Uplinq
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About
Uplinq is a software and service company that uses AI to automate bookkeeping and tax processes for small businesses. Its features include real-time data updating, automated transaction categorization, discrepancy monitoring, and tax compliance. Uplinq offers various pricing plans, including Starter, Growth, Scale, Essential, Peace of Mind, and Tax Strategist plans. It also provides catch-up services for businesses with overdue bookkeeping or taxes. The company emphasizes its proprietary AI technology, real-time bookkeeping, and interactive financial insights.
Platform
Features
• automated bookkeeping
• tax compliance
• financial statement preparation
• real-time data updating
• us gaap compliance
• reconciliations
• discrepancy monitoring
• transaction categorization
FAQs
What is Uplinq? Are you a service or a software tool?
Uplinq is both a software and a service, providing you with the best of both worlds. Our cutting-edge technology platform is powered by the world's most advanced automation, and it's complemented by personalized services from industry experts, delivering an unparalleled bookkeeping and tax solution for your business.
Is support provided with Uplinq? Will I be able to talk to my bookkeeper?
Absolutely, support is an integral part of your subscription package. You will have direct access to a specialized accounting advisor who is available to resolve any questions or concerns you may have. We aim to respond to all inquiries within one business day. For additional information, please visit our pricing page.
Who can benefit from Uplinq’s services?
Our client base is diverse, including over 500 organizations across various sizes and sectors. We excel in supporting high-growth tech startups, e-commerce platforms, professional service providers, and non-profit organizations, among others. Contact us to determine if Uplinq is the ideal solution for your business needs.
How does Uplinq complete bookkeeping?
We rely on our in-house, proprietary software to manage your bookkeeping tasks. With Uplinq, there's no need for additional software; all operations are conducted seamlessly within our platform. If you’re using a different accounting tool (like QBO) and wish to keep your accounting data there, we can maintain that account for an additional fee.Reports generated on the Uplinq platform can be easily exported to Excel format, facilitating convenient sharing with stakeholders such as business partners and accountants.
Do you offer both accrual and cash bookkeeping? What’s the distinction?
We support both accrual and cash-based bookkeeping methods. Cash bookkeeping records financial events based solely on actual cash transactions. In contrast, accrual bookkeeping provides a more comprehensive view, recording transactions when revenue is earned or expenses are incurred, regardless of cash flow. Most larger enterprises prefer the accrual method, and we initiate accrual bookkeeping from day one to ensure a seamless transition as your business grows.
Do you support international companies?
We offer our services to U.S.-based entities, irrespective of your global location. If your U.S. company has foreign subsidiaries, we can also provide consolidated financial reporting. However, we currently do not extend our services to entities based outside of the United States.
Do you support entrepreneurs with multiple businesses?
Absolutely. In fact, over 30% of our clients manage multiple businesses through the Uplinq platform. We've engineered our platform to excel in multi-entity management. To discuss how Uplinq can best serve your unique needs, we invite you to contact our sales team for more information.
How is pricing structured?
We prioritize clarity and transparency in our pricing model. After evaluating various approaches, we've developed a system based on a combination of your business size and the specific services required. This approach allows us to gauge the complexity of your financial needs accurately. To pinpoint the most suitable Uplinq plan for your business, we also take into account the number of financial institutions involved, transaction volume, and required support hours.
Do you provide discounts for pre-revenue startups?
Yes, we understand the financial constraints of pre-revenue companies and offer special pricing to support your growth journey. Please reach out to us for more details on customized packages tailored to meet your needs.
What is the cancellation policy? What happens if I’ve prepaid annually?
Your subscription remains active until the end of your current billing cycle. If you choose not to renew your annual subscription, simply inform us 30 days before it expires, and we will cease billing for the subsequent cycle.
Can I opt for a month-to-month agreement?
Yes, Uplinq does provide the option for month-to-month agreements. Please note that due to the intensive work involved in setting up your bookkeeping and tax solutions during the initial 90 days, these agreements come with higher monthly fees and require an onboarding charge.
Why is Uplinq bookkeeping special?
Uplinq's bookkeeping service is exceptional due to its real-time data updating, which ensures you always have the most current financial insights at your fingertips. Our proprietary software utilizes advanced algorithms to automatically categorize transactions and monitor for discrepancies, allowing our expert bookkeepers to focus on addressing your specific needs. With Uplinq, you get a seamless, efficient, and highly accurate bookkeeping experience tailored to your business.
How can I work with my Uplinq bookkeeper?
Your bookkeeper focuses on ensuring the integrity and accuracy of your financial records. This includes reconciling accounts, categorizing transactions, and maintaining updated financial statements. Additionally, they make the necessary adjustments to keep your books tax-compliant and monitor for any data gaps. While we strive for a hands-off experience for you, there may be instances where your input is needed for specific transaction categorizations. Feel free to schedule a call or message your bookkeeper at any time. Support interactions come at no additional cost, and we're always eager to discuss your bookkeeping and financial reports in detail.
How often will my bookkeeping be updated?
If you're using Uplinq for your bookkeeping, your records are updated in real-time. As we obtain transaction data from your financial institutions, these transactions are immediately categorized. For businesses with more complex requirements, such as Accounts Receivable/Accounts Payable (AR/AP), additional verification steps may be necessary before transactions are published. In such cases, the bookkeeping typically lags by 7-10 days from the transaction date.
Is the accuracy of my books verified?
At Uplinq, we employ advanced algorithms designed to continuously monitor the integrity of your accounting data. Any discrepancies trigger specific action plans, allowing us to address common issues with a high level of precision. Thanks to this real-time monitoring, our bookkeeping team can concentrate on resolving any inconsistencies in your account rather than getting bogged down with manual tasks. This results in more accurate financial records and enhanced support whenever you require it.
Pricing Plans
Starter
$250.00 / Per Month• Automated Bookkeeping
• Cash Basis
• Standard COA
• Uplinq Accounting System
• Year End Financial Docs
• Dedicated Bookkeeper
Growth
$450.00 / Per Month• Everything in the Starter Tier
• Cash or Accrual Basis
• Custom COA
• QBO Accounting System
• Free Tax Consultation
• Quarterly Financial Review
Scale
$700.00 / Per Month• Everything in the Growth Tier
• Complex Accrual Support
• Job Costing Support
• AR/AP Support
• Property Costing Support
• Monthly Financial Close
Multi-entity & Scale
Unknown Price• Everything in the Scale Tier
• Custom Transaction Classification
• Manual Data Entry
• Multi-Location Support
• Multi-Entity Support
• Controller Services
Essential
$100.00 / Per Month• Federal & 1 State Filing
• 5 1099’s (priced @ $15 after)
• Deduction Monitoring
• COA Compliance Review
• Year End Financial Package
Peace of Mind
$250.00 / Per Month• Everything in Essential Tier
• Annual Tax Planning Meeting
• Fixed Asset Gain/Loss Support
• Depreciation Deduction Maximization
• 5 Year Return Backup
Tax Strategist
$500.00 / Per Month• Everything in Peace of Mind Tier
• Quarterly Strategy Meetings w/ Ongoing Support
• Deduction Monitoring
• Quarterly Estimated Tax Calculations
• IRS Notice Support
Personal
Unknown Price• Everything in Peace of Mind Tier
• Mulit-Entity support
• Personal Federal Fiing
• Personal State Filing
• Personal Tax Planning
Catchup Pro
Unknown Price• Income Statement
• Balance Sheet
• Trial Balance
• Journal Entry Summary
• General Ledger
Catch Up & File
$1400.00 / Per Year• Everything in the Catch Up tier
• Federal & 1 State Filing
• Financial Diligence Review
• COA Compliance Review
• Free Tax Strategy Consultation
Job Opportunities
Accountant
Uplinq uses AI-powered automation for bookkeeping and tax services for small businesses. It offers real-time updates, various pricing plans, and catch-up options for overdue work.
Benefits:
Remote work
Competitive equity & compensation
Health, dental & vision benefits
Paid parental leave
Unlimited PTO
Education Requirements:
Bachelor’s degree in business, accounting, or related fields (preferred)
Experience Requirements:
3-5 years in both cash and accrual based accounting
Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance
Other Requirements:
Strong communication skills
Eager to drive continuous improvement
Responsibilities:
Managing comprehensive accounting tasks
Ensuring seamless operations
Interacting with internal stakeholders and clients
Supporting company onboardings
Regular reviews and month-end close process
Show more details
Data Scientist - Accounting Specialty
Uplinq uses AI-powered automation for bookkeeping and tax services for small businesses. It offers real-time updates, various pricing plans, and catch-up options for overdue work.
Benefits:
Remote work
Competitive equity & compensation
Health, dental & vision benefits
Paid parental leave
Unlimited PTO
Show more details
Senior Accountant
Uplinq uses AI-powered automation for bookkeeping and tax services for small businesses. It offers real-time updates, various pricing plans, and catch-up options for overdue work.
Benefits:
Remote work
Competitive equity & compensation
Health, dental & vision benefits
Paid parental leave
Unlimited PTO
Show more details
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