Bench V2
True or False: As of right now, clients can search for transactions on their side.
True!
Which of the following is NOT a PRO service?
1. Amazon FX
2. Employee Reimbursements
3. Unearned Revenue Tracking
4. Property Tracking
Amazon FX
CRT stands for what?
Client Research Team
OKR stands for what?
Objective and Key Results
Name the standard equity ledgers for an S-Corp.
Shareholders Distribution - Shareholder Name
Additional Paid-in Capital - Shareholder Name
Retained Earnings
In the new UI, which tab can clients click on to see their Pulse cash flow?
Trick Question! Pulse is no longer available. Clients can still connect their accounts to Plaid by clicking on Settings > Connections
Name our first Objective, and all three Key Results (including metrics, AND including our stretch goal for KR 1).
Obj: Finish Tax Season '22 earlier than ever before
KR1: >13% of clients with <0.50 CHI (stretch goal of 10%)
KR2: 40% Tax Docs collected
KR 3: 90% Tax adjustments entered
How many business days do we quote a client for 4 months of CU work?
10 Business Days (7 is our internal deadline)
For our Series C Fundraise, how much was the investment we received? (In USD)
$60 million
What is the KM template that requests specific tax return forms based on equity structures?
#tax
Which PRO service is no longer available for V2 clients?
Transaction Tagging
What is Talha's title?
Service Development Specialist, PRO
Define NPS, and identify where you can find your NPS for the month?
Net Promoter Score. Last column in the OM dash.
What is the most recent Curricula episode on?
Multi - factor
Name the Tax Return form # for all three:
1. Sole Prop
2. S-Corp
3. Partnership
1. Sole Prop - 1040
2. S-Corp - 1120S
3. Partnership - 1065
In the new UI, what is the TAB called that the client needs to click on in order to see their financial statements?
Accounting
~2 years ago, we tried to roll out a PRO service to Core. What was that PRO service?
Cash Rec!
What is our internal deadline to submit a Sole Prop/C-Corp client to CU with a scope of 12-23 months, if they're a Bench Tax client?
September 23rd (they need 10 BD to complete)
Who is our go-to Sales Tax partner/recommendation?
Tax Jar
You have a Sole Prop client that sells teddy bears through Amazon. Which ledger would you categorize income tax payments to?
Member Drawing
What are our 3 pricing packages under V2 pricing?
• Essential ($299 - without BT or tax advice)
• Premium ($499 - with BT and tax advice)
• PRO ($100 add-on)
In PRO, where do we get our exchange rates for our FX clients?
Google Finance
Name 5 PRO services that are either not eligible for Bench Tax, or need closing adjustments at year-end.
Accounts Receivable, Accounts Payable, Unearned Revenue, 3rd Party Revenue, Gift Card Tracking, Consignment Tracking, Client Reimbursement, Employee Reimbursement, Foreign Currency (if it holds a balance)
Name 2 of the 4 Bench founders (first & last name)
1. Ian Crosby
2. Jordan Menashy
3. Pavel Rodionov
4. Adam Saint
When will the QT be accepting Incomplete YERs for C-Corps and Sole Props?
October 1st