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.

‍

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

‍

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 the platform.

‍

With Bench, you get a team of real, expert bookkeepers in addition to simple to use software. You’ll always have the human support you need, and a mobile friendly platform to access your up-to-date financials.

‍

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.

If you’re several years behind on your bookkeeping and taxes, you can get caught up and filed with Bench Retro.

We provide our clients with a modified form of cash basis bookkeeping. With this system, we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card.

‍

We can complete accrual adjustments like tracking accounts receivable and/or accounts payable, unearned revenue tracking, and more with our specialized accounting add-on. If we are recording accrual adjustments for you, revenues and expenses are recorded when they’re earned throughout the year, regardless of when the money is actually received or paid. At year end we will remove these accrual elements to ensure your bookkeeping is adjusted back to modified cash basis.

‍

If you’re unsure if cash basis bookkeeping will work for your business, talk to us. We’d be happy to understand the needs of your business and determine if Bench is a good fit for you.

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.

‍