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The last bookkeeper
you’ll ever hire.

Uplinq is a strategic, automated bookeeper that doesn’t require multiple monthly meetings, leave you waiting on monthly reports, or ever leave you in a cold sweat come tax season.

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When it’s not your bread and butter, bookkeeping can be a heavy burden.

40 hours

The average time small business owners spend on tax preparation every year.

20 hours

The average time small business owners spend learning and setting up new accounting software.

25 hours

The average time small business owners spend per year consulting with accountants and financial advisors.

A full-service solution

Everyone knows
time is money.

Uplinq saves you both.

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Real-time insights

Real-time automation means immediate access to transactions, forecasting, and P&L anytime you need it. No more waiting on monthly reports, estimating, or guessing.

Real-time compliance

Uplinq delivers critical financial information like expenses, P&L, and revenue broken down by the day, the same day. No laboring over running multiple reports or emailing your accountant looking for the information you need.

Real-time support

Available in the moments you need it. Autopilot doesn’t require human oversights, but you’ll always have access to expert (and human) accountants when you need help with tax strategy, tax compliance, and more.

Rapid setup

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.

01
Connect

Sync all your business financial accounts to your personalized dashboard in seconds.

02
Automate

Sync all your business financial accounts to your personalized dashboard in seconds.

03
Grow

Sync all your business financial accounts to your personalized dashboard in seconds.

40 hours

The average time small business owners spend on tax preparation every year.

+$7K

Average customer savings through better financial visibility powered by Uplinq's real-time financials.

30%

Average total cost reduction for combined bookkeeping costs for Uplinq customers.

Catchup Pro

Behind on your books?
Overdue for filing?
Don’t sweat it.

Bring years of outdated books current in one click, including catching up on past-due tax filings.

Get the level of
service you need

Bookkeeping
Tax
Catch Up
Paid Annually
Paid Monthly
Starter
$
250
300
Per Month
& 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

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Growth
$
450
500
Per Month
& 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

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Scale
$
700
750
Per Month
& 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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Multi–entity & Scale
Custom
Custom

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

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Essential
$
100
125
Per Month
& 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

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Peace of Mind
$
250
300
Per Month
& 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

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Tax Strategist
$
500
600
Per Month
& 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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Personal
Custom
Custom

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

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Catch Up
Custom
Custom
Per Month
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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Catch Up & File
+$
1,400
1,400
& up Per Year
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

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Accounting solutions

Put tax season
on autopilot, too

Discover Integrations

Stay ahead of problems and discrepancies in
filings by keeping your books 100% compliant,
100% of the time.

Uplinq AI

Simplify filing, but take advantage of
sophisticated strategies that save you the
most money every time you file.

Get the most of out
of this year’s return

Book a demo