Benjamin Koppel and Associates is a Chicago-based accounting firm. Its home page states it specializes in accounting support services for startups and small businesses and tax services for individuals, partnerships and corporations.

This firm suits an owner who wants one credentialed professional to scope the work around a specific situation rather than fit it into a standard package. Their services page states that everything they do is customized to the client because no two clients have the same needs, and their About page states they will question whether a service is necessary rather than perform it by default. Their home page presents the President's Illinois CPA license and CFA charter as part of the firm's offer, and their CFO page describes entity-structuring advice and a controller-level role for growing businesses.

The fit breaks for a buyer who wants to compare cost before making contact. No pricing figure appears anywhere on the firm's site; the About page directs prospects to call for a consultation with the phrase 'at a price you can afford,' and the contact page routes inquiries to call, text or email. Scope is likewise customized per client rather than defined in a published package, so neither cost nor deliverables can be confirmed without a conversation.

No figure appears on any page of the firm's own site. Their contact page directs prospects to call, text or email, and their About page states the firm can help with bookkeeping, tax prep, advisory and filings 'at a price you can afford,' directing readers to call for a consultation. Pricing is established through conversation rather than published in advance.

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.

Their site states both are part of their work. The home page states the firm specializes in accounting support services for startups and small businesses and tax services for individuals, partnerships and corporations. Their services page lists tax return preparation and compliance alongside accounting system implementation and financial statement preparation, and they run a separate payroll tax preparation page. The site does not state how tax work is packaged relative to an ongoing accounting engagement.

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.

Their CFO page states that outsourced controller or CFO work may suit a business whose sales are growing while the owner is unsure whether the accounting infrastructure can keep up. It describes that role as including maintaining the general ledger, standardizing charts of accounts across entities, reconciling asset and liability accounts, guiding staff bookkeepers, ensuring monthly financial reports reach management, and developing KPIs. Their services page states that everything they do is customized to the client, so the stated path is a broader, individually scoped advisory role rather than a published upgrade tier.

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.