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Frequently Asked Questions

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Pricing and plans

During your free trial, we’ll evaluate your business’s monthly expense volume to determine which subscription package is the best fit for your business.

Yes, absolutely. We never lock you in to our service, and we make sure it’s easy to get your financials from Bench should you ever decide to leave.

We review your plan annually. If we find that your average monthly expense level has changed since your last review (either increased or decreased), we’ll let you know one month in advance before adjusting your price.

You can always request a mid-year pricing review if your bookkeeping needs suddenly change.

Nope—all Bench plans include monthly bookkeeping for up to 15 financial accounts. This includes bank accounts, credit cards, loans, and merchant processors.

If your business has more than 15 accounts, chat with one of our Sales Development Representatives for a custom quote.

My Free Trial

Your free trial includes one month of your bookkeeping completed in the form of an income statement and balance sheet. You’ll also get a full tour of the Bench app. To give you an idea of how Bench works, we’ll set up your accounts and integrations within the app.

Whether or not you decide that Bench is the right fit for your business, the income statement and balance sheet are yours to keep.

Shortly after you sign up, we’ll give you a call to learn more about your business and bookkeeping needs. On this call, we’ll connect your accounts to Bench, and gather any extra documentation we need to complete your books.

Once we have everything set up, we’ll complete a month of your bookkeeping in 1-2 days. Our bookkeepers reconcile your accounts, categorize your transactions, and make necessary adjustments to your books. The end result is a set of accurate financial statements—an income statement and a balance sheet.

When your financial statements are complete, we review them with you on the phone. This call is an opportunity for you to ask any further questions you may have about our service before you make a financial commitment to Bench.

Nope! We only collect your payment info if you decide to continue with our service. Your trial is 100% risk-free—no surprise auto-billing.

Bookkeeping and Accounting

Bookkeeping gives you a crystal clear picture of where your money is coming (and going.) When your books are up-to-date, you get an accurate measure of your business’s health, and can make smarter financial decisions.

Having accurate books pays off at tax time, too. When your bookkeeping is up-to-date, you avoid scrambling to get caught up before the tax deadline, or missing out on any deductions.

Free Guide: The ROI of Hiring a Bookkeeper

Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant.

Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.

You can also book a call with your bookkeeper (or send them an in-app message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

Learn how Bench bookkeepers handle your bookkeeping

Once we receive all of your documents, we’ll complete your bookkeeping for the month within 15 business days. This gives us enough time to make any necessary adjustments before the end of the month.

Yep! You can add any amount of Catch Up bookkeeping to a standard Bench plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.

Learn more about catch up bookkeeping

This depends on how many months of Catch Up bookkeeping you need, but typically it takes us about 2-4 weeks to complete one year’s worth of overdue bookkeeping.

Learn more about catch up bookkeeping

Bookkeeping is the process of recording daily transactions in a consistent way, and is a key component to building a financially successful business. Bookkeepers take care of the day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll.

Accounting is a high-level process that uses financial information compiled by a bookkeeper or business owner, and produces financial models using that information.

Further reading: The Difference Between Bookkeepers and Accountants

We provide the majority of our clients with a modified form of cash basis bookkeeping. With this system, we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card.

We can complete some basic accrual adjustments like tracking accounts receivable and/or accounts payable through a specialized bookkeeping team. If we are recording basic accrual adjustments for you, revenues and expenses are recorded when they’re earned throughout the year, regardless of when the money is actually received or paid. At year end we will remove these accrual elements to ensure your bookkeeping is adjusted back to modified cash basis.

Please note that we do not perform full accrual basis bookkeeping.

If you’re unsure if cash basis bookkeeping will work for your business, talk to us. We’d be happy to understand the needs of your business and determine if Bench is a good fit for you.

We don’t offer any of those services, but we do partner with other companies (like Gusto and Freshbooks) that specialize in different areas of business admin.


We can, yes! If you sign up for Bench Tax, we’ll prep and file your taxes for you.

With Bench Tax, we connect you to a licensed tax professional from Taxfyle. Once we complete your year end financials, we send them to your tax pro. They’ll get to work on your return. When it’s ready, we’ll reach out to you for the “all clear.” Then, we’ll file your taxes and pull funds directly from your account to pay any applicable taxes.

And since tax time stress isn’t limited to tax season, we offer year-round tax advisory services. Our licensed in-house tax professionals are on hand for all your tax planning needs. With check-ins throughout the year, your Tax Pro leaves no deductions behind.

But if you don’t go with Bench Tax, we’ve still got you covered. A Year End Financial package that contains everything you need to file comes standard with every Bench plan.

If you have a CPA, we’ll work with them directly. We can even give your CPA their own Bench login, so you don’t have to worry about emailing back and forth or sending them your files.

To start, the Bench Onboarding Team will walk you through the Taxfyle platform, help you provide your tax documents, and make sure that we have an accurate understanding of your tax situation. Meanwhile, your Bench Bookkeeper will be at work wrapping up your Year End Financials.

When your financials are complete, your Tax Coordinator will connect you with a licensed Tax Professional, who will work with you to complete your returns and remit any required payments. When tax time comes, they’ll remind you of any outstanding documentation, and provide your Bench Financials to your tax preparer at Taxfyle with plenty of time for you to meet your filing deadlines Bench message feed. Once your tax filings are wrapped up, our Tax Professionals will set up a tax planning call with you to make sure that you’re getting the most out of your tax return for the current year.

Both Bench and Taxfyle are SOC 2 compliant organizations. We take every possible measure to keep your data secure, and do not share your information with external parties. Learn more about Bench Tax.

Your Bench Tax subscription covers personal income tax filing and the annual tax filing for your business both federally and with all applicable states. We will handle all of your applicable annual state income and franchise tax returns. However, we do not cover Payroll Taxes or State Sales and Use Taxes.

Yes, all Tax Professionals that we work with at Bench Tax and Taxfyle are fully licensed and IRS compliant. These licenses can vary between CPAs, IRS Enrolled Agents, and Tax Attorneys - each of these licenses is granted the same authority for Tax Preparation by the IRS.

Bench Tax currently does not complete tax filings or tax planning for nonprofits, businesses with shareholders who are not US citizens, or personal income taxes for non-US citizens.

Integrations and Add-ons

QuickBooks and other bookkeeping software give you a tool to do your own bookkeeping. Bench does your bookkeeping for you.

With Bench, you get a team of real, expert bookkeepers in addition to software. You’ll always have the human support you need, and an app to access your up-to-date financials.

Free Guide: Bench vs. Quickbooks

We don’t sync your data from any other bookkeeping software.

When you sign up for our service, we’ll take bookkeeping off your plate completely—which means you won’t need to use any other software with Bench. We connect with your business accounts to view your transactions. We use that data as our source of truth, and make all adjustments in the Bench app.

Free Guide: Bench vs. Quickbooks

If you’re switching from QuickBooks, we’ll work from your closing balances to do your bookkeeping going forward.

If you’re not sure whether your closing balances are accurate, we recommend chatting with one of our Onboarding Specialists about Catch Up bookkeeping.

Free Guide: Bench vs. Quickbooks

We connect with Stripe, Square, Shopify, PayPal, Amazon, and others. By connecting your payment processor, all of your transactions are automatically synced to Bench.

Yes! We connect with most major banks in North America. Connecting your bank account gives your bookkeeping team access to your transaction history and account statements—nothing more.

Bench software

We use our own proprietary software to complete your books. You won’t need any other software to work with Bench—we do everything within the app.

Take a closer look at the intuitive Bench platform

We do! Bench for iPhone is available in the App Store. Android users can access their financials using their mobile browser.

We connect your bank and merchant processor accounts to Bench for seamless data transfer. So, for the most part, we’ll have all of the transaction information we need to do your books.

There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as dragging and dropping a file. We’ll take care of the rest.

Take a closer look at the intuitive Bench platform

We don’t require any of your previous bookkeeping to complete work going forward, which means we won’t do a full import of your books into Bench. That said, we recommend keeping any previous bookkeeping on hand in case you need to make adjustments around tax time.

Instead of importing your books, we use your bank statements as our source of truth. Send us your latest balance sheet and income statement, and you’re all set.

Within the Bench app, we protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption you’ll find with online banking and online shopping.

Every Bench employee goes through a rigorous screening process, including multiple interviews and a criminal record check.

About Bench

Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.

We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.

Your Bench Tax team consists of a Tax Coordinator and Tax Expert from Taxfyle, plus access to our in-house Tax Professionals.

All of our bookkeepers work out of our Vancouver headquarters. We don’t outsource your bookkeeping, and we never will.

Bench bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.

We’ve been in business since 2012.

We serve over 10,000 small business owners across the United States. You can find real reviews from over 400 Bench clients here.