Any of this sound familiar?

business owners turn to us when

  • 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.


Our goal is to bring you:

  • Peace of mind and less paperwork
  • Clarity on your numbers
  • Guidance in charting the financial future of your business
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.

Tom PettigrewAmos Rome Winery

Books on Point worked with us to make sure we had a solution that fit our reality.

They are doing a great job for us as we build our winery and vineyard management operations.

Melissa SpearLakewood Homes

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!

Joanne StrandbergCulinary Apple

This seems too easy!

Therese MartinMartin Ranch Winery

Testimonial title

The first day I spoke with Rachel from Books On Point I knew I was in good hands. Proactive with your books and very detailed and on the cutting edge. The current reporting systems, top notch monthly meetings and just an email away. I have never been more comfortable with an accountant in the 15 years of being in the wine business. Thank you Rachel and Josh!

what we do

services

System Setup

Move your accounting to the cloud.

  • Convert to QuickBooks Online

  • Get your books cleaned up

  • Go paperless

  • Integrate your POS

  • Streamline your systems

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Bookkeeping

Go grow your business. Leave this part to us.

  • Weekly bookkeeping

  • Bill pay

  • Customer invoicing

  • Payroll

  • Monthly reconciliations

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Tax

Personalized service and planning.

  • Tax preparation

  • Tax planning

  • S-Corp elections

  • Business structure consulting

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Management Reporting

Make sense of your numbers.

  • Monthly financial statements

  • Data visualizations

  • Executive summaries

  • KPIs and metrics tracking

  • Financial check-ins

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Part-time CFO

Financial guidance and coaching

  • Strategic planning sessions

  • Financial forecasting

  • Cash flow management

  • Accountability partner

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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

  • Calculate the true cost of your wine
  • Manage seasonal cash flow
  • Integrate with wine production software
  • Track wine club and case metrics
  • Know your profitability by channel
  • Plan for the future

RESTAURANTS

  • POS integration
  • Food costs
  • Labor metrics
  • Payroll and time tracking
  • Tip calculations

SMALL BUSINESSES

  • New business counseling
  • Accounting system setup
  • QuickBooks Cleanup
  • Profit strategy

 

what we bring

our special sauce

Discover the difference Books on Point can make.

Expertise


By outsourcing your accounting, you bring instant expertise onto your team—and at a fraction of the cost.

We are a CPA-led firm and all of our staff are QuickBooks Certified ProAdvisors.

Through working with dozens of business owners just like you, we have developed a system of best practices for bookkeeping.

No more trying to do it yourself and no more supervising an internal bookkeeper.

Great Communication


Think of us as a core part of your team.  We work pro-actively to make sure you are getting what you need.

We work hard to communicate with you in a way that makes your life easier, not more complicated.

More than anything else, our clients rave about how communicative we are.

Our job is to make yours easier

about us

About Us

Rachel Smith, CPA

Rachel is a Certified Public Accountant with the heart of a small business owner. After studying the great books at the University of Chicago, a stint fighting fires on a hotshot crew, and working on farms across the Northwest, she moved to Chelan, Washington to start her own organic veggie farm--and discovered that the part of the work she loved most was business systems, planning, and management.

She returned to school in 2013, earned a Graduate Certificate in Accounting and earned her CPA in 2019.  She worked as an in-house accountant for several local wineries and orchards before starting Books on Point in 2016.

She has 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 reading, getting into the mountains, cycling, and studying violin with her daughters.

 

 

Josh Sorenson, EA

Josh is an Enrolled Agent (licensed to represent taxpayers before the IRS) and a Licensed Tax Consultant with the state of Oregon. After leaving his hometown in Montana, Josh lived in various beautiful spots across the Northwest and has recently settled down in Tillamook, Oregon. He has taken full advantage of PNW culture, from summiting Mt. Adams to riding his bike in Portland’s annual Pedalpalooza festival. In his free time, Josh enjoys camping, hiking, and discovering hot springs. He is also a small business owner in his own right, operating Trail Toddy with his partner Isabel.

 

 

 

 

Rebecca Airmet, QuickBooks ProAdvisor

Rebecca (Rachel’s older sister!) previously worked as a managing editor at a scientific journal and as a freelance consultant to authors.  Her editorial attention to detail has translated well to her bookkeeping work. Rebecca 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. She spends her down-time knitting fair isle sweaters, spinning yarn, and riding her bicycle.

 

 

some of OUR CLIENTS

PRICING

When we begin working with you, we will assess all of your needs for the coming year and roll everything up into one monthly price.

Fixed pricing allows both you and us to plan for the future – and it also means that you won’t receive a bill every time you pick up the phone to call us.


Make an investment in your business and your self.

Engaging with a professional accounting team will pay you back many times over.  You will avoid costly mistakes, you will get your time back, and you will have the information that you need to identify and act on key opportunities.  You will be able to move your business forward rather than getting stuck in the weeds.

Our monthly packages typically run from $600  to $4000 per month depending on the size and complexity of your business.

Relax. We've got this.

what's the next step?