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.”

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.

What does your business need?

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.

Accounting

Basic Plan
This is the foundation that every business needs.

  • Discounted accounting software

  • Monthly Review

  • Reconciliation

  • Monthly reports

  • Sales and use tax

  • Email support

Learn More

Bookkeeping

Basic Plan
You upload your docs and we do the work in QuickBooks.

  • Publish docs from Huboc to QuickBooks online

  • Code transactions

  • Mange bank feeds

  • Digital document storage

Learn More

Budgeting & Strategy

Basic Plan
Keep track of your budget and make sure you're on track.

  • Templates for budgeting

  • Load budgets in QuickBooks

  • Budget vs actuals reporting

Learn More

Accounting

Growth Plan
Premium accounting services. Includes Basic Accounting, plus a selection of any of the following:

  • Advanced reporting

  • Nonprofit accounting

  • End of month accruals

  • Track profitability by revenue or cost centers

  • Quarterly review meetings

  • Unlimited Support

Learn More

Bookkeeping

Growth Plan
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

Learn more

Budgeting & Strategy

Growth Plan
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

  • Consulting on business decisions

  • Planning for growth

  • Strategy meetings as needed

Learn More

WE ALSO OFFER


TAX PREPARATION

Tax preparation for business clients and nonprofits, 1099 filing, annual business license and corporation renewal, IRS audit support.

PAYROLL

Full service payroll and payroll tax filing, employee portal, direct deposit, timetracking, HR support.

QUICKBOOKS SUPPORT PLAN

If you do your own bookkeeping, we can provide backup support.  Our team will respond within 24 hours to your questions your bookkeeping, payroll, or QuickBooks.  We can also call QuickBooks support on your behalf for technical support.

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 do wine taxes. 

Certifications and Software Partners

our tech stack

TSheets Pro Certification
YOUR INVESTMENT

PRICING

We know that it helps to have a price to get the conversation started. Before we can name a price, however, we need to get to know you and your business, your pain points, and where you are trying to go. Then we will be able to put together a monthly custom package that provides the most value to you.

Our prices are set by the month and are determined by the complexity of your business (which is often governed by annual revenue) and the services your busineess requires.

Basic accounting plans for very small businesses start at $175, including software. Payroll is additional and starts at $75/month.

Plans for growing and established businesses with complex accounting needs and large payrolls may run $900-$3000/month.

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

book your 15 minute discovery call now