what sets us apart

We’ve got the expertise.

Books on Point founder and owner, Rachel Smith is a CPA–so she knows the accounting.

But unlike most CPAs, she also has experience running small businesses of her own.  Before opening Books on Point, she operated a small organic farm and also an organic fruit market.  Rachel has also worked for local wineries, helping to turn around accounting departments from the inside.  

Aside from just doing the bookkeeping, our experience running small businesses is a large part of what we can offer.

We’ve got the latest tech.

We use QuickBooks Online exclusively, and we are all Certified QuickBooks ProAdvisors.

By using an online platform, we can make sure your books are always up-to-date and accessible to both you and us.

QuickBooks Online also plays well with other apps.  Optimizing your “tech stack” can revolutionize the relationship you have with your books.

Our favorites:  Hubdoc for receipt management, Gusto for payroll, and TSheets for time-tracking.

We are responsive.

When you need us, we are here.

One of our core values is responsiveness.  We answer your emails and phone calls within 24-hours.  We are proactive in communicating.

We think of ourselves as a core part of your management and advisory team.  What good is a clean set of books if you don’t understand your numbers and can’t act on them?  In addition to monthly reporting, we meet with our clients regularly to help them understand their numbers and work toward their business goals.

Our other core values?  Efficiency, accountability, and continuous improvement.

Certifications and Software Partners
TSheets Pro Certification
your investment

Sample Packages

 

We know that it helps to have a price to get the conversation started. The packages below are intended to give you an idea of the investment required to bring us on board.

Every situation is different. We will get to know your business and your unique needs and put together a package that makes sense for you. Pricing varies by the number of transactions, the complexity of the business, and the services that will best serve you.

All packages include software costs for QuickBooks Online and Hubdoc.

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Core Accounting

From $250/month
Coding, review, and reconciliation of all your accounts.
  • Monthly financial reports

  • Quarterly advisory meetings

  • Unlimited email support

Full-Service Bookkeeping

From $350/month
Core accounting, plus we will manage your bill pay and customer invoicing.
  • Bill Pay

  • Customer Invoicing

  • Weekly A/R and A/P reports

  • Monthly financial and KPI reports

  • Unlimited phone and email support

Outsourced CFO

From $850/month
Advanced profitability tracking and financial systems management for larger businesses.
  • Budgeting and variance tracking

  • Long-term cash flow forecasting

  • Short-term cash flow management

  • Monthly advisory meetings

  • Full software integration with your operations workflow

  • Detailed monthly reporting on business lines and profitability

  • Unlimited support

Ready to move your business forward? We can't wait to get started.

Book a 15-minute discovery call.