Initialization Accounting Specialist

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