Meet your dedicated bookkeeper
How ongoing bookkeeping works after onboarding — your point of contact, monthly cadence, and communicating in-app.
Meet your dedicated bookkeeper
Once your books are caught up and reviewed, you're handed from your onboarding specialist to a dedicated bookkeeper who maintains your books every month.
We're expanding this guide
More detail is on the way. Your specialist will introduce your bookkeeper as part of the handoff.
What this article will cover
- Who your dedicated bookkeeper is and how to reach them
- Your monthly cadence and what to expect each month
- Why we keep communication inside the Uplinq app
- How questions and comments get answered (and typical turnaround)
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