Books On Point – Your Online Accounting Department

As a business owner, you have enough to worry about

what our clients are saying

Ryan ClementEast 20 Pizza

"...I needed to delegate responsibilities."

“My business got to a point where I needed to delegate responsibilities. I decided to hand over bookkeeping to Books on Point, and I am very happy that I did. Books on Point is a professional, dependable bookkeeping service. They can be trusted to handle your bookkeeping needs so that you can continue to go about your business.”

CherylAnn CregoCheffyK & CA's Cooking School

"...I didn't realize how heavily it was all weighing on me."

“Thank you so much for all your help, Rachel! You help has been so invaluable. I didn’t realize how heavily it was all weighing on me…my ignorance and inability to move forward with it…until you made everything clear. “

Tom PettigrewAmos Rome Vineyards

"...our businesses have grown in complexity and become too much for me to keep up with."

“While I’m comfortable doing the basic bookkeeping tasks, our businesses here in the Chelan Valley have grown in complexity and volume and have become too much for me to keep up with. Knowing that Rachel Smith at Books on Point has extensive experience with wineries and vineyards made my decision an easy one. Professional, accurate and timely – and with great advice – Books on Point is doing a great job for us as we build our winery and vineyard management operations.”

my job is to make yours easier.

about

Rachel Smith is a Certified Public Accountant with the heart of a small business owner. She is an Idaho native and holds a BA from the University of Chicago and a Graduate Certificate in Accounting from North Seattle College. She has been a QuickBooks ProAdvisor since 2013.

Before getting into accounting, Rachel operated a small organic veggie farm in Chelan, Washington. This is where she cut her teeth on business ownership. She discovered that the part of the work that she really loved was the business planning and management. While running the farm, she also took over the lease for Sunshine Farm Market, learning more about retail management, sales and marketing, inventory control, and leading a team. She returned to school in 2013 to prepare to take the CPA exam.

Rachel worked as an in-house accountant for local wineries and orchards before starting her own bookkeeping and accounting business in 2017.

Due to her small business background, Rachel knows what it's like to be in the trenches. She loves helping business owners streamline their systems and find clarity in their numbers.

Rachel is an active member of the Chelan business community. She has contributed her skills over they years by volunteering with the Historic Downtown Chelan Association, Bach Fest, Chelan Evening Farmers Market, and Chelan Earth Day.

When not crunching the numbers, you can find Rachel cycling with her husband, studying violin with her older daughter, or digging in the garden with her preschooler.

What sets us apart

WE'VE GOT THE EXPERTISE.

Bookkeepers are all over the map in their skill levels and abilities. When you bring your books to Books on Point, you are getting

– A CPA to set up your accounting system.

– QuickBooks Certified ProAdvisors to do your bookkeeping.

– Best practices and workflows that we have honed and perfect while working with dozens of clients over the years.

WE'VE GOT THE TECH.

A lot of businesses are still in the dark ages when it comes to their accounting processes. It doesn’t have to be so hard!

Here are just a few ways we will make your life easier:

– We use QuickBooks Online so that both you and we can have access to your books at anytime.

– We streamline document sharing using an easy phone/web app.

– We get payroll in the cloud so that employees can self-onboard and have access to all their payroll info.

– We use an online billpay system for approving and writing checks.

This may be the cleanest your desk has ever been.

WE ARE RESPONSIVE.

When you need us, we are here.

We answer your emails and phone calls within 24 hours. We are proactive in communicating.

In addition to monthly reporting, we can meet with you regularly to help you understand your numbers.

What good is a clean set of books if you don’t understand what you are looking at?

We think of ourselves as a core part of your business team and will not leave you hanging.

What does your business need?

services

Every business is a unique ecosystem of people and processes. Our monthly accounting services are based on a set of standard procedures and best practices that we have developed. However, each client is unique and the exact suite of services we provide will be based on your particular situation and needs.

Our services can be organized into accounting services, bookkeeping services, and budgeting/strategy services.

Within these areas, we can provide services at a core level or at a more specialized premium level.

Accounting

Core Services

This is the foundation that every business needs.

Discounted accounting software
Account reconciliation
Monthly reports
Sales and use tax
Email support

Bookkeeping

Core Services

You upload your docs and we do the work in QuickBooks.

Digital document management with Hubdoc
Transaction coding in bank feeds
Basic payroll

Budgeting & Strategy

Core Services

Keep track of your budget and make sure you're on track.

Templates for budgeting
Load budgets in QuickBooks
Budget vs actuals reporting

Accounting

Premium Services

Premium accounting services. Includes Basic Accounting, plus a selection of any of the following:

Custom reporting
Key performance indicators
Nonprofit accounting
Tracking profitability by department or project
Tracking open payables and receivables

Bookkeeping

Premium Services

Premium bookkeeping services to take work of your plate and free up your time. Includes Basic Bookkeeping, plus any of the following:

Accounts payable management
Online bill pay
Customer invoicing
Payment collection
Job costing
Time and materials billings
Full service payroll

Budgeting & Strategy

Premium Services

When you are ready to grow your business, we can partner with you to set goals and map out how to reach them.

Collaborative budgeting
Rolling 12-month forecasts
Weekly cash flow management
Quarterly strategy meetings

YOUR INVESTMENT

PRICING

We know that it helps to have a price to get the conversation started.

Before we can name a price, we need to get to know you and your business: What are your pain points? Where are you trying to go? What would really serve you best?

After we have this conversation, we will be able to put together a custom package that provides the most value to you.

We price almost all of our services on a monthly basis with a fixed-fee arrangement. Our monthly plans start at $250 and include software costs. Payroll is additional and starts at $75/month.

Plans for growing and established businesses with more complex accounting needs and large payrolls may run $900-$3,000/month.