With Uplinq, you’re paired with a professional bookkeeper who can walk you through onboarding and make sure we get you the support your business needs. Our technology works behind the scenes to process and clean your data, and provide you with actionable insights.
Say hello to peace of mind.
Our advanced Uplinq AI processes transactions the second they hit our system, allowing us to categorize transactions and reconcile accounts with incredible speed and accuracy.
The Uplinq platform's real-time bookkeeping means your financial statements are always up to date for whatever you need.
Uplinq’s dedicated Accounting Team will be there to support your business along the way. For a one-stop experience, Uplinq can handle all of your business and personal tax needs as well.
Our advanced Uplinq AI processes transactions the second they hit our system, allowing us to categorize transactions and reconcile accounts with incredible speed and accuracy.
The Uplinq platform's real-time bookkeeping means your financial statements are always up to date for whatever you need.
Uplinq’s experienced Accounting Team will be there to support your business along the way. For a one-stop experience, Uplinq can handle all of your business and personal tax needs as well.
When you’re ready to take your tax needs to the next level, our all-in-one platform scales to fit your needs. You can ad tax filing, as well as more comprehensive tax solutions, to any bookkeeping plan. Want to start with Tax? Don’t worry, we support that too.
John A. Smith / CEO
I was overwhelmed by mountains of data and filings, but Uplinq offered a streamlined process that cut through the chaos. Getting this solved has been a game-changer for my business and a weight off my shoulders.
Dr. Casey Lynn / Owner
Dealing with multiple businesses across different systems seemed insurmountable, but Uplinq made it look easy. Their professionalism and swift process turned potential headaches into a hassle-free experience.
Max Johnson / Founder
After multiple years of unfiled tax returns, I was certain I'd be stuck in a paperwork nightmare. Uplinq changed all that with a clean set of financial statements — they were fantastic to work with, and their technology made the process a breeze.
Per Month & Up
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month & Up
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter Tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month & Up
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
Federal & 1 State Filing
5 1099’s (priced @ $6 after)
Financial Diligence Review
COA Compliance Review
Year End Financial Package
Per Month & Up
For growing businesses interested in decreasing tax liability. This package is blends savings with cost and includes tax filing services.
Everything in Essential tier
Tax Planning
Fixed Asset Gain/Loss Support
Depreciation Support
Free Tax Consultation
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
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.
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.
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.
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.
What sets Uplinq Tax apart is our commitment to tailored, efficient, and reliable tax solutions. Our seasoned Tax Advisors not only ensure timely preparation, review, and filing of your income taxes but also offer custom consulting services to optimize your business filings. Our enhanced tax solutions are designed to maximize your savings and provide peace of mind, knowing that you're fully prepared for any inquiries from the IRS.
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.
To get started with Uplinq, we employ a two-phase onboarding process designed to familiarize ourselves with your specific business needs and integrate you smoothly into our system. If you require "Catch Up" services for overdue bookkeeping or taxes, this onboarding period is crucial for gathering any additional data that may be needed to complete our tasks efficiently.
Get a step ahead with automated bookkeeping and tax solutions redesigned for the modern business owner. Welcome to Accounting made for the 21st century.