Catching up on your books just got easier.
Turn months of messy books into clean, accurate financials in a fraction of the time. No endless spreadsheets, no manual entry headaches - just the organized historical books you need.
Book a demo
Welcome to the better way.
Our Proprietary AI bookkeeping system manages every aspect of the catch up process - meaning less work for you.
Experience AI powered books
Connect your accounts and customize your dashboard.
All in a click.
And start getting a full picture of your
finances the minute setup is completed.
Sync all your business financial accounts to your personalized dashboard in seconds.
Sync all your business financial accounts to your personalized dashboard in seconds.
Sync all your business financial accounts to your personalized dashboard in seconds.
Make running
your business simple.
I was overwhelmed by mountains of data and filings, but Uplinq offered a streamlined process that cut through the chaos. Getting this solved has been a game-changer for my business and a weight off my shoulders.
Dealing with multiple businesses across different systems seemed insurmountable, but Uplinq made it look easy. Their professionalism and swift process turned potential headaches into a hassle-free experience.
After multiple years of unfiled tax returns, I was certain I'd be stuck in a paperwork nightmare. Uplinq changed all that with a clean set of financial statements — they were fantastic to work with, and their technology made the process a breeze.
Need tax filing help too?
Don’t sweat it.
Get your tax returns filed, fast.
Get the level of
service you need
& Up
Suitable for solo entrepreneurs or small businesses with low transaction volume.
- Automated Bookkeeping
- Cash Basis
- Standard COA
- Uplinq Accounting System
- Year End Financial Docs
- Dedicated Bookkeeper
Schedule demo
& Up
For growing businesses with an increasing transaction volume. A good solution for business with more complex needs.
- Everything in the Starter Tier
- Cash or Accrual Basis
- Custom COA
- QBO Accounting System
- Free Tax Consultation
- Quarterly Financial Review
Schedule demo
& Up
For large businesses with a significant transaction volume. A great choice when you have specific accounting needs outside of core bookkeeping functionality.
- Everything in the Growth Tier
- Complex Accrual Support
- Job Costing Support
- AR/AP Support
- Property Costing Support
- Monthly Financial Close
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For organizations or individuals with multiple businesses, or more transactions and revenue than supported by Enterprise.
- Everything in the Scale Tier
- Custom Transaction Classification
- Manual Data Entry
- Multi-Location Support
- Multi-Entity Support
- Controller Services
Schedule demo
& Up
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
- Federal & 1 State Filing
- 5 1099’s (priced @ $15 after)
- Deduction Monitoring
- COA Compliance Review
- Year End Financial Package
Schedule demo
& Up
This is our most popular offering as it includes fixed asset support and annual tax planning.
- Everything in Essential Tier
- Annual Tax Planning Meeting
- Fixed Asset Gain/Loss Support
- Depreciation Deduction Maximization
- 5 Year Return Backup
Schedule demo
& Up
For businesses focused on tax optimization strategies; this plan incorporates quarterly tax strategy meetings.
- Everything in Peace of Mind Tier
- Quarterly Strategy Meetings w/ Ongoing Support
- Deduction Monitoring
- Quarterly Estimated Tax Calculations
- IRS Notice Support*
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For individuals with one or multiple businesses, or who’d like the confidence of a professional managing their personal tax filing.
- Everything in Peace of Mind Tier
- Mulit-Entity support
- Personal Federal Fiing
- Personal State Filing
- Personal Tax Planning
Schedule demo
of Catch Up
Best for businesses that are behind on their filings and want clean books, but don’t need assistance with personal or business tax filings.
- Income Statement
- Balance Sheet
- Trial Balance
- Journal Entry Summary
- General Ledger
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of Filing
For business that need to catch up on their books, and would also like the convenience of their tax filing’s completed
- Everything in the Catch Up tier
- Federal & 1 State Filing
- Financial Diligence Review
- COA Compliance Review
- Free Tax Strategy Consultation
Schedule demo
