Uplinq
Accountant
Uplinq, Los Angeles, California, United States, 90079
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.
Things You Will Do:
Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ's platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ's bookkeeping teamSupport the development UPLINQ's onboarding processes to ensure a frictionless client experience and an efficient internal processInteract with high-value clients to ensure accounts are setup optimally for UPLINQ's bookkeeping servicesCommunicate and meet with clients to answer questions, gather information, and explain financial data if neededCollaborate with the team to create valuable technology solutions within the onboarding processShare responsibility for testing the financial feasibility of future financial goals of the productFirst 30 and 60 Days:
In the first 30 days you will
Familiarize yourself with UPLINQ's system and new onboarding processBegin to co-run onboardings with our existing teamDrive company setup work with the support of our existing teamIdentify pain points and solutions, both internally and externally, within the onboarding process
In the first 60 days
You will begin to run and manage onboardingsYou will own all company setup workYou will work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ's evolving processes
Must Have Requirements:
Experience with onboarding or company setup of new bookkeeping clients3+ years of experience with cash and accrual bookkeeping3+ years of experience should be focused on public accounting for SMBs
You likely have experience similar to a Staff Accountant at a public accounting firm
Professionalism and customer service skillsExperience collaborating with product and/or software engineering teamsCritical thinking and problem solving abilities - you are comfortable working with the unknown, learning, and solving bookkeeping challenges. You could look at any set of books and identify issues, create an action plan to solve them and execute or oversee the action planExperienced and comfortable working in fast-paced environments and have the business acumen to take complex data and simplify it for company owners. Attention to detail & ability to adopt new tools and methods quicklyThe ability to communicate complex data in an understandable wayExceptional organization skillsWilling to be mentored as well as mentor othersBonus Points:
You have experience working with tax professionalsYou have experience at an early stage startupYou are familiar with Plaid and other financial technology solutionsYou have experience with dashboards and data analysisOther Qualifications:
Education
Bachelor's degree in business, accounting, math, finance, or economics is highly preferredOpen to candidates without a formal education in the areas listed above, but with significant accounting experience. Please highlight this in the application questions and your resume or cover letterExperience
5+ years experience in public accounting or finance, managing accounting and financial operationsSignificant experience with QuickBooks Online and experience adapting to new processes and software very quicklyReasons to choose Uplinq:
Work to build something you actually believe in and solve problems creativelyUnique growth and career opportunities of an organization that will scale rapidlyApply critical thinking and explore solutions, no assembly line developmentRespect for your contribution to a continually improving, collaborative environmentOwn your work and outcomes in a supportive professional environmentThe excitement of a product-led agile organizationA flexible balance between work from home and in person collaboration
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.
Things You Will Do:
Lead onboarding new clients and their entity(s). This entails running the onboarding meeting via UPLINQ's platform, pre and post-meeting communication, information and data gathering, and company setup prior to handoff to UPLINQ's bookkeeping teamSupport the development UPLINQ's onboarding processes to ensure a frictionless client experience and an efficient internal processInteract with high-value clients to ensure accounts are setup optimally for UPLINQ's bookkeeping servicesCommunicate and meet with clients to answer questions, gather information, and explain financial data if neededCollaborate with the team to create valuable technology solutions within the onboarding processShare responsibility for testing the financial feasibility of future financial goals of the productFirst 30 and 60 Days:
In the first 30 days you will
Familiarize yourself with UPLINQ's system and new onboarding processBegin to co-run onboardings with our existing teamDrive company setup work with the support of our existing teamIdentify pain points and solutions, both internally and externally, within the onboarding process
In the first 60 days
You will begin to run and manage onboardingsYou will own all company setup workYou will work with engineering and the bookkeeping team to better the onboarding process alongside UPLINQ's evolving processes
Must Have Requirements:
Experience with onboarding or company setup of new bookkeeping clients3+ years of experience with cash and accrual bookkeeping3+ years of experience should be focused on public accounting for SMBs
You likely have experience similar to a Staff Accountant at a public accounting firm
Professionalism and customer service skillsExperience collaborating with product and/or software engineering teamsCritical thinking and problem solving abilities - you are comfortable working with the unknown, learning, and solving bookkeeping challenges. You could look at any set of books and identify issues, create an action plan to solve them and execute or oversee the action planExperienced and comfortable working in fast-paced environments and have the business acumen to take complex data and simplify it for company owners. Attention to detail & ability to adopt new tools and methods quicklyThe ability to communicate complex data in an understandable wayExceptional organization skillsWilling to be mentored as well as mentor othersBonus Points:
You have experience working with tax professionalsYou have experience at an early stage startupYou are familiar with Plaid and other financial technology solutionsYou have experience with dashboards and data analysisOther Qualifications:
Education
Bachelor's degree in business, accounting, math, finance, or economics is highly preferredOpen to candidates without a formal education in the areas listed above, but with significant accounting experience. Please highlight this in the application questions and your resume or cover letterExperience
5+ years experience in public accounting or finance, managing accounting and financial operationsSignificant experience with QuickBooks Online and experience adapting to new processes and software very quicklyReasons to choose Uplinq:
Work to build something you actually believe in and solve problems creativelyUnique growth and career opportunities of an organization that will scale rapidlyApply critical thinking and explore solutions, no assembly line developmentRespect for your contribution to a continually improving, collaborative environmentOwn your work and outcomes in a supportive professional environmentThe excitement of a product-led agile organizationA flexible balance between work from home and in person collaboration