Bookkeeping - up to the minute
Our team is constantly monitor our automation, ensure your books are up to date when you need them, error free.
Regular updates and prompt responses
Expect routine contact from us with the latest on your bookkeeping status. Got an urgent question? Rest assured, you’ll get a response within one business day.
Year round support
Our in-house research team is available all year long, providing expert advice tailored to your small business — and this comprehensive support comes at no extra charge.
Dig into the numbers
From transactions to annual statements, every piece of financial data in the Uplinq solution is interconnected. Dig into your P&L and learn what’s driving your performance.
On-Demand Financials
At Uplinq, we believe bookkeeping is only as useful as its output, so we’ve spent time ensure transaction categorizations hit your books real time.
Multi-entity support
The Uplinq system has been built from the ground up to make viewing, analyzing, and consolidating multi-entity organizations a breeze. Kiss financial consolidation troubles goodbye.
Dig into the numbers
From transactions to annual statements, every piece of financial data in the Uplinq solution is interconnected. Dig into your P&L and learn what’s driving your performance.
On-Demand Financials
At Uplinq, we believe bookkeeping is only as useful as its output, so we’ve spent time ensure transaction categorizations hit your books real time.
Multi-entity support
The Uplinq system has been built from the ground up to make viewing, analyzing, and consolidating multi-entity organizations a breeze. Kiss financial consolidation troubles goodbye.
Make year-end comprehensive
The Year-End Financial Package includes precise notes and a broad view of your business details. Here’s what you’ll get:
Income Statement
Balance Sheet
Trial Balance
Journal Entry Summary
General Ledger
You can access your Year-End Financial Package in-app or download it as an Excel file. Curious about its format? Download a template now.
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 clients who prefer their data to be integrated with QuickBooks Online (QBO), we offer a modified real-time service. This means certain transactions may undergo additional review before finalization.
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.
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.
Certainly. Uplinq collaborates with top-tier industry tools to create tailored solutions that meet your unique business needs. For a customized approach that integrates additional functionalities like payroll, invoicing, or billing management, please consult with our sales team.
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.
The duration for catching up your historical bookkeeping depends on the volume of overdue records and speed at which we can receive them. Generally, if we receive all information in the onboarding, it takes us between 2-4 days to reconcile an entire year's worth of backlogged bookkeeping.
Bookkeeping is painful. It doesn’t have to be. Uplinq is focused on providing a better solution: global connectivity, simple onboarding, weekly financial updates, and a constant focus on providing businesses with value - not additional friction. Welcome to bookkeeping made simple.