Bookkeeping and Accounting for Genealogists

Looking for a bookkeeper and accountant for your genealogy business? We handle your books, so you can dedicate more time to uncovering family histories. Try us for free.

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How Bench works with genealogists

Uncover your bookkeeping, income tax prep, and filing solutions with experts—powered by one robust platform. Bench intricately works just like genealogists do with your records.

We get you set up

Our devoted team takes the effort to meticulously comprehend your genealogy business, respond to your inquiries, assist you in connecting your accounts, and demonstrate how Bench simplifies your bookkeeping.

We do your bookkeeping

Each month, your dedicated bookkeeper arranges your genealogy business transactions and prepares detailed financial reports. If they require additional information or documents from you, they’ll promptly reach out.

We deliver tax-ready financials

Our team of experts is well-versed in the specific tax regulations related to genealogists and will tailor their approach to your business' distinct requirements.

Here’s why genealogists like you trust Bench with their bookkeeping and accounting

Get fast, unlimited support from our expert advisors

We will provide you with regular updates on your bookkeeping progress as a genealogist. Got urgent inquiries that require quick responses? Trust that we'll be back with a resolution in less than a business day.

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Guaranteed accuracy in every detail

Our platform simplifies the process of organizing financial data inputs, preventing common errors often encountered by genealogists. We collaborate with prominent platforms like Ancestry, MyHeritage, Findmypast, and more—ensuring your financial records are always accurate and up-to-date.

See where you’re spending. Make smart decisions

Wave farewell to stacks of historical records and hours spent manually tracing family ties—Bench Accounting simplifies your process by automating input directly from linked accounts. All your valuable data is collated in one central dashboard, providing a clear view of your genealogical research. This not only aids in easily understanding the connections and lineages you’re studying, but also empowers you to make calculated, strategic decisions. Trust Bench Accounting to streamline your genealogy efforts.

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Bench integrates with your favorite small business tools

We sync seamlessly with your financial accounts and tools to keep your books up-to-date and save you the time and effort of manually uploading documents.

Trusted by 25,000+ American small business owners

“Bench helped me replace QuickBooks, and save about 6 hours per month of horrible accounting work, which is priceless.”

CHRIS RONZIO

CEO, TRAINUAL
“This is the first year where it’s tax season and I don’t feel anxious one bit.”

DR. BUKKY KOLAWOLE

FOUNDER/EXECUTIVE DIRECTOR, RELATIONSHIP HQ
“Bench has lifted a giant weight off my shoulders and freed up my time so I can focus on earning money and working with clients, meetings and calls.”

HEATHER SHOLL

FOUNDER, THE VILLAGES GYM
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We know bookkeeping for genealogists

Bench understands the unique accounting needs of genealogists. There’s a great deal of specific work-related expenses, such as subscription services, travel, research resources, and certifications, that need careful monitoring and accurate recording. Additionally, genealogists often deal with complicated project-based revenues that present unique bookkeeping challenges. With Bench on your team, you can untangle this financial web with ease. Our intuitive software paired with real, human bookkeepers, proficient in industry-specific tax laws and common bookkeeping issues, will make your finances simple and approachable, freeing up more time for you to focus on unearthing ancestry and lineage.

Our mindful approach to accounting extends to understanding the frequent changes in laws governing data privacy and copyright issues involved in your profession. We meticulously ensure legal compliance while maximizing your tax deductions, an area that many genealogists struggle to navigate. Our expert team will review all the expenses you occurred throughout the year and help identify eligible tax deductions. At Bench, we make tax season painless for small business owners with direct filing and audit assistance. And just like you trace ancestry lines, we track all your financial details, providing you with clear and precise insights into your business earnings and growth.

Simple, straightforward pricing for everything your business needs.

Get bookkeeping, tax prep, advisory, and filing with Bench's powerful, easy-to-use platform.

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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As a genealogist, are there particular tax deductions I should be aware of when managing my books?

Yes, as a genealogist, there are specific tax deductions you should be aware of. Some of these could include costs related to research materials, travel expenses for genealogical research, professional memberships, home office expenses, computer and software, and advertising and promotional costs. Each country, and even states or provinces within those countries, will have specific rules, so we would recommend consulting with a Bench bookkeeper to ensure you're deducting everything accurately.

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What kind of accounting system is best suited for a genealogy business due to its specific nature?

For a genealogy business, the best type of accounting system would be cloud-based accounting software. This is due to the unique nature of genealogy businesses which often require location flexibility, involvement of various professionals from different areas, and the need for efficient data sharing. A cloud-based system provides convenient accessibility from anywhere and offers indispensable features for tracking expenses, invoices, and reporting, which can significantly simplify the bookkeeping process for a genealogy business. However, the specific choice may also depend on the size and other business needs.

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How should I properly manage and track expenses related to travel and subscriptions to various genealogy databases for my bookkeeping?

Managing and tracking of travel and subscription-related expenses can be broken down into a few steps:

  1. Create a Budget: It’s critical to establish a budget for travel and subscription services. This should take into consideration average travel costs, the price of various genealogy databases, and your income.
  2. Separate Personal and Business Expenses: Make sure to keep your personal and business expenses separate. This will simplify expense tracking and make your bookkeeping more accurate.
  3. Track Spending: Every time there’s a purchase made for travel or database subscription, it should be recorded. This provides an overview of expenses and allows for easier management.
  4. Organize Receipts: Maintain a file with all the pertinent receipts pertaining to travel and database subscriptions. Digital or physical records can both be effective.
  5. Use Accounting Software: There are many software programs that can help automate the bookkeeping process. These programs also allow you to easily categorize your expenses into different sections like 'Travel' and 'Subscriptions'
  6. Hire a Professional: Consider hiring a professional bookkeeper or accountant if tracking expenses becomes too complex.

Implementing these strategies can help you keep track of your expenses and maintain your bookkeeping with ease.

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Does Bench outsource bookkeeping?

Nope! All bookkeeping is completed in-house.

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Will I have one point of contact?

Your bookkeeper will be your main point of contact, but at times you might hear from another member of your team. This is usually when your bookkeeper goes on vacation, is sick, or otherwise unavailable.

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How much time each month will I have to spend managing my Bench account?

We handle the bookkeeping for you but sometimes we’ll need your input, especially at year-end. On average, expect to spend 15 minutes each month answering questions for your bookkeeper, or uploading supporting docs.

Bookkeeping Services for Genealogists

Discover how we can help you have better finances with a personalized demo from a Bench expert, ready to answer all your questions. Sign up as a customer today and get a free month of bookkeeping, valued at $299.

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