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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 Initialization Accounting Specialist, 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
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
