Advisors Services

On-demand advisors to help you navigate the complexities of a growing business.

Leave the old ways behind

One-on-one expert support

You’ll receive unlimited 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.

One-on-one expert support

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

Monthly bookkeeping and unlimited expert support

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 Beyond 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 financial questions? Reach out to your bookkeeper directly through the message feed. They’re on hand year-round to help you out.

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.

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.

Discover essential business insights in seconds

Crystal clear financial statements and reports
See what your money is up to and get financial insights on your own timeline. Whether it’s an income statement, balance sheet, or real-time snapshot of your financials, Beyond’s visual reports will provide the data you need to grow your business.

Simple to use anytime and anywhere
Forget about spending hours learning new software. The Beyond platform makes it super simple to view your financials, update information, or check in with your team.

Year-round 1099 reporting
Get ongoing visibility with up-to-date 1099 transactions categorized with the date, details, and payee name—plus access to IRS forms for filing and educational content.

Increase your productivity with Beyond

We use Plaid, a safe and automated way to connect your financial accounts to Beyond. Once your accounts are connected, you’ll gain access to secure and powerful insights, while saving the time and effort of manually uploading your statements each month. Both Beyond and Plaid are SOC-2 compliant with security practices that meet or exceed industry standards.

Squeaky clean books

Powered by real bookkeepers

Your dedicated bookkeeping team
with 100+ hours of experience is
always just a DM away.

Never out of sight

Forward email invoices or upload
images of bills and see them magically appear in your books.

Export-ready reports

Gather deep insights around your financial
operations with readymade P&L statements,
balance sheets, and cash flow reports.

Get dedicated support

Our team of experts is here to help with whatever you need. Get in touch and we’ll answer any questions you have.

Tax-ready, all year long

Have a stress free tax season with your team of dedicated tax professionals focused on keeping you in compliance while maximizing your tax savings. No more extensions, taxes done right and on-time.

 
Simplified financials

We digitally reconcile your expenses each week and provide you with financial reports so you have clear visibility of your business’s financial health.

Why our clients love Beyond

“Beyond has transformed my back office management. With their diligent handling of bookkeeping and tracking, everything has become more efficient. 

Reinventing the way businesses do business.

Reinventing the way businesses do business.

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