our proven process

DOCUMENT COLLECTION

Email or upload all your receipts, invoices, deposit slips, etc to your new Hubdoc account.  We will file them digitally for you and maintain an audit-proof document trail.

QUICKBOOKS ONLINE

We publish all your docs to QuickBooks Online, input your sales info, arrange for bill payments, invoice your customers, make month-end adjustments.  Leave it to us.

REVIEW & REPORTING

We review everything and make sure all your accounts are reconciled.  We create a monthly report pack for you customized for your unique business needs.

REGULAR CHECK-INS

Through periodic meetings and ongoing check-ins, we can set goals, address your pain points, and keep you focused on the numbers that matter most.

what sets us apart

We’ve got the latest tech.

Your numbers and your docs are up-to-date and always accessible to both you and us.

We have small business management experience.

We know what it’s like to be in the thick of it.

We are responsive.

We become part of your core management and advisory team. We are there with you week-by-week, getting it done.

Here's what our clients are saying

testimonials

Ryan ClementFounder & CEO

East 20 Pizza, Winthrop, WA

“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 CregoFounder & CEO

CheffyK & CA's Cooking School, Chelan WA

“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 PettigrewFounder & CEO

Amos Rome Vineyards and Eddie’s Vineyard Management

“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.”

Ready to move your business forward?

Learn more about our services.

OUR SERVICES