Individual applicants only. Accounting firms should not solicit business based on this opening.
About Uplinq
We are an Arizona-based startup building software to automate bookkeeping and tax for small businesses. This wasn’t always our plan. When we started Uplinq, we wanted to help small businesses use their financial data to make timely business decisions, survive loan due diligence, and work with acquirers/investors. We tried solving these challenges directly to no avail and quickly realized they are all symptoms of a bigger problem: bookkeeping is hard, and SMBs hate doing it.
Since then we’ve been hard at work developing accounting technology for small businesses that is high-quality, real-time, and affordable. Our customers are dentists, restaurant owners, insurance agents, realtors - real people from all walks of life. Some tried to manage their books in QBO themselves and couldn’t keep up. Some paid a CPA firm too much for bookkeeping that only gets updated once a quarter. Some switched from companies like Bench and Pilot looking for better service.
We are a tight-knit team including CPAs, engineers, tax preparers, product designers, and marketers. We support each other, communicate openly, have fun at work, and all believe in Uplinq’s mission to help real people run their businesses better.
Things You Will Do:
- Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ’s platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ’s bookkeeping team.
- Support the development UPLINQ’s onboarding processes to ensure a frictionless client experience and an efficient internal process.
- Interact with high-value clients to ensure accounts are setup optimally for UPLINQ’s bookkeeping services.
- Communicate and meet with clients to answer questions, gather information, and explain financial data if needed.
- Collaborate with the team to create valuable technology solutions within the onboarding process.
- Share responsibility for testing the financial feasibility of future financial goals of the product.
First 30 and 60 Days:
- In the first 30 days you will
- Familiarize yourself with UPLINQ’s system and new onboarding process.
- Begin to co-run onboardings with our existing team.
- Drive company setup work with the support of our existing team.
- Identify pain points and solutions, both internally and externally, within the onboarding process.
- In the first 60 days
- You will begin to run and manage onboardings.
- You will own all company setup work.
- You will work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ’s evolving processes.
Must Have Requirements:
- Experience with onboarding or company setup of new bookkeeping clients.
- 3+ years of experience with cash and accrual bookkeeping.
- 3+ years of experience focused on public accounting for SMBs.
- Professionalism and customer service skills.
- Experience collaborating with product and/or software engineering teams.
- Critical thinking and problem-solving abilities — you are comfortable working with the unknown, learning, and solving bookkeeping challenges.
- Experienced and comfortable working in fast-paced environments with the ability to simplify complex data for company owners.
- The ability to communicate complex data in an understandable way.
- Exceptional organization skills.
- Willing to be mentored as well as mentor others.
Bonus Points:
- You have experience working with tax professionals.
- You have experience at an early stage startup.
- You are familiar with Plaid and other financial technology solutions.
- You have experience with dashboards and data analysis.
Other Qualifications:
Education:
- Bachelor’s degree in business, accounting, math, finance, or economics is highly preferred.
- Open to candidates without a formal education in the areas listed above, but with significant accounting experience.
Experience:
- 5+ years experience in public accounting or finance, managing accounting and financial operations.
- Significant experience with QuickBooks Online and adapting to new processes and software quickly.
Reasons to choose Uplinq:
- Work to build something you actually believe in and solve problems creatively.
- Unique growth and career opportunities of an organization that will scale rapidly.
- Apply critical thinking and explore solutions, no assembly line development.
- Respect for your contribution to a continually improving, collaborative environment.
- Own your work and outcomes in a supportive professional environment.
- The excitement of a product-led agile organization.
- A flexible balance between work from home and in-person collaboration.
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