San Francisco Bookkeeping Services

San Francisco, meet your all-star team of bookkeepers. With online bookkeeping services and real human support, Bench is the expert financial solution your business deserves.

How Bench works with your San Francisco business

Get your bookkeeping, income tax prep, and filing done by experts—backed by one powerful platform. From startups to agencies, Bench works with San Francisco small businesses.

We get you set up

Our team takes the time to deeply understand your business, answer your questions, help you link your accounts, and show you how Bench works.

We do your bookkeeping

Each month, your bookkeeper organizes your business transactions and prepares financial statements. If they need anything from you, they’ll get in touch.

We deliver tax-ready financials

Our team of pros is familiar with California tax rules and will customize their approach to your business’ unique needs.

Here’s why San Francisco business owners like you trust Bench with their bookkeeping

Get fast, unlimited support from our expert advisors

We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.

women with headset and laptop sitting on the couch
screenshot of Bench support app

Guaranteed accuracy in every detail

Our platform allows you to automate data inputs from most major providers to avoid common mistakes. We partner with merchants like Gusto, Stripe, Shopify, and Square—so your finances are always accurate.

See where you’re spending. Make smart decisions

Say goodbye to piles of paperwork and time-consuming manual tracking—we automate inputs directly from linked accounts. Get insights from one central dashboard so you can easily understand the health of your business and make strategic decisions.

people doing their bookkeeping at a table
“After years of running a small agency without a bookkeeper, finding Bench has been amazing. I'm no longer filing a tax extension, and my accountants are amazed with the quality of Bench's year end reports.”

JEFF LIVNEY

,

AGENCY OWNER

“Bench has allowed me to focus on the things taht I actually love doing (designing and animating). The team is very friendly, easy to contact, and super helpful. I would recommend this service for any growing business.”

STEVE LUCIN

,

FOUNDER

We know bookkeeping for San Francisco based businesses

Whether you have questions around Gross Receipts Tax or understanding the California corporate tax rate, we know how to serve your business’ unique bookkeeping and tax needs. Depending on what kind of business entity you’re operating under, most businesses in the San Francisco-bay area are charged a California corporate tax, a California alternative minimum tax (AMT), and/or a California franchise tax.

If you’re a C corporation or LLC that elects to be treated as a C corp., your California corporate tax return is due on the 15th day of the 4th month after your fiscal year end, if you follow a fiscal year, and on March 15th if you don’t. We can help with tax preparation and planning to get you and your business ready to file, as well as answer any questions you might have around deductions and give you year-round tax advice.

Pricing plans that fit your business

Every plan comes with a dedicated bookkeeping team to handle your monthly books, and intuitive software to track your financials.

Choose Plan

Essential

Best for those looking for peace of mind and accurate financials done by professional bookkeepers.
$249/mo

billed annually

Dedicated bookkeeping experts
Accurate monthly books and year-end tax-ready financial packages
P&L, balance sheet and 1099 reporting
Unlimited communication with your bookkeeping team

Premium

Best for those looking for an all-in-one bookkeeping, tax advisory and income tax filing service.
$399/mo

billed annually

Everything in Essential plan
Dedicated team of licensed tax professionals to file your income tax return on time
Annual income tax filing for businesses (partnerships, S corps, C corps)
Annual income tax filing for individuals (sole proprietors, contractors)

Essential

Best for those looking for peace of mind and accurate financials done by professional bookkeepers.
$299/mo

billed monthly

Dedicated bookkeeping experts
Accurate monthly books and year-end tax-ready financial packages
P&L, balance sheet and 1099 reporting
Unlimited communication with your bookkeeping team

Premium

Best for those looking for an all-in-one bookkeeping, tax advisory and income tax filing service.
$499/mo

billed monthly

Everything in Essential plan
Dedicated team of licensed tax professionals to file your income tax return on time
Annual income tax filing for businesses (partnerships, S corps, C corps)
Annual income tax filing for individuals (sole proprietors, contractors)

Frequently Asked Questions

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What taxes do businesses pay in San Francisco?

Businesses in San Francisco are subject to California taxes. There are three types of taxes on businesses in California: corporate tax, alternative minimum tax, and franchise tax. Almost all businesses in San Francisco will have to pay at least one of these taxes, and in other cases more than one. We can help determine which taxes your business is subject to pay.

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Does San Francisco have a gross receipts tax?

Yes, San Francisco has a Gross Receipts Tax which varies depending on your business’ gross receipts and industry. Our team of experts can help you better understand GR and if this applies to you.

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How does the free month of bookkeeping work?

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.

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I’m behind on my books. Can you get me caught up?

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

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How do you receive my documents? Do I need to give you my receipts?

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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Who will I be working with specifically? Will I work with the same people every month?

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 Bench Tax Coordinator and a Bench Tax Advisor.

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What’s the difference between Bench and QuickBooks (or other bookkeeping software)?

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 a mobile friendly platform to access your up-to-date financials.

Free Guide: Bench vs. Quickbooks

Say goodbye to bookkeeping stress, San Francisco

Sign up for a Bench trial, and get one month free. If you decide to go with us, we’ll take bookkeeping off your plate—for good.

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