Plans built with
your business in mind
Elevate your bookkeeping, tax, and catch-up services seamlessly with our adaptable platform. From foundational bookkeeping to intricate tax solutions, tailor your plan to fit perfectly. Starting with just one service? We've got you covered.
& Up
Suitable for solo entrepreneurs or small businesses with low transaction volume.
- Automated Bookkeeping
- Cash Basis
- Standard COA
- Uplinq Accounting System
- Year End Financial Docs
- Dedicated Bookkeeper
Schedule demo
& Up
For growing businesses with an increasing transaction volume. A good solution for business with more complex needs.
- Everything in the Starter Tier
- Cash or Accrual Basis
- Custom COA
- QBO Accounting System
- Free Tax Consultation
- Quarterly Financial Review
Schedule demo
& Up
For large businesses with a significant transaction volume. A great choice when you have specific accounting needs outside of core bookkeeping functionality.
- Everything in the Growth Tier
- Complex Accrual Support
- Job Costing Support
- AR/AP Support
- Property Costing Support
- Monthly Financial Close
Schedule demo
For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.
- Everything in the Scale Tier
- Custom Transaction Classification
- Manual Data Entry
- Multi-Location Support
- Multi-Entity Support
- Controller Services
Schedule demo
& 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)
- Deduction Monitoring
- COA Compliance Review
- Year End Financial Package
Schedule demo
& Up
This is our most popular offering as it includes fixed asset support and annual tax planning.
- Everything in Essential Tier
- Annual Tax Planning Meeting
- Fixed Asset Gain/Loss Support
- Depreciation Deduction Maximization
- 5 Year Return Backup
Schedule demo
& Up
For businesses focused on tax optimization strategies; this plan incorporates quarterly tax strategy meetings.
- Everything in Peace of Mind Tier
- Quarterly Strategy Meetings w/ Ongoing Support
- Deduction Monitoring
- Quarterly Estimated Tax Calculations
- IRS Notice Support*
Schedule demo
For individuals with one or multiple businesses, or who’d like the confidence of a professional managing their personal tax filing.
- Everything in Peace of Mind Tier
- Mulit-Entity support
- Personal Federal Fiing
- Personal State Filing
- Personal Tax Planning
Schedule demo
of Catch Up
Best for businesses that are behind on their filings and want clean books, but don’t need assistance with personal or business tax filings.
- Income Statement
- Balance Sheet
- Trial Balance
- Journal Entry Summary
- General Ledger
Schedule demo
of Filing
For business that need to catch up on their books, and would also like the convenience of their tax filing’s completed
- Everything in the Catch Up tier
- Federal & 1 State Filing
- Financial Diligence Review
- COA Compliance Review
- Free Tax Strategy Consultation
Schedule demo
Want to get into the details?
Real-time
bookkeeping
Wave goodbye to endless meetings with your bookkeeper. With Uplinq's real-time bookkeeping, your financial records are always current and accurate, letting you focus on running your business.
Interactive
financial insights
Unlock the power of interactive financial insights with Uplinq. Make data-driven decisions effortlessly, without sifting through spreadsheets or complex reports.
Catch Up
bookkeeping
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Seamless year
end experience
Experience a hassle-free year-end with Uplinq. Our precision-driven approach ensures that your books are accurate and up-to-date, making your year-end financial wrap-up smooth and effortless
All-in-one
tax filings
Streamline your financial life with Uplinq's integrated tax filing tool. Designed to handle both personal and business taxes, our platform brings simplicity and efficiency to your tax season.
Crucial tax
consulting
Unlock your full tax-saving potential with Uplinq's specialized tax consulting services. Our team of experienced Tax Advisors will work closely with you to develop tailored strategies that optimize your business and personal tax returns.
Frequently Asked Questions
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 is available to resolve any questions or concerns you may have. We aim to respond to all inquiries within one business day. For additional information, please visit our pricing page.
Who can benefit from Uplinq’s services?
Our client base is diverse, including over 500 organizations across various sizes and sectors. We excel in supporting high-growth tech startups, e-commerce platforms, professional service providers, and non-profit organizations, among others. Contact us to determine if Uplinq is the ideal solution for your business needs.
How does Uplinq complete bookkeeping?
We rely on our in-house, proprietary software to manage your bookkeeping tasks. With Uplinq, there's no need for additional software; all operations are conducted seamlessly within our platform. If you’re using a different accounting tool (like QBO) and wish to keep your accounting data there, we can maintain that account for an additional fee.Reports generated on the Uplinq platform can be easily exported to Excel format, facilitating convenient sharing with stakeholders such as business partners and accountants.
Do you offer both accrual and cash bookkeeping? What’s the distinction?
We support both accrual and cash-based bookkeeping methods. Cash bookkeeping records financial events based solely on actual cash transactions. In contrast, accrual bookkeeping provides a more comprehensive view, recording transactions when revenue is earned or expenses are incurred, regardless of cash flow. Most larger enterprises prefer the accrual method, and we initiate accrual bookkeeping from day one to ensure a seamless transition as your business grows.
Do you support international companies?
We offer our services to U.S.-based entities, irrespective of your global location. If your U.S. company has foreign subsidiaries, we can also provide consolidated financial reporting. However, we currently do not extend our services to entities based outside of the United States.
Do you support entrepreneurs with multiple businesses?
Absolutely. In fact, over 30% of our clients manage multiple businesses through the Uplinq platform. We've engineered our platform to excel in multi-entity management. To discuss how Uplinq can best serve your unique needs, we invite you to contact our sales team for more information.
How is pricing structured?
We prioritize clarity and transparency in our pricing model. After evaluating various approaches, we've developed a system based on a combination of your business size and the specific services required. This approach allows us to gauge the complexity of your financial needs accurately. To pinpoint the most suitable Uplinq plan for your business, we also take into account the number of financial institutions involved, transaction volume, and required support hours.
Do you provide discounts for pre-revenue startups?
Yes, we understand the financial constraints of pre-revenue companies and offer special pricing to support your growth journey. Please reach out to us for more details on customized packages tailored to meet your needs.
What is the cancellation policy? What happens if I’ve prepaid annually?
Your subscription remains active until the end of your current billing cycle. If you choose not to renew your annual subscription, simply inform us 30 days before it expires, and we will cease billing for the subsequent cycle.
Can I opt for a month-to-month agreement?
Yes, Uplinq does provide the option for month-to-month agreements. Please note that due to the intensive work involved in setting up your bookkeeping and tax solutions during the initial 90 days, these agreements come with higher monthly fees and require an onboarding charge.