Onboarding Accounting Specialist - Intialization

at  Uplinq

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 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.

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