We don’t sync your financial data from any other bookkeeping 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 our easy-to-use platform.

QuickBooks, Xero and other do-it-yourself bookkeeping software give you a tool to do your own bookkeeping and taxes. Bench does your bookkeeping and taxes for you.

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.

We use our own proprietary software to complete your books. The Bench bookkeeping platform is easy-to-use and you won’t need any other software to work with Bench—we do everything within the platform.

Every report accessible in the Bench platform can be exported to an Excel file for easy sharing with anyone from business partners to accountants.

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 a 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.

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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. 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.

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

If you’re several years behind on your bookkeeping and tax filing, you can get caught up and filed with Catch Up Bookkeeping.

We use Plaid, which lets you securely connect your financial accounts to Bench in seconds. This feature saves you the time and effort of manually uploading documents.

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

We also support clients that use other merchant processors. We’ll work with you to connect accounts and pull the data we need to reconcile 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 uploading a file. We’ll take care of the rest.

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Yes, we’ll prep and file your taxes for you as part of our Bookkeeping & Tax plan!

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Once your bookkeeper completes your year end financials, your dedicated Tax Coordinator and Bench Tax Advisor will facilitate the preparation, review, and filing of your income tax 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.

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