About Uplinq
Uplinq is a tech-forward, multi-client bookkeeping and accounting firm serving a wide range of small business industries. We combine cutting-edge automation with human expertise to provide proactive, high-quality accounting services to our clients. From real estate developers to e-commerce sellers, our clients rely on us to manage bookkeeping, tax strategy, and tax preparation so they can focus on running their businesses.
We’re redefining what modern accounting support looks like—and we’re looking for detail-oriented, curious, and accountable professionals to join our growing team.
Individual applicants residing in the US only
About the role
As a Senior Onboarding Accountant, you’ll take ownership of catch-up and clean-up accounting for new clients during onboarding. Your work will ensure that historical financial data is accurate, complete, and tax-ready. From untangling messy books to resolving reconciliation issues and standardizing processes, you’ll play a critical role in preparing clients for a smooth transition into ongoing services.
What you'll do
- Design and implement streamlined Chart of Accounts and bookkeeping setups.
- Clean up and reclassify historical transactions to ensure accurate financial records.
- Reconcile bank, credit card, loan, and Balance Sheet accounts to external statements.
- Prepare year-end workpapers and tie Balance Sheets to prior-year tax returns.
- Troubleshoot QuickBooks Online issues and manage third-party app integrations.
- Meet with clients to gather context, resolve questions, and communicate progress.
- Collaborate cross-functionally to transition clients into ongoing bookkeeping services.
Qualifications
- 5+ years of accounting experience (cash & accrual)
- Public or multi-client accounting background
- Strong reconciliation, cleanup, and Balance Sheet tie-out skills
- Advanced QuickBooks Online and third-party app experience
- Proficient in year-end workpapers and tax prep support
- Comfortable with client-facing communication
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
Top Skills
What We Do
Uplinq AI is revolutionizing bookkeeping for small businesses through advanced artificial intelligence. Our platform eliminates the complexity and time-drain of financial management, allowing entrepreneurs and small business owners to focus on what matters most—growing their business. Designed specifically with small businesses in mind, Uplinq AI seamlessly integrates with existing financial systems to automate data entry, categorize transactions with remarkable accuracy, and identify potential tax savings that are often overlooked. We understand the unique challenges that small businesses face when managing finances with limited resources and expertise. Our solution delivers: - Automated bookkeeping that saves hours of manual work each week - Enhanced accuracy in financial reporting and tax preparation - Small-business-friendly pricing without sacrificing powerful features - Real-time financial insights for informed decision-making - Simple integration with popular accounting software - Specialized support for small business tax requirements - Bank-level security protecting your sensitive financial data Uplinq AI transforms the burden of bookkeeping into a strategic advantage. Our intelligent system grows with your business, adapting to your changing financial patterns and requirements. Join thousands of small businesses that have discovered how Uplinq AI's intelligent bookkeeping solution can reduce costs, improve compliance, and provide clarity in financial management. Experience the future of intelligent bookkeeping—designed specifically for small business success.
