1. We get you set up

First, we’ll introduce you to a dedicated accountant. They’ll get to know your business, show you how MY CFO Online works, and gather everything they need from you.

2. We do your bookkeeping

Each month, you upload your business transactions and we get to work on your books. If we need anything from you, they’ll get in touch.

3. We deliver reports

Track business health with real-time and monthly financial reporting. At tax time, we send a package with everything you need to file. Or, let us do it for you!

Unmatched Expertise

Get one-on-one support when you need it. We provide you a dedicated bookkeeper supported by a team of knowledgeable small business experts. We’re here to take the guesswork out of running your own business—for good.

Crystal clear financial statements and reports

See what your money is up to. Your income statement, balance sheet, and visual reports provide the data you need to grow your business.

Detailed expense tracking

Manage your spending like a pro. Tag transactions with labels like products, clients, location, or sales channel to see exactly how your business is performing.

Ditch the tax season stress

Get flexible tax time support

Filing on your own? Working with a CA? Either way, we’ve got your back. We send tidy tax time financials, so you can get filed fast. We’ll even work directly with your CA.

Forget about tax time stress

Ready to pass tax filing off to someone else? Bench Tax connects you to a licensed pro ready to get you filed before the deadline hits. And so there are no year-end surprises, our Tax Pros are on hand to provide year-round tax advisory services.

Catch up (without the stress)

If you’re feeling disorganized and way behind on your financials, don’t sweat it. We can get your overdue books caught up and organized for you.