1-800Accountant is a virtual accounting firm offering bookkeeping, tax preparation and filing, payroll, entity formation, and advisory services to small businesses, delivered through dedicated accountants and a proprietary platform called ClientBooks, with a separate mid-market line for larger clients.

Best fit is an owner-operator LLC or S-corp that wants the full tax and compliance stack from one firm: entity formation, EIN application, business and personal returns prepared together, quarterly estimated taxes, multistate sales tax guidance, payroll filings, and audit defense, all combinable with a core package. It also fits pre-revenue businesses needing formation help, and growing businesses wanting controller and CFO capacity from the same vendor without switching providers.

Fit breaks for a buyer who wants a price before a sales call, since their FAQ routes pricing through a consultant quote. It also breaks for anyone needing cash-basis books, since their published FAQ states ClientBooks currently supports accrual basis only, or anyone wanting month-to-month billing on the small-business line, where core tiers carry a billed-annually footnote and annual fees are non-refundable after 30 days per their terms.

Details are drawn from 1-800Accountant's public materials as of the verification date and may have changed since; confirm current terms directly with the company.

1-800Accountant's pricing page describes its top tier as including comprehensive tax preparation, strategic advisory, and full-service bookkeeping. Bookkeeping is also listed as one of four add-on categories, alongside entity formation, tax prep and advisory, and payroll, and they state these add-ons can be combined with any core service package. Published bookkeeping scope covers categorizing transactions, reconciling accounts, and preparing monthly financial reports, with catch-up bookkeeping for prior periods offered separately. Their FAQ directs pricing questions to a consultant quote rather than publishing per-tier or per-add-on costs.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

1-800Accountant's bookkeeping FAQ states that ClientBooks, its proprietary bookkeeping platform, currently supports accrual basis accounting, defined as recording revenue on the date a customer becomes legally obligated to pay. On existing software, the company states it works with common bookkeeping platforms and that ClientBooks is compatible with QuickBooks Online, Sage, and Wave. The service itself is delivered inside ClientBooks; the company does not publish a process for retaining or exporting an existing QuickBooks file.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

1-800Accountant's core small-business plans carry a stated billed-annually footnote, and the Small Business Bundle is described as a flat monthly rate billed annually. Its terms of service state that annual, bi-annual, and one-time fees are up to 90 percent refundable only within 30 days of the initial purchase date, less services rendered, and non-refundable after 30 days; monthly and quarterly fees are non-refundable prior to cancellation and are not pro-rated for partial months. Its separate mid-market line publishes a different policy: a 30-day satisfaction refund and month-to-month billing described as never locking clients into a contract. Which policy applies depends on which product line a buyer signs into.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.