my job is to make yours easier.

about

Rachel Smith, CPA

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 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.

Certifications and Software Partners

our tech stack

TSheets Pro Certification

blog

Ready to get help? We can't wait to get started.