How to Navigate the Bench App Bench Help Center

01 Apr How to Navigate the Bench App Bench Help Center

Fincent is highly similar to Bench, in that you can access a team of live bookkeepers – not an AI tool. The difference is that their plans also include invoicing, payments, and expense tracking. While Bench offers both Accounts Payable and Accounts Receivable support, these are add-ons, under “Specialized Bookkeeping”. Pricing is competitive and doesn’t change based on your business’s annual revenue. Other companies offering similar services adjust pricing upward as your business grows, making managing it more expensive. Discover why Bench accounting is a top choice for small businesses in 2023.

Getting Started

If you’re looking for an all-in-one bookkeeping and payroll tax management solution, Bench isn’t for you. Bench offers basic financial reporting with an income statement and a balance sheet. You’ll find your Profit and Loss statement and Top Expenses in your Overview tab.

Bench Accounting Review: Features, Pricing, & Alternatives

These include seamless integration with popular financial tools like Stripe, PayPal, and Shopify, enabling a comprehensive view of your financial data. Bench also provides tax season support, helping to prepare your documents for filing and ensuring you maximize deductions and credits. When evaluating whether Bench is a good service, customer reviews and testimonials are essential metrics. Many users highlight the convenience and professionalism of Bench’s bookkeeping services. Customers often praise the ease of use and how the service saves them significant time and effort.

Features and Integrations

The Bench Accounting login provides access to a clean and intuitive dashboard where users can view their financial data and reports. The interface is designed for ease of use, ensuring that even those with little accounting experience can navigate it effectively. Detailed charts, graphs, and summaries offer quick insights into your business’s financial health, aiding in better decision-making.

Each month, your existing bookkeeper will continue to organize your business transactions and get to work on your books. Come year-end, they’ll compile a tidy tax package that contains everything we need to file—and give you a year-in-review snapshot of your business. Occasionally, we may need additional documents, such as account statements or receipts, to ensure the information we have is accurate. Sharing files with your bookkeeping team is quick and easy—just upload the document, and we’ll handle the rest. Not sure where to start or which accounting service fits your needs? Our team is ready to learn about your business and guide you to the right solution.

These tools serve as supplementary aids when your primary digital tools highlight discrepancies that need a manual check. Sign up and get a free month of bookkeeping, valued at $299. Pricing starts at $10/month for 40 invoices and 40 estimates, and scales to $30/month for unlimited invoices and estimates.

Catch Up

This makes it an ideal solution for business owners who want to handle everything from one place. You’ll pay $200/month (or more depending on monthly revenue) plus a one-time cleanup fee in addition to your monthly QuickBooks subscription. That said, it’s easy to get support if you’re not logged into your Bench account from the Homepage – all you have to do is go to the site’s footer to get to more resources. ” or “I sell products online and I am not sure if I should be charging sales tax.

While there are some nuances with data uploading and categorization, the team is responsive and helpful. Book a call with a client sales representative who will be happy to answer any questions you have about Bench Tax and confirm that it’s a good fit for your business. Granted, it was during standard business hours, so I am unsure of how it would work outside that timeframe.

• The price, however, is too much for someone who is self-employed or a small business owner with limited transactions.
• Learn more about Bench, our mission, and the dedicated team behind your financial success.
• Message your team any time, or book a call whenever you like.
• Bench gives you a dedicated team so you have a direct line to your own experts on desktop or mobile–professional support is just a few swipes, taps, or clicks away.

We’ll set up or migrate your business finances to our bookkeeping system that makes keeping your books easy. Deciding to use cash or accrual accounting is a crucial consideration for small businesses, as each method offers distinct advantages … If you’re already using Quickbooks Online, but want the added advantage of a real bookkeeper to help you along the way, you may want to consider QuickBooks Live Bookkeeping. While many reviews speak highly of Bench and how it lets them focus on running their business, some complain of missed deadlines and slow feedback from their bookkeepers. Bench offers 1099 reporting, with year-round reports available. Any 1099 transactions are categorized according to date, details, and the payee name, so it’s easier to process with the IRS when the time comes.

• Book a call with a client sales representative who will be happy to answer any questions you have about Bench Tax and confirm that it’s a good fit for your business.
• Granted, it was during standard business hours, so I am unsure of how it would work outside that timeframe.
• And unlike other services, we never limit support based on business size.
• Sharing files with your bookkeeping team is quick and easy—just upload the document, and we’ll handle the rest.
• If you’re just testing something to see if it will work for you, connecting all your bank accounts is quite a hassle, only to discover later it’s not what you expected it to be.

Bookkeeping with Bench

Bench Accounting is a bookkeeping service designed to help small businesses manage their financial records with ease. By offering both software and human expertise, Bench aims to simplify and streamline the bookkeeping process. Their services are particularly attractive to entrepreneurs and high-growth businesses who need reliable and efficient bookkeeping solutions. Starting a bookkeeping function for your growing business requires essential bookkeeping equipment and tools to ensure efficiency and accuracy. Investing in the right hardware, software, and office supplies can make a significant difference in how seamlessly your bookkeeping tasks are managed.

I tested it with Stripe, and it worked well, but as with my bank account, it did take some time to pull in all the information and categorize it. It allowed me to suggest a new category where I saw relevant and save the note for bookkeeper review. Overall, for the small business owner on a budget, Bench is a great solution to your bookkeeping woes.

Bench helps small business owners like you save time and money doing your bookkeeping and income taxes. After a thorough review, it is evident that Bench is a well-rounded service that brings efficiency and accuracy to financial management. Their platform’s user-friendly interface and strong customer support, reflected in numerous positive reviews, highlight their commitment to quality service. The various pricing packages offer flexibility, making it accessible to a wide range of businesses. The first step is securing essential hardware like a reliable computer. A system with adequate processing power, memory, and storage is necessary to handle bookkeeping software and large data bench accounting login files.