Our team takes the time to deeply understand your business, answer your questions, help you link your accounts, and show you how Bench works.
Each month, your bookkeeper organizes your business transactions and prepares financial statements. If they need anything from you, they’ll get in touch.
We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.
Our platform allows you to automate data inputs from most major providers to avoid common mistakes. We partner with merchants like Gusto, Stripe, Shopify, and Square—so your finances are always accurate.
Say goodbye to piles of paperwork and time-consuming manual tracking—we automate inputs directly from linked accounts. Get insights from one central dashboard so you can easily understand the health of your business and make strategic decisions.
In the heart of North Carolina, small businesses in Charlotte are making a big impact, thriving amidst various sectors including banking and financial services, energy, and technology. At Bench Accounting, we aim to complement this dynamic business ecosystem with our innovative online bookkeeping services. Our intelligent software combined with the expertise of real, human bookkeepers makes financial management effortless for business owners. We not only manage your daily bookkeeping tasks, but also decode complicated local tax laws like the North Carolina Franchise tax, Sales and Use tax or the prepared food and beverage tax specific to Charlotte.
Our goal is to provide a streamlined, hassle-free bookkeeping experience for Charlotte's diverse businesses—whether you're running a cutting-edge tech startup near Uptown, a cozy cafe in Elizabeth, or a thriving manufacturing company off Wilkinson Boulevard. We not only make sense of your financial data but also formulate it into insightful financial reports. At Bench, what sets us apart is not just how we manage your books, but how our knowledgeable team constantly stays abreast of changes to the Charlotte, North Carolina tax laws and regulations, ensuring your business remains compliant, helping you understand your financial standing, and gearing you up for strategic growth. With us handling your books, you get to focus on what's most important - growing your business.
Shortly after you sign up, we’ll give you a call to learn more about your business and bookkeeping needs. On this call, we’ll connect your accounts to Bench, and gather any extra documentation we need to complete your books.
Once we have everything set up, we’ll complete a month of your bookkeeping in 1-2 days. Our bookkeepers reconcile your accounts, categorize your transactions, and make necessary adjustments to your books. The end result is a set of accurate financial statements—an income statement and a balance sheet.
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.
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.
Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.
We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.
Your Bench Tax team consists of a Bench Tax Coordinator and a Bench Tax Advisor.
QuickBooks and other bookkeeping software give you a tool to do your own bookkeeping. Bench does your bookkeeping for you.
With Bench, you get a team of real, expert bookkeepers in addition to software. You’ll always have the human support you need, and a mobile friendly platform to access your up-to-date financials.