Onboarding Accounting Specialist

About Uplinq

At Uplinq we are redefining how businesses manage bookkeeping, accounting, and tax through the power of data, machine learning, and expert insights. As technology enthusiasts, we are committed to delivering exceptional digital solutions that align with our customer's business goals. We are looking for others who want a dynamic, growing work environment to join us.

A tight-knit team including CPAs, bookkeepers, tax professionals, engineers, product designers, and marketers make Uplinq successful. 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.

Individual applicants residing in the US only

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.

What you'll do

• 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.

Qualifications

• Is a problem solver at heart who attacks challenges head on with larger fundamental goals in mind.
• Enjoys complex accounting and data scenarios, including solving how to integrate external data and systems into a client’s accounting system.
• Has an ability to master configuring and optimizing setups for Uplinq’s bookkeeping services.
• Has public accounting experience, working with a variety of small businesses to provide bookkeeping and financial reporting.
• Possesses 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.
• 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 2+ 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.