Bookkeeping software built for agencies

Always know where your agency stands financially.

Real bookkeepers who learn your agency's cost structure, so your financials reflect what you actually earn, not just what flows through your account.

Talk with a real bookkeeperA real human, not a chatbot.
35,000+
businesses served
1m+
months of books completed
Direct integration with Stripe, PayPal, Gusto and more
4.2 from 1,331 reviews on Trustpilot
Agency financials
May 2026 · books reconciled
Up to date
Net profit · what you actually earned
$48,250▲ 12.4%
Net margin trend38%
Agency revenue (yours)$126,400
Client ad-spend pass-throughsseparated out
Who we work with

Different agencies. One ledger that gets it.

They look similar on a P&L but run on completely different cost structures, contractor mixes, and revenue rhythms. We built a specialised workflow for each.

Creative & branding

Know what you cleared after every production cost.

You win the project. Then you pay the copywriter, the photographer, the freelance designer, all out of the same account and across different platforms. By the time the engagement closes you've lost track of what went out. Bench tracks every provider payment against your actual revenue, so you know whether your agency made money, not just whether you stayed busy.

  • Project margin after every contractor payout
  • Production cost allocation per engagement
Digital marketing & PR

Your P&L is lying to you, and ad spend is why.

Client media buys flow through your account and inflate your top line. Influencer payments look like operating costs. Bench separates what's passing through from what's actually yours, so your financials reflect what your agency earns, not what you're moving around for clients.

  • Client ad spend separated from agency revenue
  • Influencer and creator payment tracking
  • Per-client margin reporting that reflects real agency income
What clients say

Agency owners, in their own words.

★★★★★
"I've been with Bench for many years and have nothing but good things to say about them. I think your experience depends on your personal bookkeepers but my books are usually done on time and I haven't had any issues. For the price, they are great!"
Digital marketing agency and business consultancy
★★★★★
"I moved over to Bench when my bookkeeper retired 5 or 6 years ago. Since then I've had several different bookkeepers which is time consuming as it takes a lot of back and forth for them to understand the business and get the categories right. However, I feel I want to rate my experience with Jane this past year. She's made all the difference in my experience. She is easy to communicate with and very quick to respond. She has implemented everything I have ask of her to tailor the reports to my needs. I hope Jane can continue to be my bookkeeper going forward for many years."
Healthcare-focused marketing agency
01Where do contractor totals come from at year-end?

For contractors paid through your bank, we categorize and total those payments through the year so you've got clean numbers ready for whoever prepares your 1099s. Payments run through Stripe or a payroll platform are already tracked and filed by those providers directly. Bench doesn't file 1099-NECs today.

02How do you handle ad-spend pass-throughs?

Pass-through treatment for client media spend isn't on by default, but it's something we can set up during onboarding if you flag it. Once it's configured, client media buys stay out of agency revenue so your gross margin and taxable income reflect what your shop actually earned. Worth raising on your intro call.

03What if we're behind a year on bookkeeping?

We do catch-up. Most agencies are 6 to 18 months behind when they start with us, and we typically clean it up in 2 to 4 weeks, including contractor reconciliation and retainer restatement.

04Do you do agency taxes too?

Yes, for clients on our standard Bench modified cash basis. Our current tax product isn't available for accrual-basis clients (including QBO pilot clients doing retainer reconciliation), so if you need accrual books you'll keep your tax preparer separate for now.

~ questions we hear from desks like yours ~

The honest FAQ.

Can you handle IOLTA trust account reconciliation?
We reconcile your IOLTA bank account against the bank statement each month and flag anything that doesn't match. Your internal client sub-ledger stays your responsibility, as it should under bar rules, and we don't certify compliance. Most attorneys pair us with their bar's trust accounting guidance for the rest.
How do you account for project-based retainers and pass-through expenses?
Retainers are tracked as deferred revenue and recognized as work is delivered, so you always know what you've actually earned. Pass-through expenses are categorized to keep them out of your taxable revenue. Unlike our competitors, we handle this without making you babysit a ledger.
Will you track my mileage and commission timing for me?
Mileage stays with you or your tax filer. We don't integrate with mileage apps, and we don't want to be the system of record for something the IRS expects you to log contemporaneously. Commission timing is a different story: we structure your books to absorb the lumpy nature of commission cycles, so every closing lands on the right line.
What about quarterly estimated taxes and S-corp distributions?
Quarterly estimates are part of our tax service, not the standalone bookkeeping plan. If you add Bench Tax, we compute them from your actual numbers instead of last year's guess. S-corp distributions are kept separate from owner's draw in your books either way, so your payroll provider and your filer stay aligned.
I'm behind on bookkeeping. Can you do catch-up before tax season?
Yes — catch up bookkeeping services for independent professionals are one of our specialties. Whether you need a full bookkeeping clean up going back one year or more, we rebuild your historical records month by month and get you fully compliant before filing deadlines hit. Most clients are fully current within a few weeks.
~ still have questions? ~

Talk to a Bench bookkeeper, no hard sell.

20 minutes. They'll answer the one thing your CPA hasn't. Bring a coffee.

Schedule Call
~ what you get ~

Everything you need to close your books, nothing you don't.

Dedicated bookkeeper

A real human assigned to your books, available by message and call.

Industry-aware software

Built around how attorneys, consultants, and agents actually get paid.

Monthly bookkeeping

Reconciled, categorized, and closed every month — no catch-up scrambles.

Year-end readiness

Clean books and statements your CPA can file from on day one.

Ongoing support

U.S.-based help when something changes, breaks, or you just need a sanity check.

~ the moment of truth ~

The missing deductions finder.

Two minutes. We'll estimate the deductions you're likely not tracking, and what they're worth in actual tax savings for your profession and revenue band.

Missing Deductions Finder Step 1 of 3 · pick your profession
№ 01
I'm a

№ 02
My annual gross is …

№ 03
Of these, I currently track:

Pick a profession above and we'll list the usual culprits.

Pick a profession and revenue band first.
~ here's what you're leaving on the table ~
Estimated deductions you're missing
$0

Based on benchmarks for your profession and revenue band.

Pick a profession and revenue band on the left to see your estimate.

~ from the desk of an independent professional ~
“Working with Bench has saved me so many times.”
Bria Hash · Founder, Black Women Sales Academy

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

Schedule today and we’ll do one prior month of your bookkeeping and prepare a set of financial statements for free.

Bench Accounting Consultation

See if Bench is right for your business.

With Bench, you get both: A dedicated bookkeeper and the powerful software to back them up.