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
Uplinq is looking for a motivated, detail-oriented Onboarding Accounting Intern to support our team in helping new clients get set up for success. This role is perfect for an undergraduate student who is eager to get exposure to real-world accounting systems, SaaS tools, and customer operations in a fast-paced startup environment. You’ll learn how to gather and organize financial data, ensure system access is properly configured, and help facilitate a smooth transition into ongoing accounting services.
What you'll do
- Assist with collecting and organizing financial documents (bank statements, prior books, payroll reports, tax filings, etc.)
- Support the setup of accounting software connections and integrations (e.g., QuickBooks Online, Gusto, Plaid, etc.)
- Help identify and document missing data or access issues
- Coordinate with clients to confirm onboarding steps are completed
- Assist with internal reporting and data hygiene checks
- Learn and apply standard operating procedures (SOPs) used in onboarding workflows
- Collaborate with Onboarding Accountants and Engineers to improve efficiency
Qualifications
- Currently pursuing a Bachelor's degree in Accounting, Finance, Business, or a related field
- Strong attention to detail and organization
- Eagerness to learn cloud-based accounting software and workflow tools
- Clear written communication skills
- Ability to work independently and meet deadlines in a remote environment
- Bonus: Exposure to QuickBooks Online, Airtable, Gusto, or other SaaS platforms
What You’ll Gain
- Hands-on bookkeeping experience in a high-growth startup
- Mentorship from experienced Bookkeepers and Department Mangers
- Exposure to the latest tax tech tools
- Potential for future full-time opportunities
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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.
