- They know their bookkeeping is in bad shape.
- Their previous bookkeeper was unavailable, difficult to work with, or made a mess of things.
- They have questions about their numbers and no way to get answers.
- They are struggling with profitability and want to make a plan to transform their business.
- They are starting to grow, or want to grow, and need a financial ally to help them with the process.
- They want a clear vision of their financial future.
Any of this sound familiar?
wineries turn to us when
We're not your ordinary bookkeepers
what sets us apart
Once clients discover the difference Books on Point can make, they never go back. Our approach is very different from what you normally find.
We've got the expertise.
Bookkeepers are all over the map when it comes to their skill levels. When you bring your books to Books on Point, you are geting:
–A CPA to set up your accounting system.
–QuickBooks Certified ProAdvisors to do your bookkeeping.
–Best practices and workflows that we have developed through working with dozens of clients just like you.
We’re on a mission to save business owners from terrible bookkeeping.
We've got the tech.
Accounting technology is changing rapidly and we like to say on the cutting edge. Modernizing your accounting system not only makes everyone’s life easier, but also keep everyone in the know.
–By using QuickBooks Online, you and we can have accesses to your books at any time.
–By using Hubdoc, you can share documents with us with an easy phone app.
–By using Gusto, employees can self-onboard and have access to their payroll information at any time.
This may be the cleanest your desk has ever been.
We've got your back.
When you need us, we are here. We think of ourselves as a core part of your team and we will not leave you hanging.
–We respond to emails within 24 hours.
–We provide monthly reports as part of our basic accounting package.
–We can also meet with you monthly, quarterly, or annually to review your numbers.
What good are clean financials unless you know what you are looking at and can use the info to make decisions?
Our job is to make yours easier.
about us
About Us
Rachel Smith, CPA
Hi, my name is Rachel Smith. I am a Certified Public Accountant with the heart of a small business owner. I grew up in Pocatello, Idaho and received my BA from the University of Chicago, where I studied humanities.
I came to accounting through a side door. Starting in 2006, I operated a small organic veggie farm in Chelan, Washington. This is where I cut my teeth on business ownership. I discovered that the part of the work that I really love is the business systems, planning, and management. While running the farm, I also took over the lease for Sunshine Farm Market, learning more about retail management, sales and marketing, and leading a team. I returned to school in 2013, earned a Graduate Certificate in Accounting, and earned my CPA.
I worked as an in-house accountant for several local wineries and orchards before starting Books on Point in 2017.
I have been an active member of the Chelan business community, volunteering over the years with the Historic Downtown Chelan Association, Bach Fest, Chelan Evening Farmers Market, and Chelan Earth Day. Other interests include cycling, gardening, and studying violin and piano with my two daughters.
I recently moved to East Wenatchee with my family, but my heart is still in Lake Chelan.
Rebecca Airmet
Rebecca Airmet (my older sister!) has been a bookkeeper for Books on Point since February 2020. After over twenty years in the editing business, she decided to try her hand at numbers and found she really enjoyed it. Her experience managing the monthly project cycle of an academic research journal and her experience as a self-employed editor has carried over well to bookkeeping. In editing, every word needs to be right; in bookkeeping, every number needs to be right.
Rebecca holds an honors BA in English from the University of Utah, is a certified HubDoc Expert, and is working on her Quickbooks Pro Advisor Certification. She is active in her local community, serving on the Capital Improvement Budget committee for the city of Saint Paul, Minnesota, which she now calls home.
Rebecca works remotely from St. Paul, where she spends her down-time knitting, spinning yarn, or riding her bicycle.
Josh Sorenson, EA
Joshua Sorenson joined Books on Point in September 2020. Josh graduated from Portland State University 2017 and earned his Enrolled Agent (EA) shortly afterwards, which enables him to represent taxpayers before the IRS. He is also a licensed tax consultant with the state of Oregon. In addition to tax law, he is passionate about working with small businesses in all aspects of accounting.
After leaving his hometown in Montana, Josh lived in many places across the Northwest before finally calling Portland, Oregon home and settling down to accounting. He has taken full advantage of PNW culture, from summiting Mt. Adams to participating in the Tour de Franzia, Portland’s annual Pedalpalooza bicycle ride. In his free time, Josh enjoys camping, hiking, biking, and road trips to the Pacific coast.
our specialties
who we serve
We operate 100% virtually. That means that we can serve clients located anywhere.
However, North Central Washington is our home and most of our clients are local to the area. It helps that we know the industries, the vendors, the economic climate, and, yes, lots of the people!
WINERIES
We specialize in bookkeeping for wineries. We can help you calculate the cost of your wine, track sales by channel, and wrangle your POS. We can also help you make a financial plan and track the metrics that matter most.
SMALL BUSINESSES
We help small businesses get off the ground and get their financial systems set up and running smoothly. Whether it’s setting up an LLC, hiring your first employee, or figuring out how to invoice your customers and get paid, we can help.
how can we help you?
services
INVEST IN YOUR GROWTH
PRICING
We price on a monthly, fixed-fee basis. The monthly fee is dependent on the size and complexity of your business, and what level of services you are interested in. For full-service bookkeeping and controllership services, packages typically run from $800 to $3500 per month. Fractional CFO work or heavy involvement in inventory management and compliance work may be additional. We price tax work separately.