How Bench works

Get the clarity and confidence your business deserves with the support you need to succeed.

Onboarding with Bench

  • Your success is our priority. We guide you every step of the way and set you up for long-term success.

What we do
Learn about your business with a personalized consultation
Guide you through the Bench platform with hands-on training
Complete your first month of bookkeeping and any purchased catch-up months
What you do
Share your business details through a quick questionnaire
Securely connect your financial accounts and tools for seamless tracking
Provide required documents to ensure complete, accurate reporting

Bookkeeping with Bench

What we do
Categorize most of your transactions
Deliver updated monthly financial reports
Proactively reach out when we need your input
Provide unlimited, expert support from real humans
What you do
Clarify anyunique or complex transactions when we need your help
Upload requested documents on a monthly basis
Inform us about changes to your business (like new loans, income sources, etc)

Tax filing and advisory with Bench

  • Add tax services to your plan to get additional income tax preparation and filing support, as well as year-round advisory.

What we do
Offer year-round support and advice for your tax questions
Use your year-end financial package to prepare your tax forms
Complete all necessary state & federal income tax forms
File your income tax return for you
Provide the amounts for your estimated tax payments
What you do
Complete the annual tax questionnaire to refresh your business details
Review and approve your IRS compliant year-end financial package
Promptly respond to requests from your bookkeeping and tax teams
Review and approve your draft tax return
Pay your estimated taxes and annual taxes
POPULAR ADD-ON

Back taxes piling up? Let bench help get your Bookkeeping caught up.

We simplify catching up on overdue books and taxes with dedicated support, helping you avoid IRS penalties and regain financial confidence.

Starting at

$199/month

Frequently Asked Questions

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Does Bench do all my bookkeeping tasks for me?

Our bookkeeping software and team of experts handle most of the work, making bookkeeping simple for you. However, there are some things about your business only you can provide, like uploading certain documents and sharing context for categorizing transactions. Each month, we may check in with you to ensure your books are accurate and your deductions are maximized.

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What happens if I take a long time to respond to my Bench team’s requests for information?

Timely responses help your bookkeeping team keep your books up to date and avoid delays. Staying on top of this ensures a stress-free tax season and gives you access to current financial insights, empowering you to make informed, impactful decisions for your business.

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Is it mandatory to connect my business accounts to Bench?

Connecting your accounts to Bench automates repetitive tasks like data entry, saving you time and effort. It eliminates the need for manual uploads, with your data appearing in your account instantly. This ensures your bookkeeping team can work efficiently, keep your books up to date, and help you get the most out of the service.

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Why does Bench still need me to upload documents even if my accounts are connected?

Occasionally, we may need additional documents, such as account statements or receipts, to ensure the information we have is accurate. Sharing files with your bookkeeping team is quick and easy—just upload the document, and we’ll handle the rest.

Join thousands of small business owners who trust Bench with their books

See what running a business is like with Bench on your side. Try us for free—we’ll do one prior month of your bookkeeping and prepare a set of financial statements for you to keep.