After you sign up to Bench, a member of our bookkeeping team will assist you in connecting all your financial accounts securely to our platform. This enables you and your Bench team to work together seamlessly from the start.

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Your bookkeeping team reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re accurate and tax-compliant. Occasionally we 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.

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You can also book a call with your bookkeeper (or send them a message) whenever you’d like. They’ll respond within one business day. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.

Unlike other bookkeeping solutions, we don’t remove your login access after your subscription has ended. That means you’ll never lose access to your data within our platform. All reports can be easily exported to an Excel file to share with your accountant or future bookkeeping provider.

Want to make the goodbye more permanent? We can fully wipe your data, too—at the end of the day, it’s your info and your call.

Yes! Personal federal and state income tax filings are included for sole proprietors in our Bookkeeping & Tax plan.

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For S-Corps, C-Corps, and Partnerships, you can add-on personal filing for 1 partner or shareholder for just $59/mo when billed annually or $69/mo when billed monthly.

After you sign up to Bench, a dedicated member of our team will assist you in connecting all your financial accounts securely to our platform. This enables you and your bookkeeper to work together seamlessly from the start.

Once you securely connect your financial accounts to the Bench platform, we’ll pair you with a dedicated bookkeeper.

Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re accurate and 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.

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.

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Every report accessible in the Bench platform can be exported to an Excel file for easy sharing with anyone from business partners to accountants.

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.

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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.

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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.

During your demo, we’ll walk you through the services included in each Bench bundle to determine which is the best fit for your business.