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

30-second calculator

How much is your agency leaving on the table?

Tell us your agency type and revenue band. We'll estimate the deductions you're likely not tracking, and what they're worth in real tax savings.

First, what kind of agency are you?

Each agency type has its own cost structure. We'll tailor the rest of the quiz.

What's your annual agency revenue?

A rough estimate is fine. We use it to size the impact.

Which of these are you tracking properly?

Be honest. "It's in QuickBooks somewhere" doesn't count as tracking.

Estimated deductions your agency is missing

$0

Based on benchmarks for your agency type and revenue band.

A Bench bookkeeper would catch these monthly, not the week before your CPA's filing deadline.

~ where the person is the product ~

A few professions look like sole props on the surface, and behave nothing alike on the books.

Three workflows, built specifically for the way you bill, expense, and pay yourself.

Built for solo and small-firm attorneys.

Small practices carrying outsized regulatory weight.

  • IOLTA bank reconciliation
  • Billable-hour income categorized
  • Malpractice, CLE, 1099 spend tracked

We work with 1,200+ attorneys

Built for independent consultants and advisors.

Strategy and technical consultants billing project or retainer.

  • Retainer income recognized as delivered
  • Pass-through expenses excluded from revenue
  • Home office and S-corp split cleanly

We work with 2,400+ consultants

Built for independent real estate professionals.

1099 real estate professionals running businesses on commission.

  • Closing-by-closing P&L per deal
  • MLS dues, staging, signage, TC fees
  • Marketing spend by channel

We work with 1,800+ real estate professionals

~ 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
~ 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

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.