Individual applicants only. Bookkeeping 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.
About the Role
Our accounting team is seeking a dedicated and detail-oriented Accounting Specialist to enhance the efficiency and accuracy of our bookkeeping operations, focusing on our AI-driven bookkeeping and tax products. This role involves managing comprehensive accounting tasks and ensuring seamless operations through close interactions with both internal stakeholders and clients.
Our ideal candidate:
- has substantial experience in handling bookkeeping tasks, including categorization, job costing, reconciliation, etc.
- is adept at full-charge bookkeeping and using advanced accounting tools and systems such as, POS system (setup), QuickBooks Online (QBO) integration, and accounts receivable/payable work.
- has 3-5 years in both cash and accrual based accounting, with a preference for those with multi-client experience. Expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.
- supports company onboardings, regular reviews, month-end close, year-end close process, and other critical client lifecycle events.
- possesses strong communication skills to interact with clients, answer questions, gather information, and explain bookkeeping data clearly.
- is eager to drive continuous improvement in Uplinq's automated bookkeeping systems and contribute to our business intelligence solutions.
- preferably has a Bachelor's degree in business, accounting, or related fields.
This role is pivotal in supporting Uplinq's mission to redefine decision-making in bookkeeping and to provide revolutionary, AI-enhanced bookkeeping solutions that simplify the process, increase accuracy, and deliver superior outcomes for small businesses.
About Uplinq Accounting
At Uplinq, our accounting team consists of seasoned professionals with many years of experience in public accounting or finance, adept at managing complex accounting and financial operations. Team members exhibit a remarkable ability to adapt swiftly to new processes and software, ensuring our financial practices are both innovative and efficient.
Choosing Uplinq means committing to an organization where creativity and problem-solving are at the core of what we do. Here, you will work on meaningful projects that you believe in, within a product-led, agile framework that respects and values your contributions. Uplinq offers unique growth and career opportunities as the company is poised to scale rapidly. You own your work and outcomes in an environment that supports professional development through continual improvement and collaboration.
Key Projects and Achievements:
- Transaction Categorization Innovation: Partnered with our technology team to design and implement a cutting-edge tool that automates and refines transaction categorization, significantly streamlining accounting processes.
- Client Dashboard Development: Developed a comprehensive client dashboard providing a detailed overview of bookkeeping health with actionable insights, empowering clients in their financial decision-making.
- Closing Management System: Built from scratch, our internal closing management tool and process ensure efficient and accurate end-of-period financial adjustments, improving reliability and timeliness.
- Sophisticated Troubleshooting SOPs: Formulated advanced standard operating procedures for troubleshooting third-party data source issues, maintaining consistent data integrity and operational continuity.
We offer a work-from-home policy that caters to modern professional needs while maintaining team cohesion and effectiveness. Uplinq is the ideal place for those looking to make a significant impact in the FinTech space. Our team is close-knit, consisting of individuals with successful startup exits, extensive experience in the finance industry, and prestigious backgrounds in machine learning. This rich mix provides unparalleled mentorship and learning opportunities, positioning Uplinq as a prime setting for self-motivated go-getters ready to contribute to our success. If you're looking to develop as a professional in an environment where every contribution matters, Uplinq is where you want to be.
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