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

Bookkeeping

Go grow your business. Leave this part to us.
  • Weekly bookkeeping

  • Bill pay

  • Customer invoicing

  • Payroll

  • Monthly reconciliations

Tax

Personalized service and planning.
  • Tax preparation

  • Tax planning

  • S-Corp elections

  • Business structure consulting

Management Reporting

Make sense of your numbers.
  • Monthly financial statements

  • Data visualizations

  • Executive summaries

  • KPIs and metrics tracking

  • Financial check-ins

Part-time CFO

Financial guidance and coaching
  • Strategic planning sessions

  • Financial forecasting

  • Cash flow management

  • Accountability partner

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.