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.
Book a demo
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.
Everyone knows
time is money.
Uplinq saves you both.
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.
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.
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.
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Bring years of outdated books current in one click, including catching up on past-due tax filings.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
& 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
Put tax season
on autopilot, too
