Getting Started

Do you need my bank and credit card statement PDFs?

While Bench is able to import your transactions automatically, it’s a good idea to create a thorough set of books in case you are audited by the IRS. Keeping your statements with us will ensure everything is organized and readily accessible.

How can I speed up my bookkeeping?

In order to reconcile your accounts and close your books, we request that you send us your bank and credit card statements monthly. Once we have these statements, we guarantee your bookkeeping will be completed within fifteen business days. One common occurrence that slows this process down is mid-month credit card statements. For example, if the More...

What if I haven’t opened a separate business account yet?

We understand that getting a business up and running can be stressful and complex. It’s very common, early on, to use personal funds for business. Be sure to keep all your receipts. Bench will enter them into the app and track your contributions, so you’ll be ready come tax time.

How do I import my existing books into Bench?

Send your bookkeeper your most up-to-date balance sheet and income statement, and you’re all done. If you have further questions, your bookkeeper will help you with everything you need to get started.

Does Bench support cash basis accounting and accrual based accounting?

Bench only supports bookkeeping on a cash basis. This means that we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card. This is the simplest and most efficient way to manage your small business. Alternatively, bookkeeping can be done on an accrual basis. In this More...

How can I message my bookkeeper?

Go to Messages to contact your bookkeeper.  To book a call with your bookkeeper, go to Messages. Click the Book a Call button.