Case Study: Cypress Capital builds a stronger, more transparent financial operation with Bench

Cypress Capital clarifies financials with Bench and serves 140,000+ entrepreneurs

Cypress Capital, a financial advisory firm founded by Kate Clark, faced the challenge of building a service business centered on deep client relationships rather than transactions. This philosophy required strong internal systems to support growth without sacrificing the personalized client experience. Founder Kate Clark also loathed the time-consuming and frustrating task of handling her own back-end bookkeeping, which took time away from running the firm and serving clients. To solve this, the firm implemented Bench's bookkeeping and financial reporting service.

Bench provided Cypress Capital with organized monthly financial reporting and a simple platform supported by a human element, which gave the firm a clear and consistent view of its financial position. This solution freed up valuable time for the founder to focus on clients and the long-term direction of the business. With Bench, Cypress Capital achieved greater operational clarity, allowing them to make confident decisions and maintain their relationship-driven approach as they scaled.

Cypress Capital