As a business owner, you have enough to worry about

what our clients are saying

Ryan ClementEast 20 Pizza

"...I needed to delegate responsibilities."

“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 CregoCheffyK & CA's Cooking School

"...I didn't realize how heavily it was all weighing on me."

“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 PettigrewAmos Rome Vineyards

"...our businesses have grown in complexity and become too much for me to keep up with."

“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.”

my job is to make yours easier

ABOUT ME

Rachel SmithHi, I’m Rachel.

I founded Books in Point in 2017 when I was ready to become a business owner full time again.

About 10 years ago, I became a business owner for the first time when I started a small organic veggie farm here in Chelan.  Later, I also leased the Sunshine Farm Market and ran that as my own business.  I loved being a business owner and being responsible for my own work and my own livelihood.  Eventually, I got out of farming and went back to school to become an accountant, and then later earned my CPA.  For several years, I worked for others–in a tax office and as an in-house accountant for various local wineries and orchards.  But I knew where I really wanted to be was running my own business.

My background puts me in a key position to help you run your business.  I know what it’s like to run a business.  And as it turns out, doing the accounting, streamlining workflows, and creating kick-ass spreadsheets are my favorite parts of running a business.  But for most people, that is not their favorite part!  That’s why a partnership with Books on Point can make so much sense.

what sets us apart

We’ve got the expertise.

Bookkeepers are all over the map in their skill levels and abilities.  When you bring your books to Books on Point, you are getting: 

  • A CPA to set up your accounting system and review your books each week.

  • QuickBooks Certified ProAdvisors to do your bookkeeping.

  • Best practices and workflows that we have honed and perfected while working with dozens of clients over the years.

We’ve got the latest tech.

A lot of businesses are still in the dark ages when it comes to their accounting processes.  It doesn’t have to be so hard! 

Here are just a few of the ways we will make your life easier:

  • We use QuickBooks Online so both you and we can have access to your books at any time.

  • We streamline document sharing using an easy phone/web app.

  • We get payroll in the cloud so employees can self-onboard and have direct deposited paychecks.

  • We use an online bill pay system for approving and writing checks.

This may be the cleanest your desk has ever been.

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.

In addition to monthly reporting, we can meet with you regularly to help you understand your numbers.  What good is a clean set of books if you don’t understand what you are looking at?  We think of ourselves as a core part of your management and advisory team and will not leave you hanging.

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

Certifications and Software Partners

our tech stack

TSheets Pro Certification
how can we help you?

OUR SERVICES

When thinking about services, ask yourself the following:

“What can I move off my plate–so that I can focus on sales, operations, or business development?”

“What financial information do I need to make decisions in a timely manner?”

“What will really help drive my business to the next level?”

We create a unique package that specifically addresses the needs of YOUR business.

CORE ACCOUNTING SERVICES

Our core services include managing your accounting system, coding and reconciling all transactions, and monthly financial reporting.

FULL-SERVICE BOOKKEEPING

Our bookkeeping services include bill pay and creating and collecting on invoices.

WINERY COST ACCOUNTING

If you have wondered what actually goes into the cost of making your wine (and how the heck to track it in your accounting software!), we can help.  We also …

PAYROLL

Full service payroll and payroll tax filing.  We can also automate your time tracking.

OUTSOURCED CFO

OUTSOURCED CFO

Our advisory services include business formation, budgeting, cash flow forecasting, and strategic planning.

QUICKBOOKS SUPPORT PLAN

If you do your own bookkeeping, we can provide backup support.  Our team will respond within 24 hours to your questions about bookkeeping, accounting, or QuickBooks.  We can also call …

your investment

Sample Pricing

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

Every situation is different. We will get to know 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.

Core Accounting

From $250/month

  • Monthly financial reports

  • Quarterly advisory meetings

  • Unlimited email support

  • QuickBooks Online and Hubdoc subscriptions included

Full-Service Bookkeeping

From $450/month

  • Everything in Core Accounting, plus:

  • Bill Pay

  • Customer Invoicing

  • Weekly A/R and A/P reports

  • Payroll

Outsourced CFO

$900- $3,000/month

  • Everything in Core Accounting, plus:

  • Budgeting and variance tracking

  • Long-term cash flow forecasting

  • Short-term cash management

  • Goal setting

  • Strategy meetings

  • Detailed monthly reporting on business lines and profitability

  • Unlimited support

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

book your 15 minute discovery call now