Teams at Uplinq Inc

Own month-end close and financial reporting for a portfolio of complex clients using QuickBooks Online and Uplinq systems. Serve as main client contact, handle job costing, inventory, class/location reporting, and third-party integrations. Prepare advanced journal entries, apply full-cycle accrual accounting/GAAP, document SOPs, and review and mentor junior Accounting Specialists.

Serve as the first point of contact for new clients, run onboarding meetings, configure Uplinq and QuickBooks Online, clean and prepare client data, manage timelines and deliverables, troubleshoot integrations, recommend scope/pricing adjustments, and transition accounts to ongoing bookkeeping support.