Services

Experts in your corner. Powerful software to back them up.

Meet your all-star team of small business experts. With online bookkeeping and real human support, it’s the expert financial solution your business deserves.

How OSmart works

We get you set up

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

We do your bookkeeping

Each month, your bookkeeper organizes your business transactions and prepares financial statements. If they need anything from you, they’ll get in touch.

We deliver tax-ready financials

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

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

Tax season, minus the stress

Tax-ready financials come standard with Bench. Need help filing? We do it for you with our Premium plan.

Powerful financial reporting

See how your business is doing, master your spending, and make smarter decisions with your money every step of the way.

Consistent check-ins
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.

Easy to schedule review calls
Book a call with your bookkeeper directly through the Bench platform. Whether it’s a year end review call or a monthly check-in, we’re always happy to talk shop.

Year-round support
Have complex questions? Our in-house research team is on hand year-round for expert small business advice—at no extra cost.

Unlimited expert support

They message me when they need things, and are quick to respond to my questions or concerns. They run a tight ship! Everything is so organized and user-friendly.

MICHELLE FALCO OWNER, FALCO COUNSELING

Laura Simms
I feel better knowing that professionals are handling my books so I can spend more time growing my business instead of monitoring nickels.

LAURA SIMMS CAREER CHANGE EXPERT

Ditch the tax filing stress

Accurate, tax-ready financials
Filing on your own? Working with a CPA? 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 CPA.

Forget about tax time stress
Ready to pass tax filing off to someone else? Our Premium plan connects you to a licensed pro ready to get you filed before the deadline hits.

Year-round tax support
Tax time stress isn’t limited to tax season. That’s why we offer year-round tax advisory services through our Premium plan. We’re on hand for all your tax planning needs, and we’ll make a custom tax plan that works for your business.

This is the first year where it’s tax season and I don’t feel anxious one bit.

DR. BUKKY KOLAWOLE FOUNDER/EXECUTIVE DIRECTOR, RELATIONSHIP HQ

Now that OSmart has a tax solution service, they’re a “one stop shop” for small businesses to manage their books and taxes while focusing on growth.

ALBERT LAMONT CEO, SWEATCAST.COM

Discover essential business insights in seconds

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

 

Forget about spending hours learning new software. The Bench platform makes it super simple to view your financials, update information, or check in with your team.

 

We protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption used by banks, so your account information in the Bench platform is always protected.

OSmart provides simple and clear graphics and information about my finances, allowing me to make informed decisions moving forward.

BECCA GRAHAM OWNER, FIT4MOM FORT WORTH

OSmart helps keep my business finances crystal clear. No more guessing, no more fumbling around in Excel sheets.

JUSTIN METROS PROPRIETOR AT RADIATOR

OSmart works with the best in small business