Bookkeeping and Accounting for Social Workers

Looking for a bookkeeper and accountant for your social work practice? We handle your finances, so you can concentrate on supporting and empowering those who need it the most. Try us for free.

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How Bench works with social workers

Take the burden of bookkeeping off your social work practice! From income tax preparation to filing, let our team of experts backed by a powerful platform handle it all. Bench works seamlessly with social workers.

We get you set up

Our team dedicates itself to thoroughly comprehend your social work practice, answer all your queries, assist you in linking your accounts, and demonstrate how Bench could enhance your performance effectively.

We do your bookkeeping

Each month, your dedicated bookkeeper categorizes your social work-related transactions and prepares comprehensive financial statements. If they require any additional information from you, they’ll promptly reach out.

We deliver tax-ready financials

Our team of professionals are well-acquainted with the financial requirements of social work practices and will tailor their approach to suit your organization's specific needs.

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

Get fast, unlimited support from our expert advisors

Our team will keep you regularly updated on all your bookkeeping matters. Have urgent queries that can't be sidelined? As social workers, you rarely have the luxury of time. At Bench Accounting, we understand that. We promise to respond within one business day or sooner.

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screenshot of Bench support app

Guaranteed accuracy in every detail

Our platform enables you to streamline data inputs from principal providers, mitigating typical errors. We collaborate with industry-leading entities like Gusto, Stripe, Shopify, and Square—ensuring your financial documentation is always precise, even in the demanding field of social work.

See where you’re spending. Make smart decisions

Bid farewell to stacks of paperwork and labor-intensive manual documentation—we streamline inputs directly from association linked accounts. Gain insights from one unified dashboard so you can effortlessly comprehend the financial well-being of your social work operations and make informed strategic decisions.

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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 social workers

Social workers need to focus their time and energy on serving their communities, not worrying about their books. At Bench, we understand this need and offer bookkeeping services tailored specifically for the needs of social work professionals. This industry has unique bookkeeping challenges such as managing funding from various sources, tracking expense allocations, and meeting compliance of specific laws and regulations associated to non-profit or social enterprises. With Bench, these challenges are effortlessly managed. Our intuitive software paired with our professional bookkeepers provide an unrivaled solution for financial management in this specific field.

Moreover, Bench's team of expert bookkeepers are acutely familiar with the laws and taxes related to the social work profession. They can help navigate the complexity of tax-deductible expenses, grant reporting, and other fiscal responsibilities inherent to social work operations. We take care of your tax filing and preparation, ensuring you are compliant and taking advantage of all possible benefits. With Bench handling your bookkeeping, you can focus on what truly matters—helping others and advocating for change.

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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What specific expenses are tax-deductible for social workers?

As a social worker, you might be eligible for various tax deductions. Typically, expenses that are necessary, ordinary, and directly related to the nature of your work can be deducted. Some examples of potentially tax-deductible expenses for social workers include:

  • Work-related traveling expenses (car repairs, gas, public transportation costs).
  • Continuing education and professional development costs.
  • Job-related supplies and equipment.
  • Professional association dues.
  • Professional licensing fees.
  • Home office expenses (if you meet the IRS requirements).

It's always advisable to consult with a tax professional or a bookkeeper to understand fully how these deductions apply to your personal situation.

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How can accounting services help manage grants and funding for social work projects?

Accounting services can provide immense support in managing grants and funding for social work projects. Firstly, professional accountants can help in setting up systems that track and allocate funds accurately, ensuring financial accountability and transparency. Secondly, they can assist in preparing and submitting financial reports required by grant providers, ensuring compliance with funding terms and conditions. Thirdly, they also have the expertise to handle audits effectively. Finally, with their knowledge of tax laws, they can maximize grant usage while minimizing tax liability. This expert financial guidance can allow the social work professionals to focus on their primary mission – helping people.

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How can bookkeeping help keep track of billing for individual clients or social service organizations?

Bookkeeping can play an integral role in tracking billing for individual clients or social service organizations. Here's how:

<ul><li>Tracking Revenue: Regular bookkeeping helps in recording all incoming revenue from clients. This simplifies the process of sorting out who has paid and who hasn't.</li><li>Client Billing: By maintaining detailed client records, bookkeeping can assist in generating client bills, making sure no services or transactions are missed.</li><li>Managing Expenses: Bookkeeping ensures all business expenses are recorded, making it easier to analyze costs and make strategic business decisions.</li><li>Fulfilling Tax Obligations: It assists in calculating taxes owed accurately, helping you avoid penalties or fines.</li><li>Forecasting & Budgeting: Regular bookkeeping helps to understand revenue trends, which can make future budgeting and financial planning more accurate and effective.</li></ul>

With proper bookkeeping, individual clients or social service organizations can streamline their financial management, making their operations more efficient and successful.

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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 Social workers

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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