroll software is seamlessly
|Q”wave Features v  Pricing Blog Resources v
Make managing payroll
effortless
Automated, accurate payroll helps you stay compliant, \\
save time, and be stress-free.
=
‘\ | love hitting that approved payroll button every month. |
:! get paid from it, so it's great—but it also just feels really
; ’% g fun!
| Robbie Katherine Anthony - Euphoria LGBT Inc.
|Easy payroll software for small business
v Run payroll in minutes v No hidden fees v 100% guaranteed accuracy
Pay employees and Automatic payroll journal
contractors entries
o
T 04 Pay independent contractors and Our payroll software is seamlessly
=
’ 7;‘:‘\\ employees, and generate W2 and 1099 connected with the rest of your Wave
/////!‘ ‘\\ forms for tax season. account to reduce the time you spend on
17 ' Y manual bookkeeping.
i (( A\ ‘ ping
I i / N
N7 / f— a0
\ Q@);V/Z 0—A0P | Tax payments and filings
\\}..l % . Self-service pay stubs and
\:-J Wave’s complete payroll tax service can
= ‘ - : : tax forms
automatically pay and file your state and
p k. federal payroll taxes for businesses in AZ, Employees can securely log in to access
CA, FL, GA, IL, IN, MN, NY, NC, TN, TX, VA, their pay stubs and W2s, and manage
‘ ’ WA, and WI. (Coming soon to more their contact and banking information.
states.)
Direct Deposit  Active Direct d . Protect your team with
Irect deposi
T S R AT P workers' comp
vvave pays empiloyees automaticaily ) i i
when you approve this payroll. Deposit payments quickly, reliably, and Only pay for what you use and simplify
directly into your employees’ bank . . .
I annual audits with workers' comp built
accounts. Less work for you, and your .
i i for small business owners.
team will love it.
O
|[) Wave Features v  Pricing Blog Resources v
L]
Track your income and Cash Flow
. . , $1,592.33 Cash coming in and going out of your business.
. , $1,096.63 B8 inflow [ Outflow <O~ Net change
expenses, painlessly o e
$10,000
Tax season doesn't have to suck. Track your income and Q ﬂ i
expenses, easily and for free, with Wave’s accounting ==
software. @ o
% $5,000
$10,000
Get started in minutes
-$15,000
Accounting software that works as hard as you do
v Simple, reliable, and secure v Easily manage cash flow v Be ready for tax time
-« q
Get started in seconds Dashboard
After creating your account, everything is set up so
A : Overdue invoices & bills Cash flow
you can get started. Access it anywhere, any time. Cash coming in and going out of your business.
Your data is always available, and backed up for ex- Orertee ke o000 o Wouton O hercrons Last 28 months
tra peace of mind. . 520000 g l
e Yy N -
|'J’ wave Features A  Pricing Blog Resources v Sign up for free
Invoicing Mobile receipts
Look like a pro Ditch the shoebox
Manage your r
Payments Payroll Status Method  Customer Amount
Get paid faster Pay staff in minutes oo VsA  KennyBanio  $1128.34
G b O S S Success visa Rocco Grill $979.10
Accounting Advisors Buccme J". NedineMona  $675.88
Always be organized Access experts, any time 9 . S ki
Create beautiful invoices, accept o
make accounting easy—all in one place—with Wave’s suite ey ' p Cash Flow = mo o
et Income
2019 2020
of money tools. $18,000 $49,500 S @ /
A\
\N)
Email Address \y'
- -I. £
Password .
Create your free account
S
e Sign up with Google
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.
|0]’ wave Features v  Pricing Blog Resources v Sign up for free
Try payroll software free for 30 days. Start now
See all small business payroll features

v Run your payroll with ease and accuracy. v/ Save time with automatic tax filings and payments

v Make payments, record accounting entries, and file tax available in Tax Service States.
documents for your independent contractors. v/ Track leave time and accruals required to process

v Pay employees with one simple click every payday. payroll.

« See a breakdown of your payroll expenses by employee, v Payroll automatically integrates with Wave Accounting,
expense type, and more Invoicing, and Payments to keep your records up to date.

« Employees get online access to pay stubs and tax forms, v/ Get a priority connection to our customer support team
and can update their banking and contact details. viallivelchatiMonday Rrid 2y

v We consistently update our features to incorporate v CorTnect with our support team via email for prompt
government relief programs and changes. IR,

« Generate W2 and 1099 forms without the hassle. v Hire a Wave Advisor and get help completing and filing

your business or personal income taxes.
|lll wave Features v  Pricing Blog Resources v Sign up for free
Payroll pricing
No set-up fees or hidden charges.
Canada Monthly fee Details
Tax service states $40 USD monthly base fee Wave handles your payroll
. taxes

Arizona, California, Florida, Georgia, + $6 USD per active employee

Illinois, Indiana, Minnesota, New + $6 USD per independent These 14 states include tax services

York, North Carolina, Tennessee, contractor paid with the option to automatically

Texas, Virginia, Washington and transfer tax payments and file the

Wisconsin paperwork with your state tax office
and the IRS (this excludes 1099
Filings).

Self service states $20 USD monthly base fee Wave makes filing your own

) payroll taxes easy
All other 36 states + $6 USD per active employee
+ $6 USD per independent The remaining 36 states are self-
contractor paid serve, which means you’ll have to

pay and file the paperwork yourself.
Wave makes it easy by showing you
what information and how much
money you’ll need per payroll.
*Wave charges sales tax as required, including


Watchlist detail

screenElements:
Stacked List
Floating Action Button
Segmented Control
Table
Carousel
Search Bar
Card
Badge
Segmented Control

screenPatterns:
Bookmarks & Collections
Pricing
Charts
Empty State
Home
Pricing
Charts

screenKeywords:
12:00 V4l
< wishlistl ®
:7: V) [ DETAILS
WMT 164.56
Walmart Inc. m +0.02%

Post: +0.17%
XOM 116.44
Exxon Mobil Corporation \,V\V"’"\/‘ -0.89%
Post: -0.03%
GOOG 137.50
Alphabet Inc. 7{[«-\-{-/-2? +1.05%
Post: +0.10%
JNJ 163.99
Johnson & Johnson M +0.25%
Post: +0.56%
BAC 28.88
Bank of America Corporat... \N“(;_\_/R"/_ -0.31%
Post: +0.03%
PFE 34.08
Pfizer Inc. Yh}____\_’; -0.20%
Post: +0.03%
DIS
The Walt Disney Company \[\]‘/'\{:\;\'\'/'
Post: +0°14%
A B Q 7 2
|12:00 P4l
< wishlistl ®
Symbol Price Shares | Avg Cost/Sh:
I WMT $164.56 Add
I XOM $116.44 Add
I GOOG $137.50 Add
I INJ $163.99 Add
I BAC $28.88 Add
I PFE $34.08 Add
I DIS $83.48 Add
I AMZN $144.85 Add
I T $14.62 Add
I INTC $38.71 Add
I csco $56.28 Add @
|
A = Q @ &
|12:00 V41
O\ Search Yahoo Finance @
S&P Fut... Dow Fut... Nasdaq ... Russell 2...
4,478.25 34,640.00 15,403.25 1,864.60
Lists eee
wishlist1
v
14 symbols
Utilities
B3 Upcoming earnings reports e
RFIL, ADX, FEMFF, INM, MIND, BANX, MYTE, FUL...
L Price Alerts o
Create price alert
@ Link broker accounts
See all your accounts in one place
Related News
MSFT +1.29% META +1.13% TSLA +1.43% _
¥ v
Elon Musk: 'Perhaps a department a:_‘;
of Al' needed to keep artificial int... 7RI
2h asn Yahoo Finance [ 2
A =) Q i) 2
|12:00 V4l
< wishlistl ®
msigntso  ~erorrs SN
Investment ideas for this portfolio

.- Apple Inc.
e Apple Inc. - AAPL has a BULLISH
trend
Outlook: Long term Increased
Argus Research Sep 13,2023
.. Cisco Systems, Inc.
o Cisco Systems, Inc. - CSCO has a
BULLISH trend
Outlook: Long term Increased
Argus Research Aug 18,2023
MORE INVESTMENT IDEAS
MSFT +1.29% META +1.13% TSLA +1.43% ‘
> v, i
Elon Musk: 'Perhaps a department ¥
of Al' needed to keep artificial int...  EifTIES :
3hago Yahoo Finance [ :QJ
Tina Turner's Bank Balance Left
Family In Tears EEy
A O Q 7 2
|12:00 V4l
< wishlistl ®
Insights @ REPORTS IDEAS
Research reports for this portfolio

Analyst Report: Apple Inc.
Rating Maintained Target Price Maintained
Morningstar Sep 13,2023
Analyst Report: The Walt Disney
Company
Rating Maintained Target Price Maintained
Morningstar Sep 13,2023
MORE RESEARCH REPORTS
MSFT +1.29% META +1.13% TSLA +1.43%
¥ L
Elon Musk: 'Perhaps a department ¥ ' :
of Al' needed to keep artificial int... A TI ;;?
i /-';:/
3hago Yahoo Finance k =4
Tina Turner's Bank Balance Left ARMAN
. ly in Beij S - ;
Family In Tears g :
Ad « Spicy Trends E
A O Q 7 2
|12:00 V4l
¢ wishlistl ®
6h ago Barrons.com U]
NG=F +1.87% CL=F +0.35% BP +0.42%

Questions Of Conduct: BP CEO X W
Bernard Looney Resigns. Oil Stoc... e Lﬁg
6h ago Investor's Business Daily .
Tina Turner's Bank Balance Left ARMAN
A Jivin B SR - )
Family In Tears g '
Ad « Spicy Trends E
OXY -0.17% AMZN +2.56%
Occidental Petroleum subsidiary 2 Jg"
inks carbon capture deal with A... }-l{ ';’-’", q‘
L
6h ago American City Business Journals
DIS -0.24% )
Marvel VFX Artists Vote to ..i :
Unionize as Hollywood Remains ... S0y
>
6h ago The Wall Street Journal 3
GOOGL +1.01%
Alphabet lays off hundreds from Badb
global recruitment team l Google
A Q i) 2


QR scanner

screenElements:
Logo
Banner
Full-Screen Overlay

screenKeywords:
12:00 o4l
< Manage Accounts EDIT
Julian Smith
Q julian.mobbin ‘
Account Info
<4+  Add Account
E’E QR scanner
o e—
|X
yahoo/
M )
- _J


Notification settings

screenElements:
Stacked List
Divider
Icon

screenKeywords:
12:00 P41
< Push Notifications
Notification Sounds
Choose the sound you'll hear when you receive a Finance push
notification.
Market Data Alerts
High/Low Prices ‘
All-time and 52-week high and low prices for companies
you follow
Price Alerts .
Significant price changes for stocks you follow. This
setting will not affect your custom price alerts
CUSTOM PRICE ALERTS
Earning Results ‘
Earnings results for companies you follow
News & Events
Upcoming Week's Earnings .
Delivered every Sunday
Morning Brief .
Daily digest of what's happening in the markets
Company News .
A ® Q @& =
|12:00 P41
Company News .
News about companies you follow
Market News
ﬁ
We will send you breaking and general market news
Portfolio & Subscriptions
Daily Summary .
Daily portfolio performance and top movers
Weekly Summary .
Weekly portfolio performance and top movers
Other Important Alerts
Product Announcements ‘
Stay on top of new features as they are released
Upcoming Events .
Never miss any of our events like webinars or All Markets
Summit
Promotions .
Receive notifications about Yahoo Finance offers
Market Updates ‘
Receive information on trending tickers, S&P 500
performance, popular watchlists

A ® Q @& =
|12:00 P41
& Settings
) Notifications
|ﬁ] Security
Autoplay videos
I:n Always
@ Audio with screen off
On Wifi
A Audio chart
T on
O Dark Mode
System Default
F.‘:I Regions and currencies
(O Feedback
@ Help
@ Terms and Privacy
A ® Q & -


Advisors

screenElements:
Card
Dropdown Menu

pagePatterns:
Features Page
Social Proof (Testimonial) Section

pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
'l’ wave Features v  Pricing Blog Resources v
Personalized help with Transactions
Wave Advisors
Date Description Category
Get VIP treatment from our in-house accounting and May 23, 2022 —— Office Supplies
payroll coaches and bookkeepers.
May 20, 2022 Home Department Business Supplies
Book a call today Everything looks good!
This payroll is ready for ~ '0,2022 Lowes Business Supplies
approval. e M
9, 2022 Lumber Yard Bark _B o ok
)
: o —~ %
Have a trusted advisor by your side
Bookkeeping support Accounting & payroll coaching
We'll run the numbers. You run your With this personalized session, you'll
business. get...
|Q’l wave Features v  Pricing Blog Resources v
Schedule a 1:1 consultation today. -

e Melodie Martinia Christopher Mayer

3: % 3 Landing Spot Counseling Woodlock House Family Capital
Dawn is always - Very easy so far. | like

and kind, even when not that | don't have to do it

feeling 100%. She myself and worry about
always has everything in whether everything
order and is ready for balances, etc.
any questions i may
have.
|lll wave Features v  Pricing Blog Resources v Sign up for free
Have a trusted advisor by your side
Bookkeeping support Accounting & payroll coaching
We'll run the numbers. You run your With this personalized session, you'll
business. get...
v/ Transaction categorization v 2 hours of live coaching
v/ Account reconciliation v Unlimited 30-day email access to your
v/ Collaboration with your accountant Coech
v Monthly review calls v/ The confidence to manage your own
books
Tax Coaching
Relax, we’ll take care of your taxes.
v Specialized for small business income tax
issues and planning
|'J’ wave Features A  Pricing Blog Resources v Sign up for free
Invoicing Mobile receipts
Look like a pro Ditch the shoebox
Manage your r
Payments Payroll Status Method  Customer Amount
Get paid faster Pay staff in minutes oo VsA  KennyBanio  $1128.34
G b O S S Success visa Rocco Grill $979.10
Accounting Advisors Buccme J". NedineMona  $675.88
Always be organized Access experts, any time 9 . S ki
Create beautiful invoices, accept o
make accounting easy—all in one place—with Wave’s suite ey ' p Cash Flow = mo o
et Income
2019 2020
of money tools. $18,000 $49,500 S @ /
A\
\N)
Email Address \y'
- -I. £
Password .
Create your free account
S
e Sign up with Google
By signing up, you are indicating that you have read and agree to the
Terms of Use and Privacy Policy.
|Oll wave Features v  Pricing Blog Resources v
Bookkeeping support Accounting & payroll
coaching
USD and up per month* USD one time fee
(other packages available)
Book a call Book a call
*For prepaid annual plans. No commitment necessary. Month-to-month plans also available.
d all
Frequently Fxpanda
Asked What is a Wave Advisor? ®
Questions
What is the difference between Bookkeeping and Accounting ®
Coaching?
What are the monthly fees for Bookkeeping with an Advisor? ®


Creating a template

actions:
Adding & Creating
Uploading & Downloading

screenPatterns:
Add & Create
Upload & Download

screenPatterns:
Upload & Download
Loading

screenElements:
Color Picker
Progress Indicator
Card
File Upload
Dialog

screenPatterns:
Upload & Download
Loading
Acknowledgement & Success
Add & Create
Upload & Download

pageType: Application Application Application Application Application Application Application Application Application Application

screenKeywords:
o) wave JSMobbin N
© Create new
Amount Due
Add a logo Remove Logo TEMPLATE $2,632.75
Robinson Wedding ’ *
7 Launchpad
BILLTO
@ Dashboard Sarah and Daniel Robinson Invoice Number: 72
Sarah Robinson
'sarahanddaniel @gmail.com P.0./S.0. Number: KJS29094
514-423-1235 Invoice Date: 2015-08-22
E Sales & PaYMEHtS 823 Main Street, Unit B Payment Due: Upon receipt
Toronto, Ontario
Canada, N2J 9K2
b Purchases PHOTO SERVICES QUANTITY RATE AMOUNT
o Location scouting 1 $200.00 $200.00
Research and travel to scout photo location
. Phi hy d editil $150.( $1,800.
[ Receipts New i phots session and photo eding ° reoer e
Print album 1 $350.00 $350.00
12" x 17" print album
“I° Accounting
Subtotal: $2,350.00
HST 13% (3092834). $282.75
£ Bankin Choose an accent color
an g Total: $2,632.75
Amount due (USD): $2,632.75
Payroll Tl ¢ =
. We had a great time photographing your wedding! The weather held up and the outdoor shots were superb. We
appreciate your business, and wish you a wonderful life together.
unl] Reports #A32323 Hex .
22 Wave Advisors
M 538 s s, Ot 601 o aa1n.8303
Tax Fllln g Toronto, Ontario, N3K 3KO www.purpledaisyphoto.com
@ Choose a template
This is a sample preview
() Contemporary @ Modern () Classic
' Yol (- {-F- M (=1 -7}
Accept credit cards & You can skip this and make
bank payments changes later in settings
Set up now > O
|o) wave JSMobbin v
© Create new
' h fect t lat
Let's create the perfect template
Launchpad S . .
? P First impressions make all the difference. .. .
Your finished masterpiece
¢ Dashboard
B Sales & Payments TEMPLATE
Add a logo Remove Logo Fobinson Weddng
Purple Daisy Photography
235 Carlaw Avenue, Unit 601
P Purchases J Tor:mauv‘vor\?ar\u: N3K‘3KO
514-412-8492
www.purpledaisyphoto.com
[Z] Receipts New
BiLTO
Sarah and Daniel Robinson Invoice Number: 72
“I° Accounting et gt com PO/S.0. Number: KJS29094
514-423-1235 nvoice Date: September 31, 2015
823 Main Street, Unit B Payment Due:  October 25, 2015
T , O
ﬁ Banking c‘::;‘;[la N;‘.IEVQI;Z Amount Due (USD): $2,632.75
Photo Services [*UELIY L0 Amount
PayroII Trial Location scouting 1 $200.00 $200.00
Photography and editing 10 $150.00 $1,800.00
21l Reports Fldoy phao session an photo eiing
Print album 1 $350.00 $350.00
Choose an accent color
22 Wave Advisors
Subtotal: $2,350.00
Tax Flllhg . Total: $2,632.75
#A32323 Hex . Amount Due (USD): $2,632.75
Notes
We had a great time photographing your wedding! The weather held up and the outdoor shots were superb. We
appreciate your business, and wish you a wonderful life together.
@ Choose a template
Accept credit cards &
bank payments . This is a sample preview
pay © Contemporary Modern Classic
Set up now >
Yol (- {-F- M (=1 -7}
|o) wave JSMobbin v
© Create new
Let's create the perfect template
Launchpad S . .
? P First impressions make all the difference. .. .
Your finished masterpiece
¢ Dashboard
B Sales & Payments TEMPLATE
Add a logo Fobinson Weddng
Purple Daisy Photography
235 Carlaw Avenue, Unit 60
= Purchases
514-412-8492
www.purpledaisyphoto.com
[Z] Receipts New 1\
BILTO
Sarah and Daniel Robinson Invoice Number: 72
?I° Accounting o et gt com P.OJS.O. Number: KJS20004
514-423-1235 nvoice Date: September 31, 2015
Uploading IogQ.. 823 Main Street, Unit B Payment Due:  October 25, 2015
T , O
ﬁ Banking Coa':;‘;“a N';fgiz Amount Due (USD): $2,632.75
Photo Services [*UELIEY L0 Amount
PayroII Trial Location scouting 1 $200.00 $200.00
Photography and editing 10 $150.00 $1,800.00
IJU[] Reports Full-c 0 session and photo editing
Print album 1 $350.00 $350.00
2 17 print albur
. @ Choose an accent color
~+ Wave Advisors
Subtotal: $2,350.00
¢ B = S
Tax Flllng Total: $2,632.75
. #444444 Hex . Amount Due (USD): $2,632.75
Notes
We had a great time photographing your wedding! The weather held up and the outdoor shots were superb. We
appreciate your business, and wish you a wonderful life together.
@ Choose a template
Accept credit cards &
bank payments . This is a sample preview
© Contemporary Modern Classic
Set up now >
Yol (- {-F- M (=1 -7}
|You' loaded logo!
ou've uploaded your logo.
Would you like to change the accent
color to match your new logo?
B koo iy
e
.
www.purpledaisyphoto.com
F— e
- (R ——
e, om0 s
— PO —
Photography and editing 10 $150.00 $1,800.00
ot © sem s
s w50
syt
—
RS
ot
Nerad o s ot o vzl Tvseor ok o o e o
S T
Update accent color Keep current accent color
|o) wave JSMobbin v
© Create new
£ Launchpad Professional invoicing
7 Dashboard It's more than just a way to say "pay me"
£ Sales & Payments The care and detail you put into invoicing can do wonders for your brand and future business.
Take these quick actions to show customers the best you have to offer.
T Purchases
[Z] Receipts New
“I° Accounting . & - ‘
7 Banking Create Add Accept Create
invoices customers payments estimates

Payroll  Trial
0l Reports Choose a different starting point
22 Wave Advisors
Tax Filing

Accept credit cards &

bank payments

Set up now > O
|.’, wave JSMobbin v
© Create new . .
New invoice
po Launchpad
. s £ 2
7 Dashboard Business address and contact details, title, summary, and logo
B Sales & Payments .
Y Invoice
T Purchases ) L o
Summary (e.g. project name, description of invoice)
[Z] Receipts New JSMobbin
United States
I Accounting Edit your business address and contact details
PN .
Ti% Banking Remove logo
Payroll  Trial
o1l Reports Invoice number 1
22 Wave Advisors
+ Add a customer o P.0./S.O.
Tax Filing number
Invoice date 2023-09-15 a
. Payment due 2023-09-15 ]
On Receipt
Accept credit cards &
bank payments
£ Edit columns
Set up now > O
Items Quantity  Price Amount
|o) wave JSMobbin v
© Create new
' h fect t lat
Let's create the perfect template
Launchpad S . .
? P First impressions make all the difference. .. .
Your finished masterpiece
¢ Dashboard
B Sales & Payments TEMPLATE
Add a logo Fobinson Weddng
Purple Daisy Photography
= Purchases B vant, Onias N3k 5Ko
i | 514-412-8492
@ : H www.purpledaisyphoto.com
Receipts New ! |
: : Sarah and Daniel Robinson Invoice Number: 72
- . ! : Sarah Robinson >0.5.0. Number
°I* Accounting ; Browse or drop your logo here i b s
! Maximum 5MB in size. : 823 Main Street, Unit B Payment Due: October 25, 2015
. ! : Toronto, Ontario moun
ﬁ Banking : JPG, PNG, or GIF formats. ! Canada, N2J 9K2 PR (WED) (XIESE
i Recommended size: 300 x 200 pixels. [—— Quantity Rate Amount
PaerII Trial :\___________________________________________________________,: Location scouting 1 $200.00 $200.00
Photography and editing 10 $150.00 $1,800.00
o1l Reports Fulcay phow session and photo sciting
Print album 1 $350.00 $350.00
2 17 print albur
o dvi
~5 Wave Advisors
Subtotal: $2,350.00
@ Choose an accent color v S26275
Tax Flllng Total: $2,632.75
Notes
. #444444 Hex . Soprecians your business, o sk you A wondeul i togeher o1 o1100CTShots were spert. Ve
Accept credit cards &
bank payments @ Choose a template This is a sample preview
Set up now > Look et
© Contemporary Modern Classic ooks great, let's go
|o) wave JSMobbin v
© Create new
' h fect t lat
Let's create the perfect template
Launchpad S . .
? P First impressions make all the difference. .. .
Your finished masterpiece
¢ Dashboard
B Sales & Payments TEMPLATE
@ Add a logo Remove Logo Fobinson Weddng
Purple Daisy Photography
235 Carlaw Avenue, Unit 601
P Purchases J Tor:mauv‘vor\?ar\u: N3K‘3KO
514-412-8492
www.purpledaisyphoto.com
[Z] Receipts New
BiLLTO
Sarah and Daniel Robinson Invoice Number: 72
“I° Accounting et gt com PO/S.0. Number: KIS29094
514-423-1235 nvoice Date: September 31, 2015
823 Main Street, Unit B Payment Due: October 25, 2015
T , O
ﬁ Banking C‘::;‘;"a NZ‘JEVQI;Z Amount Due (USD): $2,632.75
Photo Services [*UELIS L0 Amount
PayroII Trial Location scouting 1 $200.00 $200.00
Researe and rave 1o scout phol locatons
Photography and editing 10 $150.00 $1,800.00
Full-day photo session and photo editing
o1l Reports
Print album 1 $350.00 $350.00
Choose an accent color
22 Wave Advisors
Subtotal: $2,350.00
Tax Flllng . Total: $2,632.75
H#TFTF7F Hex . Amount Due (USD): $2,632.75
Notes
We had a great time photographing your wedding! The weather held up and the outdoor shots were superb. We
appreciate your business, and wish you a wonderful life together.
Choose a template
Accept credit cards &
bank payments . This is a sample preview
pay © Contemporary Modern Classic
Set up now >
Yol (- {-F- M (=1 -7}
|o) wave JSMobbin v
© Create new
' h fect t lat
Let's create the perfect template
Launchpad S . .
? P First impressions make all the difference. .. .
Your finished masterpiece
¢ Dashboard
B3 Sales & Payments
Amount Due
Add a logo Remove Logo TEMPLATE
g $2,632.75
0 Purchases
BILLTO
[Z] Receipts New Sovah Aammon " nvolee Number: 72
'sarahanddaniel @gmail.com P.0./S.0. Number: KJS29094
514-423-1235 Invoice Date: 2015-08-22
. 823 Main Street, Unit B Payment Due: Upon receipt
“I° Accounting Toroto, O
Canada, N2J 9K2
PHOTO SERVICES QUANTITY RATE AMOUNT
ﬁ Banking Location scouting f $200.00 $200.00
Research and travel to scout photo location
Photography and editing 10 $150.00 $1,800.00
2 N Full-day photo session and photo editing
Payroll  Trial
Print album 1 $350.00 $350.00
12" x 17" print album
ool Reports Subtotal: $2,350.00
HST 13% (3092834) $282.75
Choose an accent color
g)’ Wave AdViSOI’S Total: $2,632.75
Amount due (USD): $2,632.75
Tax Fi |I hg . We had a great time photographing your wedding! The weather held up and the outdoor shots were superb. We
appreciate your business, and wish you a wonderful life together.
#A32323 Hex .
' Purple Daisy Photography Contact Information
J M 235 Carlaw Avenue, Unit 601 514-412-8392
Toronto, Ontario, N3K 3K0 www.purpledaisyphoto.com
Choose a template
Accept credit cards &
bank payments . This is a sample preview
pay () Contemporary @ Modern () Classic
Set up now >
Yol (- {-F- M (=1 -7}
|X

Creating invoices

Get started with invoicing by building a reusable template. You
can even add your company's logo and brand colors. Then use
this template to easily create invoices.

Invoicing at a glance

e Starting from scratch? Read our step-by-step invoice guide '

¢ Invoice on the go with our mobile app for iOS @' and Android @


Setting up account

actions:
Setting Up
Selecting & Choosing

screenElements:
Radio Button
Combobox
Progress Indicator
Tile
Select
Tile

screenPatterns:
Account Setup
Select
Account Setup
Verification
Select
Loading

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Tell us a little about JSMobbin
STEP 2 OF 3
Your answers help us set up your account
ﬁ What year did you start your business?
ala‘a [ q 2022 v
R,
How many customers do you have?
a4 ¢
5 2 /
ﬂ l Invoice as many customers as you like for free with Wave
Do you accept payments online?
Examples: PayPal, credit cards
No, | don't
' (3 [l (3
YOU re one in two mI"IOI‘I © Not yet, but | want to start
e Yes, | t t li
Wave has helped over two million small €8 accept payments oniine
business owners in the US and Canada How do most of your customers pay you?
take control of their finances. Select how you most often get paid .
|STEP10F 3
Welcome to Wave!
Tell us about you and your business
. V4

What's your name? 'J, JSMobbin \-

Jane Smith
What's your business name?

JSMobbin
What does your business do?

Select what best describes your business v
‘

Construction, Trades
| Graphic Design, Development
(
|STEP10F 3
Welcome to Wave!
Tell us about you and your business
What's your name? P
Jane Smith 'J, JSMobbin \-
What's your business name?
JSMobbin
What does your business do?
Graphic Design, Development v
What is the legal structure of your business?
Other v
Is it one of these business types?
Select your business type v
Looks Non-profit
Chang Partnership
I'm not sure
|STEP 10F 3
Welcome to Wave!
Tell us about you and your business
. /

What's your name? 'J, JSMobbin \-
What's your business name?

JSMobbin
What does your business do?

D

Select what best describes your business v
What is the legal structure of your business?

Select your business type v
Looks like your business is in the United States and you do business in U.S. dollars.
Change this.
|STEP 10F 3
Welcome to Wave!
Tell us about you and your business
What's your name? P
'J, JSMobbin N
What's your business name?
JSMobbin
What does your business do?
Graphic Design, Development v
D
What is the legal structure of your business?
Is it one of these business types?
Select your business type v
Looks like your business is in the United States and you do business in U.S. dollars.
Change this.
|STEP 10F 3
Welcome to Wave!
Tell us about you and your business
What's your name? P
Jane Smith 'JI JSMobbin \-
What's your business name?
JSMobbin
What does your business do?
Graphic Design, Development v
What is the legal structure of your business?
Other v
Is it one of these business types?
Partnership v
Looks like your business is in the United States and you do business in U.S. dollars.
Change this.
|Tell us a little about JSMobbin
STEP 2 OF 3
Your answers help us set up your account
ﬁ What year did you start your business?
EJBM. q 2022 -
R,
How many customers do you have?
a4 3 / ¢ e
. o -..(,_‘1
/ﬁi/ l Invoice as many customers as you like for free with Wave
Do you accept payments online?
Examples: PayPal, credit cards
No, | don't
' (3 [l (3
YOU re one in two mI"IOI‘I © Not yet, but | want to start
e Yes, | t t li
Wave has helped over two million small €8 accept payments oniine
business owners in the US and Canada How do most of your customers pay you?
take control of their finances. Select how you most often get paid .

PayPal

. Bank transfers/ACH
Cash App
Venmo
Cash or check
|Welcome to Wave! SR
Tell us about you and your business
What's your name?
Jane Smith
: : 5 . /7
What's your business name? 'J JSMobbin -
N\
JSMobbin
What does your business do?
Graphic Design, Development v
What is the legal structure of your business?
Other v
Is it one of these business types?
Partnership v
Business country
United States v
Business currency (?
USD (S) - U.S. dollar v
|STEP10F 3
Welcome to Wave!
Tell us about you and your business
. V4
What's your name? 'J, JSMobbin \-
Jane Smith
What's your business name?
JSMobbin
What does your business do?
Select what best describes your business v
‘
Accounting, Bookkeeping
| Administration Services
(
Advertising, Marketing, Media
Agriculture, Ranching, Farming
Association, Club, Charity
|STEP 2 OF 3
Tell us a little about JSMobbin
l . ﬁ Your answers help us set up your account
_.\g—!,iL q What year did you start your business?
G
S
ol e
~ l 2023
2022
2021
You're one in two million 2020
2019
Wave has helped over two million small | Not yet, but | want to start
business owners in the US and Canada
Lo Yes, | accept payments online
take control of their finances.
|STEP 10F 3
Welcome to Wave!
Tell us about you and your business
. /

What's your name? 'J, JSMobbin \-
What's your business name?

JSMobbin
What does your business do?

D

Graphic Design, Development v
What is the legal structure of your business?

Select your business type v
Looks like your business is in the United States and you do business in U.S. dollars.
Change this.
|STEP 10F 3
Welcome to Wave!
Tell us about you and your business
o/ S

What's your name? N
What's your business name?

Your business name goes here
What does your business do?

D

Select what best describes your business v
What is the legal structure of your business?

Select your business type v
Looks like your business is in the United States and you do business in U.S. dollars.
Change this.
|o)/ wave
STEP 3 OF 3
What would you like to do
in Wave?
Select all that apply

Send ig'1c\>’:cii;|eosoking Run easy payroll
Thanks Jane!
Next up, how can we help?

Organize your books Not sure yet
|STEP10F 3
Welcome to Wave!
Tell us about you and your business
. V4
What's your name? 'J, JSMobbin \-
Jane Smith
What's your business name?
JSMobbin
What does your business do?
Graphic Design, Development v
What is the legal structure of your business?
Select your business type v
| Sole proprietorship
¢ Limited liability company (LLC)
Corporation
Other
|o)/ wave
STEP 3 OF 3
What would you like to do
in Wave?
Select all that apply
4
2 0
send ign?l:?:::king Run easy payroll
Thanks Jane!
Next up, how can we help?
338 ?
Organize your books Not sure yet
|STEP 2 OF 3
Tell us a little about JSMobbin
H - ﬁ Your answers help us set up your account
B(B|0|8
%%‘—-L q What year did you start your business?
- l 2
’ Select a yeat... v
~ / J ) How many customers do you have?
255 A
0-1 2-5 6-10 11+
Invoice as many customers as you like for free with Wave
Do you accept payments online?
[ O °11 Examples: PayPal, credit cards
You're one in two million
No, | don't
Wave has helped over two million small Not yet, but | want to start
business owners in the US and Canada
Lo Yes, | accept payments online
take control of their finances.
|STEP 2 OF 3

Tell us a little about JSMobbin

H ﬁ Your answers help us set up your account

B(B|0|8

%%—-L q What year did you start your business?
f k 2
’ 2022 v
~ / How many customers do you have?
% 3t / A 4 Y Y
b@? l
0-1 2-5 6-10 11+

Invoice as many customers as you like for free with Wave
Do you accept payments online?

[ O °11 Examples: PayPal, credit cards

You're one in two million
No, | don't
Wave has helped over two million small Not yet, but | want to start
business owners in the US and Canada
Lo Yes, | accept payments online
take control of their finances.
|o)/ wave
Keep your account secure
Enter your phone number and we'll send a
code to secure your account. No spam.

Enter phone number

+1
Valid US/Canadian phone numbers only.
Message and data rates may apply.

ﬁ Your data is secure and won't be shared with anyone. Read the details in our Privacy Policy
|STEP 2 OF 3
Tell us a little about JSMobbin
H ﬁ Your answers help us set up your account
B(B|0|8
%%—-L q What year did you start your business?
f k 2
’ 2022 v
~ / How many customers do you have?
% 3t / A 4 Y Y
b@? l
Invoice as many customers as you like for free with Wave
Do you accept payments online?
[ O °11 Examples: PayPal, credit cards
You're one in two million
No, | don't
Wave has helped over two million small Not yet, but | want to start
business owners in the US and Canada
Lo Yes, | accept payments online
take control of their finances.
|Tell us a little about JSMobbin
STEP 2 OF 3
Your answers help us set up your account
ﬁ What year did you start your business?
EME[. q 2022 -
R,
How many customers do you have?
a4 ¢
5 2 /
ﬂ l Invoice as many customers as you like for free with Wave
Do you accept payments online?
Examples: PayPal, credit cards
No, | don't
' (3 [l (3
YOU re one in two mI"IOI‘I © Not yet, but | want to start
e Yes, | t t li
Wave has helped over two million small €8 accept payments oniine
business owners in the US and Canada How do most of your customers pay you?
take control of their finances. Cash or check .
|Welcome to Wave! LA
Tell us about you and your business
What's your name?
Jane Smith
1} H 7 - ,
What's your business name? 'J JSMobbin -
N\
JSMobbin
What does your business do?
Graphic Design, Development v
What is the legal structure of your business?
Other v
Is it one of these business types?
Partnership v
Business country
United States v
Business currency ®
USD ($) - U.S. dollar v
-


Small business study

pagePatterns:
Landing Page
Footer Section

pagePatterns:
Misc
Landing Page
Footer Section

screenKeywords:
l wave
: he W
)
wl
! The Wave Report on
a
)
o
2
3 [ ] [ ]
: etiin ai
=
(%]
fa|
z
o
'5 Small business owners have historically struggled to get paid on time. With
S millions of Americans filing paperwork to open new businesses in 2020, and a host
§ of new trends taking shape driven by the pandemic, we took a look at the factors
l that impact their cash flow and ability to succeed long-term.
Download the Report ——————————
_ [V 4P T
|o1) wave
Download the Report ————————————

Key takeaways

v Approximately 22% of invoices are overdue

v Bank payments are on the rise

v Enabling digital payments makes small
businesses 15% more likely to be paid on time

Download the Report ——— e
‘ s

m \\A ~\l A
|8J)/ wave Sign up for free
So, we started asking questions:
Why do some microbusiness owners struggle to get paid while others don’t?
(R lol e oW ¢=T={ oY WE-T-CMN [oTe [VIS daYAR-Tg o Mo (=Yg aTo T4 = Tel sY (eI -Mp T o= Lot fll oAV R a =T 0N Y3
AWV o\ 1o To Ele] il g oY (e o] o] VIR [=TTI I =Lt d o -V Lo oY g W g g TN g aTo 1y o g =To [UL=T g N AVAS
And, what can microbusiness owners do to increase the chance of that happening?
This is what we found.
Download the Report —.
Media inquiries can be directed to our communications team at pr@waveapps.com.
Copyright © 2010-2022
Privacy Policy Terms of Use Security Licensing Accessibility
|#)/ wWave Features v  Pricing Blog Resources v
i 7 Let's do this
@ A
N\
Back to top

.Jl FEATURES 7\ 3 HELPFUL LINKS V] o] 3 I ¥ [e]o] B

Accounting software About Us Blog How support works
@ @ @ Invoicing software Careers Help Center System status

Wave app Press [[\VZeJ IR ¢=Ygq o] EXL=E Accounting calculators

[\ [e] JIEW=Tet=Y o} £ Become an affiliate Accounting education center Invoicing generators

Payments Sitemap Payroll education center Payroll calculators

Payroll software QuickBooks alternative

WEVEWNe Yol Freelance Hub

Pricing Small business study

Credit card payments

Bank payments

Recurring billing
Copyright © 2010-2023 Wave Financial Inc. All Rights Reserved. QS:::EDSI;ED
[ S\ oAV o] oAV I =Y-2- B DI Yol Fo YUY (YR SY=ToT U o VAR INTo1=Y o E=Y1 o Y-S Xe ot X171 oY [ 1) aYARNESYeYed Fo1 MNIY/F=Yo I =W D] E-Tod E-110 0 Y- G o V-V YA O oY (o] YT O o To N =TI SY=Yud g} = BBB-
|¢/ wave
e, \
: Y
2, 0°
&
920/0 > o \ S Q
N v/
£
1]
NT
Microbusinesses—with fewer than 10 employees— Throughout Wave’s 10+ years of serving microbusiness
make up 92% of all businesses in the US, and owners, there’s one challenge almost every one of
contribute to an average of 38% of their owners’ them faces: getting paid.
household incomes.
So, we started asking questions:
Why do some microbusiness owners struggle to get paid while others don’t?
(R lol e oW ¢=T={ oY WE-T-CMN [oTe [VIS daYAR-Tg o Mo (=Yg aTo T4 = Tel sY (eI -Mp T o= Lot fll oAV R a =T 0N Y3


News

screenElements:
Carousel
Search Bar
Card
Badge

screenElements:
Hero Image
Tab Bar

screenElements:
Hero Image
Tab Bar
Carousel
Search Bar
Card
Badge

screenPatterns:
News Feed
News Feed
Home
Pricing
Charts

screenKeywords:
12:00 V4l
News @
A ) = i::,
The Fed will look past inflation
uptick, economists say <
Yahoo Finance
F +1.53%
What a UAW strike could mean for
the US economy : ;,“ -
5hago Yahoo Finance Case s
Tina Turner's Bank Balance Left ARMA .%
. in Beij i
Family In Tears W)
.z v
Ad « Spicy Trends .
Social Security benefits could rise "
by more than $57 a month nexty... N
5hago Yahoo Finance @
A Q i) 2
|12:00 V4l
News @
' .
7hago Yahoo Finance e
Inflation accelerated in August as @&
oil prices surged @ s
P 8 ; ’ g
13hago Yahoo Finance -
JPM +0.05% GS +1.23%
Warren asks regulators to be 7 \
"4
tougher on banks as bank CEOs p... a;% i
.
7h ago Yahoo Finance N ‘
They Laugh At Him Until They ;
Realize...
Ad « Mighty scoops E L \,_g
Student loans: Biden official details o~ ‘
how borrowers can get on better ... : )
8h ago Yahoo Finance A
Retailers say student loan s =
repayments could spark slowdow... SR T]
- i
9h ago Yahoo Finance '
A B Q 7 2
|12:00 V41
O\ Search Yahoo Finance @
S&P Fut... Dow Fut... Nasdaq ... Russell 2...
4,478.25 34,640.00 15,403.25 1,864.60
Lists eee
wishlist1
v
14 symbols
Utilities
B3 Upcoming earnings reports e
RFIL, ADX, FEMFF, INM, MIND, BANX, MYTE, FUL...
L Price Alerts o
Create price alert
@ Link broker accounts
See all your accounts in one place
Related News
MSFT +1.29% META +1.13% TSLA +1.43% _
¥ v
Elon Musk: 'Perhaps a department a:_‘;
of Al' needed to keep artificial int... 7RI
2h asn Yahoo Finance [ 2
A =) Q i) 2


Changing font size

screenPatterns:
Article Detail
Video Player

hotspotType: Slide

screenElements:
Slider
Bottom Sheet

screenElements:
Slider
Slider
Bottom Sheet
Toolbar

screenPatterns:
Misc
Article Detail
Video Player

screenKeywords:
A ° ° ° A
Done
|12:00 V40
[l
L D)
Yahoo Finance
[ ]
The Fed will look
[ ] [ ]
past inflation
[ ]
uptick,

[ ]
economists say
Hamza Shaban
Thu, Sep 14,2023 - 3 minutes read

m : Get career-ready at the top 1% of
j.;l-; ; 2= uni's for media and comms

i ‘\m Ad « DEAKIN UNIVERSITY AUSTRALIA 3
O M & %
A Q ® 3
|A ° ° ° A
Done
|12:00 P41
¢ ugust's uptick in prices won't
be enough to prompt a course
change at the Federal Reserve,
several economists said,
matching Wall Street's muted
reaction Wednesday after the
latest inflation data came in
slightly hotter than expected.
Consumer prices edged higher
in August as a surge in oil prices
fueled an uptick in headline
inflation, according to data from
the Bureau of Labor Statistics.
The Consumer Price Index (CPI)
rose 0.6% over last month and
3.7% over the prior year in
August, an acceleration from
July's 0.2% monthly increase

A ®8 aQ & =
|12:00 P41l
| il o
| | —r ] ] ] [ — == [a]
il I CPI FOR URBAN CONSUMERS
N | | e o s comanan|
/Al ol
i 2 P |
| 1 . ' \
i ‘f‘f{‘ Y“!?P,,z.’ ] US. BUREAU OF LABOR STATISTICS
: ALERY
Yohoo!  FOR THE DATA-DEPENDENT FED e THEARS toghy
| b :
Yahoo Finance
(]
The Fed will look past
] ] ] ]
inflation uptick, economists
say
Hamza Shaban
Thu, Sep 14,2023 - 3 minutes read
U.S. Soy Delivers Solutions
fy;hslayll’y\al?llllydE\N‘E'ﬂd
" =9 s Ad e USSEC :
August's uptick in prices won't be enough to
prompt a course change at the Federal Reserve,
several economists said, matching Wall Street's
muted reaction Wednesday after the latest inflation
data came in slightly hotter than expected.
O M & %
A B8 Q & =


Blog article detail

pagePatterns:
Blog Page
Newsletter Section

screenElements: Thumbnail Divider

screenElements:
Table of Contents
Progress Indicator

pagePatterns:
Blog Post
Content Section

screenElements:
Thumbnail
Divider
Table of Contents
Progress Indicator

pagePatterns:
Blog Page
Newsletter Section
Blog Post
Blog Post
Content Section
Blog Post

screenKeywords:
'J’ wave Features v  Pricing Blog Resources v
Accounting & Taxes Entrepreneurship Guides News Payments Q
Accounting & Taxes
- Cash basis accounting: What it is
i { ‘ and how to do it
. ; ; - | : .~ Accounting & Taxes
£ ‘ - w— What is accrual basis accounting
and how does it work?
r—i ! ]@ Entrepreneurship
L; | : The ultimate guide to small business
' networkin
1 [ o e
Guides
u ! - Fund your content: The 12 best
i D m I grants for creators in 2023
How to do bookkeeping for small businesses: A step-
. Subscribe for tips and insights to run
by-step gUIde your business better
Bookkeeping is important because it gives you insight into where your money is going and how your ]
business is performing, helping you make smart business decisions. e
|lll wave Features v  Pricing Blog Resources v Sign up for free
Accounting & Taxes Entrepreneurship Guides News Payments Q
I
How to do bookkeeping for small businesses: A
step-by-step guide
Table of contents
August 15, 2023 | 9 minutes to read | Accounting & Taxes | Guides
Bookkeeping for small busi-
nesses: Five easy steps As procrastination-worthy as it may seem, bookkeeping is a necessary part of successfully
running your business.
Step 1: Gather your financial L S - . . .
documents Bookkeeping is important because it gives you insight into where your money is going and how
your business is performing, helping you make smart business decisions. It also keeps you
Step 2: Categorize your busi- organized for tax time and helps you find tax deductions and shows your credibility to investors
ness transactions and lenders so you can get funding.
f Step 3: Reconcile your busi- We kn.ow, we know—that doesn’t make bookkeeping any less boring and painful. That’s where we
ness transactions come in.
Yy . In this blog, we’ll break bookkeeping down into five easy steps and, hopefully, help bookkeeping
Step 4: Prepare your busi- R
e i suck a little less. We’ll cover how to:
in ness's financial statements
v/ Gather your financial documents
Step 5: Review your financial
@ SR ERENS v/ Categorize your business transactions
8 v/ Reconcile your business transactions
How software can help with
v/ Prepare your business's financial statements
v/ Review your financial statements
By the end of this post, bookkeeping won’t seem so overwhelming (...and that new Netflix show
won’t seem so bingeable). Let’s do this!
L3 . o (]
Bookkeeping for small businesses: Five easy steps
Let’s back up a little. Before you start bookkeeping, you need to determine the right bookkeeping
|Oll wave Features v  Pricing Blog Resources v
Accounting & Taxes Entrepreneurship Guides News Payments Q
Read next
& . ' P 7 +
B - i ?@ - E‘d 5> i — ] = +
'f&és ‘ W N y ==’E= : @) + !i/°>
Ny U N 5= APP * @ 7
-7 N “n. )

P *A - — il = ROVED \\/

3 ,,:-\ ! \LI}..\ k. o + +\/
Accounting vs book- How to manage loan 5 unexpected times to
keeping: What's the payment journal entries get a business loan
difference? Have questions relating to loan payment Most business owners will need capital at

tracking? We’ve got lots of answers; all ex- some point to either get operations off the
There’s a common question in business: ac- plained simply and quickly so you can get ground, grow, or weather a tough time. Here
counting vs bookkeeping..what’s the differ- back to doing what you do best: running your are 5 of the most common reasons busi-
ence? We're here to answer this age-old business like a boss. nesses use financing.
question so you can rest easy.
\l/
Create your truly free Wave
account today.
|lll wave Features v  Pricing Blog Resources v Sign up for free
Accounting & Taxes Entrepreneurship Guides News Payments Q
Step 2: Categorize your busi- N M A A
ness transactions v How to create and read financial statements
Step 3: Reconcile your busi- v/ How to use the data to make smart money decisions
ness transactions
. Super pumped up about bookkeeping now and looking for something to get started on right
Step 4: Prepare your busi- . .
i i away? A great next step is to get yourself some accounting software.
ness's financial statements
Remember, Wave’s accounting software is perfect for beginners and helps with most of the
Step 5: Review your financial bookkeeping work, including categorization and generating financial reports, so you can spend
Statements more time on the actual fun parts of running your business.
How software can help with You can also hire Wave’s in-house bookkeeping_experts to help you out with categorization,
bookkeeping for small reconciliation, and bookkeeping in general—or have them do it for you in your Wave account.
businesses
With this blog and some trusty accounting software on hand, you’ll be all set to kick some
f serious bookkeeping butt. &
in
‘ By Sophia Savva
i Accounting & Taxes
Categories i
Guides
Disclaimer
|.l wave Features v  Pricing Blog Resources v Sign up for free
Accounting & Taxes Entrepreneurship Guides News Payments Q
0 o =i - WO
&= 0 | |
Learn about managing / g |
your business finances ' J : - \ o i
. = s r—
with Wave v ! s e ; .
Sign up for our newsletter for
o] goTe [VIe3 U  oTe XY T o T=1VVAl o] KoT=4 == ° S —
IR ninl n
[oJo1S - J-ToTo I o [el E-ToTe{- IR el o] ! [ | ||” “’H
featured in our Small Business >r i { ” i ‘Q/
] Yol dlif={ohl El H“ ;
I , J U )
9
10 = oFF
How to do bookkeeping for small businesses: A
Table of contents i
step-by-step guide
i . August 15, 2023 | 9 minutes to read | Accounting & Taxes | Guides
Bookkeeping for small busi-
nesses: Five easy steps
A<s nrocrastination-worthv as it mav seem bookkeening is a necescsarv part of successfullv


Help center

screenElements:
Grid List
Illustration

pagePatterns:
Support & Help Center Page
Support & Help Center Page
Support & Help Center Page
Landing Page
Footer Section

screenKeywords:
(') wave Pricing Blog How support works
_::’:""'"7:"\
How can we help? & [m
My
Whether you're new to managing your books, or an ace at small business accounting, the i
Help Center has the answers you need to succeed using Wave W
Search Q —,“ ‘
N A
L3
Browse by topic
o nd £ |
w <
l/{
Z \
/
|Featured Articles
Refund a customer payment
Follow these steps to issue a full or partial refund for an invoice to your customer: Click Sales & Payments > Payments in the left-hand
navigation menu. Locate and click on the invoice payment yo...
.Jl FEATURES 7\ 3 HELPFUL LINKS V] o] 3 I ¥ [e]o] B
Accounting software About Us Blog How support works
@ @ @ Invoicing software (o-1¢=1=165 Help Center System status
Wave app Press [[\VZeJ IR ¢=Ygq o] EXL=E Accounting calculators
[\ [e] JIEW=Tet=Y o} £ Become an affiliate Accounting education center Invoicing generators
Payments Sitemap Payroll education center Payroll calculators
Payroll software QuickBooks alternative
WEVEWNe Yol Freelance Hub
Pricing Small business study
Credit card payments
Bank payments
Recurring billing
|Resources

Looking to get the most out of Wave for your business? Try searching the Help Center or get started quickly with answers to commonly

asked questions in the resources below.

A Wave Connect: Easily import and Get started with Wave Payments

- export data
L Add credit card and bank payment options

Learn how to quickly import key to your invoices to get paid faster. Wave

6 accounting data. Wave’s Google Sheets @ takes care of the bookkeeping automatically
add-on lets you import and export so that you can focus on running your
customers, products, and invoices, as well business. Check out this guide to get
as bulk import journal transactions and started.
bank transactions.

2 Understand your chart of accounts @ Import bank transactions
e g . . : o
*os Wave is for everyone who manages their Save time bookkeeping by importing
A @-* business finances without a background transactions from your bank. Learn more
g in accounting. If you’re looking to learn - about setting up an automatic bank
how to navigate and use your Chart of connection, troubleshoot common issues,
Accounts, get up to speed here. or how to upload your transactions using
statements.
Featured Articles
|Browse by topic
X &
g 45 o
e ) oS R o
\ —
. -
7,
Accounting Transaction Imports Invoices & Estimates
o
@ ; . (‘
S
/ A \A D! 9y
=l
Manage Your Account Banking Payments
A 1]
i T D
S %3 N
Payroll Receipts & Bills FAQ
|#)/ wWave Features v  Pricing Blog Resources v
i 7 Let's do this
@ A
N\
Back to top

.Jl FEATURES 7\ 3 HELPFUL LINKS V] o] 3 I ¥ [e]o] B

Accounting software About Us Blog How support works
@ @ @ Invoicing software Careers Help Center System status

Wave app Press [[\VZeJ IR ¢=Ygq o] EXL=E Accounting calculators

[\ [e] JIEW=Tet=Y o} £ Become an affiliate Accounting education center Invoicing generators

Payments Sitemap Payroll education center Payroll calculators

Payroll software QuickBooks alternative

WEVEWNe Yol Freelance Hub

Pricing Small business study

Credit card payments

Bank payments

Recurring billing
Copyright © 2010-2023 Wave Financial Inc. All Rights Reserved. QS:::EDSI;ED
[ S\ oAV o] oAV I =Y-2- B DI Yol Fo YUY (YR SY=ToT U o VAR INTo1=Y o E=Y1 o Y-S Xe ot X171 oY [ 1) aYARNESYeYed Fo1 MNIY/F=Yo I =W D] E-Tod E-110 0 Y- G o V-V YA O oY (o] YT O o To N =TI SY=Yud g} = BBB-


Earnings calendar

screenElements:
Stacked List
Floating Action Button
Switch
Badge
Floating Action Button
Carousel
Search Bar
Card
Badge
Bottom Sheet

screenPatterns:
Date & Time
Date & Time
Home
Pricing
Charts
Charts

screenKeywords:
12:00 V41
< Earnings Calendar
Mon, Sep 4
BEKE KE Holdings Inc. Beat
TCOM  Trip.com Group Limited Beat
Tue, Sep 5
GRIN Grindrod Shipping Holdings Ltd. Beat
STRM  Streamline Health Solutions Inc 5 Pre Mkt.
BRC Brady Corp Beat
HQY HealthEquity, Inc. Beat
ASND  Ascendis Pharma A/S Beat
v SHOW MORE
Il e
Only show companies | follow )
A B Q & =
|12:00 v41
< Earnings Calendar
Thu, Sep 14
RFIL  RF Industries Ltd £S5 After Mkt.
ADX Adams Diversified Equity Fund Inc TNS
MIND  Mind Technology Inc TAS
BANX  Arrowmark Financial Corp £S5 After Mkt.
MYTE  MYT Netherlands Parent BV 5 Pre Mkt.
v SHOW MORE
Fri, Sep 15
FEMFF First Energy Metals Ltd TAS
MEIP MEI Pharma Inc TNS
ARVL  Arrival SA TNS
Only show companies | follow )
A B Q & =
|12:00 V41

< Earnings Calendar
Thu, Sep 21

YAAT QUdidXy INEXL Jgererduornl mnic LYFIC IVIKL

1 TODAY

FLUX Flux Power Holdings Inc £S5 After Mkt.

RAVE Rave Restaurant Group Inc TNS

FDS Factset Research Systems Inc - Pre Mkt.

v SHOW MORE

Fri, Sep 22

NTWK NetSol Technologies Inc - Pre Mkt.

METX  Meten Holding Group Ltd TNS
Sat, Sep 23

UFAB  Unique Fabricating Inc £S5 After Mkt.
Only show companies | follow )

[ ]
A ® Q @& =
|© SET REMINDER ADD TO CALENDAR
™ Consensus EPS
£ -0.03
£ -0.06
[ ] -0.08
-0.11
£ -0.14
£ -0.17
£ -0.19
-0.22
-0.25
-0.27
[ ] -0.30
3Q2022 4Q2022 1Q2023 2Q2023 3Q2023
Met Missed Met Missed -
- by $0.12 - by $0.02 Sep 14
(0101 0) ) WX\ IY LY I
@ How is it used? A
Earnings
Earnings are a company's profits in a given quarter and they
are a key data point when determining a stock’s value.
® The dotted circles refer to the consensus EPS, which is
a forecast of a company's earnings and is based on the
combined estimates of all equity analysts that monitor the
stock. Earnings per share (EPS) is defined as a company's
profit divided by the number of outstanding shares of its
common stock.
® The solid color circles refer to the actual EPS. Green circles
are used when a company beat their estimate and red
circles are used when a company missed their estimate.
|12:00 V41
O\ Search Yahoo Finance @
S&P Fut... Dow Fut... Nasdaq ... Russell 2...
4,478.25 34,640.00 15,403.25 1,864.60
Lists eee
wishlist1
v
14 symbols
Utilities
B3 Upcoming earnings reports e
RFIL, ADX, FEMFF, INM, MIND, BANX, MYTE, FUL...
L Price Alerts o
Create price alert
@ Link broker accounts
See all your accounts in one place
Related News
MSFT +1.29% META +1.13% TSLA +1.43% _
¥ v
Elon Musk: 'Perhaps a department a:_‘;
of Al' needed to keep artificial int... 7RI
2h asn Yahoo Finance [ 2
A =) Q i) 2
|12:00 V41
< Earnings Calendar
Thu, Sep 14
RFIL  RF Industries Ltd £S5 After Mkt.
ADX Adams Diversified Equity Fund Inc TNS
MIND  Mind Technology Inc TAS
BANX  Arrowmark Financial Corp £S5 After Mkt.
MYTE  MYT Netherlands Parent BV 5 Pre Mkt.
JVA Coffee Holding Co Inc TNS
MCOA If\r/:iwijuana Company Of America & After MKL
QBIO  Q BioMed Inc £S5 After Mkt.
VTAK Ra Medical Systems Inc TNS
Onl_y"s-l;t.)w co—n‘u—)a—nie.s.l fo;llov.v“ | —‘,‘
A B Q & =
|MIND
Mind Technology Inc Sﬁ(
Earnings today
™ Consensus EPS
£ -0.03
i -0.06
[ ] -0.08
-0.11
£ -0.14
£ -0.17
. 019
-0.22
-0.25
-0.27
o -0.30
3Q2022 4Q2022 1Q2023 2Q2023 3Q2023
Missed Missed -
- by $0.12 - by $0.02 Sep 14
@ How is it used?


Verifying email address

screenKeywords:
o) wave JSMobbin v
© Create new
Profile Emails
po Launchpad
Personal Information Email addresses you add here can be used to sign into Wave with your Wave password. You can
2 Dashboard . also use any of these emails on your invoices.
Emails
=1 Sales & Payments
Y Password Address Status Actions
0 Purchases Notifications
jsmith.mobbin2@gmail.com Primary @
Businesses
[Z] Receipts New
® Add new email
“I° Accounting
T Banking
@ If you want to grant someone else access to your Wave account (such as a business
Payroll Trial partner, accountant or bookkeeper), you can do that by adding them as a user.
o1l Reports Add a User
22 Wave Advisors
Linked Accounts
Tax Filing
Link an email account to connect your contacts. You can also sign in with the linked account.
@ Google
Accept credit cards &
bank payments
Set up now > O
|o) wave JSMobbin v
© Create new
Profile Emails
po Launchpad
Personal Information Email addresses you add here can be used to sign into Wave with your Wave password. You can
2 Dashboard . also use any of these emails on your invoices.
Emails
=1 Sales & Payments
Y Password Address Status Actions
0 Purchases Notifications
jsmith.mobbin2@gmail.com Primary - ® Resend verification
Businesses
[Z] Receipts New
® Add new email
“I° Accounting
T Banking
@ If you want to grant someone else access to your Wave account (such as a business
Payroll Trial partner, accountant or bookkeeper), you can do that by adding them as a user.
o1l Reports Add a User
22 Wave Advisors
Linked Accounts
Tax Filing
Link an email account to connect your contacts. You can also sign in with the linked account.
@ Google
Accept credit cards &
bank payments
Set up now > O
|o)/ wave
Your email address has been verified.
Awesome! Your email address has been verified. Continue to Wave .
|Confirm Your Email X
Click the link we sent to jsmith.mobbin2@gmail.com to confirm your email
address.
Didn't get the email?

¢ Check your email again later: delivery may take longer than a few minutes

e Check your email's spam or junk folder

¢ Confirm that you added the correct email address


Privacy policy

screenKeywords:
12:00 P41

X @ legal.yahoo.com < :

yahoo/ =

. —
Last updated: July 2023
1. About Yahoo

a. Yahoo, previously known as Verizon
Media, is a technology and media
company that provides a range of
services. We serve our consumers,
partners, advertisers and talent through
our portfolio of digital platforms,
products and services offered under our
AOL, Yahoo and other brands.

b. We provide control tools to help you
manage your experience with us. If you
have an existing Yahoo or AOL account,
vt will naad +A aarana +A thic Driviacvy
|12:00 4l
Terms of Service
Privacy Policy
Disclaimer
Credits
CANCEL


Moving task to Trash

appName: Height

appTagline: The autonomous project management tool

companyStage: Early Stage

screenPatterns:
Trash & Archive
Move

allAppCategories:
Artificial Intelligence
Business

screenKeywords:
+ Janes Studio W Trash Tasks that have been in Trash for 30 days will be automatically deleted. Filters EB Spreadsheet MENERaAIEE N -
Q Search Deleted Yes Show completed ~ Always v
@ Inbox

. Tasks =1 Deleted at Deleted by Assignees Lists +
Assigned to me

28

£ Created by me The random T Today . 8
& Private tasks
W Trash
v Favorites
28 campaigns
E live-campaigns =
7, campaign-mana... T
» Recently opened
= Browse all
+ New
+ Invite people
o] ® 1task v
|Janes Studio T-15 () Competitive targeting Share W Delete forever
Q Search Status To do O Chat
. . iy_Paper_doc.par
QO Inbox o Assignees Assign... Market Research:
# Drafts Lists # backlog “& campaigns Understand the current market scenario, its size, and growth
potential.
@®© Snoozed Parent task None Identify key players and their market shares.
Assigned to me Created by e Compétitor Analysis: ,
Created at Tue, Mar 14, 2023
& Created by me ! !
8 Private tasks Trashed at Sat, Sep 16, 2023 Jane Smith removed T-17 from blocked by
Start date Sat, Sep 16, 2023 .
A Jane Smith added T-17 to blocked by
v Favorites Blocked by T-17 Lead retargeting
E GoRels . ] Lead retargeting
=] Campaign type Content marketing 17 G
E live-campaigns = End date Sat, Sep 30, 2023
« Recently opened Platform Google ads LinkedIn Jane Smith created a subtask T-18
c " . Market Reasearch
() Competitive tar... T-18 # backlog # campaigns
My_Paper_doc.pdf
= Browse all My-tap Rdt
Jane Smith created a subtask T-19
NS Market Research:
o i Competitor Analysis
Understand the current market scenario, its size, and growth potential. T-19 # backiog % campaigns To do
Identify key players and their market shares.
Competitor Analysis: Jane Smith
. . . Will discuss this with Jon
Delve into primary competitors' product features, advantages, and @
disadvantages. Pinned by Jane Smith &
Study competitors' marketing strategies, customer feedback, and sales Jane Smith set the icon to (=), updated To do , and added to
channels. # backlog $ 1hidden
Monitor their online presence, reviews, and ratings.
® Only visible to you
11]Db Idantification: Moved to Inbox
@ Moveto Trash Cmd+Bksp what makes your product/service unique and superior to the ® Only visible t
T-15 will be permanently deleted in | y P q P v visibie foou
30 days tion. Moved to Inbox
he USP is something valued by the target market and not just a
View in Trash Undo
Target Audience Profiling: Message... :
& ® _ o
lInderstand the demoaranhice preferences and pain points of vour taraet
|« Janes Studio T-15 Competitive targeting Share A Subscribed -+
n g
Q Search Status New requests O Chat «” Open fullscreen Shift+Cmd+Enter
: : © Copy task Cmd+C
& Inbox Assignees Assign... Jane Smith updated the name N . )
# Drafts Lists 4 campaigns Competitive targeting-fistroundy 03 COPY tasklink Shift:CmdC
Iy
Assigned to me Parent task None Jane Smith added T-17 to blocked by 0 COPY task 1D
& Created by me Created by @ Lead retargeting © Duplicate task
8 Private tasks Created at Tue, Mar 14, 2023 T-17 7g campaigns QLNRE » Add to favorites
Start date Sat, Sep 16, 2023 ;
v F it + S8R 10, Jane Smith updated the description # Edit >
SVORICS Blocked by T-17 Lead retargeting
o8 ; My_Paper_doc.pdf M Export >
& campaigns Campaign type Content marketing Market Research:
: : — Understand the current market s
E live-campaigns = End date Sat, Sep 30, 2023 potential % Copilot >
Platform Google ads LinkedIn Identify key players and their ma
v Recently opened + aag . Competitor Analysis: J Move to Inbox
L attribute... [ U S AR B
| Competitive target... ¥ @ ® Snooze >
= # Unsubscribe
= Benseel My_Paper_doc pdf Jane Smith removed T-17 from block:
My_Paper_doc.pat
+ New
Market R h Jane Smith added T-17 to blocked by @ Move to Trash
arket Research:
Lead retargeting
Understand the current market scenario, its size, and growth potential. T-17 (88 campaigns
Identify key players and their market shares.
Competitor AnalysiS' Jane Smith created a subtask T-18
. . . Market Reasearch
Delve into primary competitors' product features, advantages, and )
disadvantages ™18 Gl
isadv .
S;udy clompetltors marketing strategies, customer feedback, and sales Jane Smith created a subtask T-19
channels.
Monitor their online presence, reviews, and ratings. Competitor Analysis
USP Id " T-19 A campaigns To do
entification:
Identify what makes your product/service unique and superior to the Jane Smith
competition. @ Will discuss this with Jon
Ensure the USP is something valued by the target market and not just a
+ Invite people novelty.
[
Target Audience Profiling: Message... A
& ® i .
lInderstand the demoaranhice preferences and pain points of vour taraet
|Janes Studio W Trash Tasks that have been in Trash for 30 days will be automatically deleted. Filters B3 Spreadsheet
Q Search Deleted Yes Show completed  Always v
Q Inbox (1)
# Drafts
® Snoozed
Assigned to me
& Created by me
& Private tasks
W Trash
v Favorites
28 campaigns
E live-campaigns =
v Recently opened
(2) Competitive tar...
= Browse all . =
There are currently no tasks in the Trash
+ New
W Move to Trash Cmd+Bksp
T-15 will be permanently deleted in
30 days.
View in Trash Undo
& ®