As a business owner, you have enough to worry about

what our clients are saying

Our number one goal when we take over your bookkeeping is to make it easy for you. 

We love it when what used to be huge pain for a business owner is suddenly a source of clarity and calm.

Harmony MeadowsJacquelyn Jaech

“We love how you manage it all!”

Lakewood HomesMelissa Spear

“Oh my goodness. I’m chuckling to myself. I had no idea you could do video reports like this. I can see you in the corner talking. I love it. You are my magic accountant. What a hoot. Thank you for being so awesome!”

Culinary AppleJoanne Strandberg

“This seems too easy!”

We're not your ordinary bookkeepers

What sets us apart

Your finances are the heart of your business.   When you hand the care and handling of them over to someone, you need to know they know what they’re doing — and that they will listen to your questions and concerns.

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

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.

You?

We are looking for a Bookkeeping & Payroll Specialist to join our team!  Find out more and apply here.

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.

NONPROFITS

We know that nonprofits have particular accounting needs.  We can handle what you throw at us - from applications for nonporfit status to fund tracking to nonprofit tax returns.  The best thing for you?   We work closely with your treasurer to make sure you have financial reports that your board might actually read.

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

Our monthly accounting services are based on standard procedures and proven best practices, but the exact suite of services we provide will be tailored to your particular situation and needs.

Core Accounting

The foundation every business needs.

  • Manage your accounting system

  • Share and store documents in the cloud

  • Integrate your POS with QuickBooks

  • Post and code transactions

  • Reconcile accounts

  • File sales and use tax

  • Supported payroll in the cloud

  • Monthly reports

Full-Service Bookkeeping

When you are ready to move more off your plate.

  • Manage and pay bills

  • Customer invoicing

  • Track profitability by customer, job, or department

  • Time & materials billing

  • Winery cost accounting

  • Full-service payroll, including tips, commissions, data entry, and ag payroll support

Advisory

We help you make a plan and stick to it.

  • Monthly, quarterly, or annual strategic planning sessions

  • Build out forecasts and budgets

  • Track performance and key metrics

  • Beautiful visual reporting

  • Video reviews of your reports

INVEST IN YOUR BUSINESS'S SUCCESS

PRICING

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

But before we name a price, we get to know you and your business and 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 on a monthly basis with a fixed-fee agreement.  You will never get a surprise bill from us.

Monthly plans start at $250 and include software costs. Payroll is additional and starts at $85/month.  Plans for  businesses with more complex accounting needs run $1000-$3,000/month.

Want to learn more about joining the ranks of happy Books on Point clients? 

Download our Guide to Working with Books on Point

Relax. We've got this.

schedule Your Discovery Call Now.