Numbers Matter is a Phoenix, Arizona firm offering monthly bookkeeping, payroll, sales tax preparation, business tax filing, and fractional CFO and tax planning services, led by founder and principal Chris Fallon.

Numbers Matter fits a Phoenix owner who wants a named principal and a physical office to visit, rather than a remote-only relationship. Their site publishes a founder with a stated multi-decade client history and a street address with set weekday hours. They fit entity-heavy situations too: their published return list spans individual (1040), S-Corp (1120-S), C-Corp (1120), non-profit (990), and estate or trust returns, so a buyer juggling several entity types can consolidate into one relationship.

Numbers Matter does not publish a monthly bookkeeping rate; their site states packages are flat-fee but customized to the business after a consult, so cost cannot be compared before a call. Tax preparation is priced separately from the monthly package, per return, with fees based on the number of forms, states, and entities involved, so total annual cost isn't knowable from their site alone.

Per their FAQ, tax preparation fees are based on the complexity of the return, specifically the number of forms, states, and entities. Individual returns typically start at $395 and business returns (1120-S/1120) start at $700. They state monthly bookkeeping and accounting is sold as flat-fee monthly packages customized to the business and tax needs, and they do not publish a rate for it. They state complex projects such as multi-year cleanups or S-Corp conversions are quoted upfront based on the scope of work.

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 FAQ states they handle Individual (1040), S-Corps (1120-S), C-Corps (1120), Non-Profit (990), and Estate/Trust returns, and that they are not financial planners. Their benefits page states that clients who file taxes with them are covered by a partnership with Protection Plus, that a client forwards any IRS or state notice to the firm, that the firm manages all correspondence with the state or IRS on the client's behalf, and that cases are handled by credentialed tax specialists described as Enrolled Agents and CPAs.

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 FAQ lists an office at 2942 N 24th St, Suite 114, Phoenix, AZ 85016, describes it as just north of Thomas on the west side with Suite 114 at the back of the complex, and gives hours of M-F, 9 AM to 5 PM. For bookkeeping access, the same FAQ instructs clients to log into their QuickBooks Online account, open Manage Users, and add the firm's email address as an 'Accounting Firm.' For tax documents they state they use Intuit Link, and they list Verifyle for secure messaging and year-round file sharing.

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.