Uplinq
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About
Uplinq offers comprehensive bookkeeping and tax solutions for small businesses by automating financial tasks, ensuring compliance, and optimizing outcomes. Their platform provides real-time bookkeeping, easy integrations with accounting tools, and a combination of AI-driven insights along with human expertise. Uplinq supports businesses of various sizes and includes multi-entity management features, catch-up services for overdue accounting, and specialized tax consulting options.
Platform
Features
• automated bookkeeping
• customizable services
• catch-up bookkeeping services
• human oversight for accuracy
• easy integrations with financial accounts
• real-time peace of mind
FAQs
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 can benefit from Uplinq’s services?
Our client base is diverse, including over 500 organizations across various sizes and sectors.
Do you support international companies?
We offer our services to U.S.-based entities, and can provide consolidated financial reporting for U.S. companies with foreign subsidiaries.
Do you provide discounts for pre-revenue startups?
Yes, we offer special pricing to support the growth of pre-revenue companies.
Pricing Plans
Starter
USD250.00 / per month• Automated Bookkeeping
• Cash Basis
• Standard COA
• Uplinq Accounting System
• Year End Financial Docs
• Dedicated Bookkeeper
Growth
USD450.00 / per month• Everything in the Starter Tier
• Cash or Accrual Basis
• Custom COA
• QBO Accounting System
• Free Tax Consultation
• Quarterly Financial Review
Scale
USD700.00 / 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
USD100.00 / per month• Federal & 1 State Filing
• 5 1099’s
• Deduction Monitoring
• COA Compliance Review
• Year End Financial Package
Peace of Mind
USD250.00 / per month• Everything in Essential Tier
• Annual Tax Planning Meeting
• Fixed Asset Gain/Loss Support
• Depreciation Deduction Maximization
• 5 Year Return Backup
Tax Strategist
USD500.00 / 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
• Multi-Entity support
• Personal Federal Filing
• Personal State Filing
• Personal Tax Planning
Catch Up
Unknown Price• Income Statement
• Balance Sheet
• Trial Balance
• Journal Entry Summary
• General Ledger
Catch Up & File
USD1200.00 / per year of Filing• Everything in the Catch Up tier
• Federal & 1 State Filing
• Financial Diligence Review
• COA Compliance Review
• Free Tax Strategy Consultation
Job Opportunities
Data Scientist - Accounting Specialty
Automated bookkeeping and tax compliance solution for small businesses.
Benefits:
Remote work
Competetive compensation
Health benefits
+1 more
Senior Accountant
Automated bookkeeping and tax compliance solution for small businesses.
Benefits:
Remote work
Competetive compensation
Health benefits
+1 more
Senior Tax Preparer
Automated bookkeeping and tax compliance solution for small businesses.
Benefits:
Remote work
Competetive compensation
Health benefits
+1 more
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