Book Quarterly Calls with your Team

Whether you’re preparing for meetings with your investors or want to dive deeper into the financial health of your business it’s a common best practice to meet with your Bookkeeper or Tax Advisor at least once a quarter. 

How to book quarterly calls

Booking a call with your Bookkeeper

Bench makes it easy to schedule a call at a time that suits you and your schedule best. All Bench customers can book appointments with their Bookkeeper as many times as needed during the year.

• Log into Bench and select the book a call option in the top right corner

• A popup window will appear with your bookkeeper’s calendar. Select the type of appointment you're looking to book, then you'll see their availability.

• Select your timezone at the bottom of the popup window
• Select a date and time that works for you

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• Enter your contact information, and don't forget to answer the Specific items you would like to cover question so your bookkeeper can show up prepared. Click Schedule Event when you're done.
• A email will be sent to you confirming your call, and your bookkeeper will give you a call at the scheduled time

Pro Tip: Calls with your Bookkeeping team are unlimited and always free so you can schedule one whenever you need. 

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Booking a call with your Bench Tax Advisor

Bench Tax customers are able to book appointments with their Tax Advisor year-round as a part of our Bookkeeping & Tax plan.  If you're not a Bench Tax customer, but are interested in upgrading your plan, click here.

Here’s you can easily book a call with your Tax Advisor from directly within Bench.

• Head to the Tax Center and click Tax Filing & Advisory

•  Click on the Book a Call button.

• A popup window will appear with your Bench Tax Advisor's calendar. Select the type of appointment you're looking to book, then you'll see their availability.
• Select a date and time that’s convenient for you

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Pro Tip: During peak annual tax moments (March-April and Sept-October), our Tax Advisors are heavily focused on ensuring income tax returns are prepared, reviewed, and filed on time for all our customers. Booking tax return review appointments with your Tax Advisor during these periods is one of the best ways to get financial insights about how your business has performed over the last year. For more proactive tax advisory sessions that ensure your business is taking advantage of opportunities moving forward and throughout the year, we recommend booking quarterly appointments outside these busy periods when there's more availability.