Onboarding Accounting Specialist

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.

About The Role

This Onboarding Accounting Specialist will work on the Initialization Team, you will be part of the Uplinq Onboarding Department. Your primary focus will be to work closely with the Onboarding Specialists to provide initial bookkeeping to clients; create, document, and execute on bookkeeping SOPs; and handoff clients to the maintenance bookkeeping team. The Initialization Team plays a vital role in the UPLINQ experience, as this team is expected to catch the vast majority of unique processes required in a client’s accounting system. This team also handles a portion of Catch Up bookkeeping.

This role is perfect for someone who thrives in a dynamic, innovative environment and is looking to make a significant impact in the fintech industry. If you're ready to leverage your accounting expertise in a setting that values and promotes proactive problem-solving and high-quality outcomes, Uplinq is looking for you.

Our ideal candidate:

• Enjoys complex accounting and data scenarios, including solving how to integrate external data and systems into a client’s accounting system.
  


• Has public accounting experience, working with a variety of small businesses to provide bookkeeping and financial reporting.


• Possesses robust problem-solving skills, capable of handling complex catch-up and clean-up projects efficiently.


• Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with Uplinq’s services.


• Leads and supports a team in bookkeeping tasks, leveraging Uplinq’s technology solution and system to ensure consistency and accuracy in categorization, job costing, and reconciliation.


• Is skilled in transitioning companies to maintenance bookkeeping, ensuring a seamless handoff to Accounting Specialists.


• Excels in communication, able to clearly convey and explain intricate accounting data to clients as needed.


• Has 3+ years in both cash and accrual based accounting, with a preference for those with multi-client experience.


• Has expertise in financial statement preparation, reconciliations, and U.S. GAAP compliance is essential.


• 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.

About Uplinq Onboarding

At Uplinq, our onboarding team consists of seasoned professionals in accounting and financial operations functioning to onboard customers and Initialize their bookkeeping. Team members are dedicated and detail-oriented accountants working on either the onboarding team or the initialization team to enhance the efficiency and accuracy of our bookkeeping operations, focusing on our AI-driven bookkeeping and tax products. These professionals manage comprehensive accounting tasks and ensuring seamless operations through close interactions with both internal stakeholders and clients.

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.

Here are some examples of projects that you could own in this role:

• Design and implement comprehensive setups for new clients, ensuring seamless integration with Uplinq’s bookkeeping systems.


• Lead troubleshooting initiatives within QuickBooks Online, enhancing functionality and user experience.


• Apply your critical thinking and problem-solving abilities to analyze and rectify any bookkeeping issues. This includes identifying discrepancies in a set of books, devising a comprehensive action plan to address these issues, and either executing the plan yourself or overseeing its implementation to ensure accurate and efficient outcomes.


• Develop strategic action plans for extensive accounting projects, setting benchmarks for timeliness and quality.


• Collaborate on high-level client interactions to refine and tailor accounting services, ensuring client satisfaction and operational excellence.

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.