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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.