Books On Point – Your Online Accounting Department

As a business owner, you have enough to worry about

what our clients are saying

Harmony MeadowsJacquelyn Jaech

“We love how you manage it all!”

Lakewood HomesMelissa Spear

“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!”

Culinary AppleJoanne Strandberg

“This seems too easy!”

my job is to make yours easier.

about

Rachel Smith, CPA

Hi, my name is Rachel Smith. I am a Certified Public Accountant with the heart of a small business owner. I grew up in Idaho and got my BA from the University of Chicago.

I came to accounting through a side door. Starting in 2006, I operated a small organic veggie farm in Chelan, Washington. This is where I cut my teeth on business ownership. I discovered that the part of the work that I really love is the business systems, planning, and management. While running the farm, I also took over the lease for Sunshine Farm Market, learning more about retail management, sales and marketing, and leading a team. I returned to school in 2013, earned a Graduate Certificate in Accounting, and earned my CPA.

I worked as an in-house accountant for several local wineries and orchards before starting Books on Point in 2017.

I am also 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.

When not crunching the numbers, you can find Rachel cycling with her husband, studying violin with her older daughter, or digging in the garden with her preschooler.

Rebecca Airmet

Rebecca Airmet (my older sister!) has been a bookkeeper for Books on Point since February 2020. After over twenty years in the editing business, she decided to try her hand at numbers and found she really enjoyed it. Her experience managing the monthly project cycle of an academic research journal and her experience as a self-employed editor has carried over well to bookkeeping. In editing, every word needs to be right; in bookkeeping, every number needs to be right.

Rebecca holds an honors BA in English from the University of Utah, is a certified HubDoc Expert, and is working on her Quickbooks Pro Advisor Certification. She 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.

Rebecca works remotely from St. Paul, Minnesota, where she spends her down-time knitting, spinning yarn, or riding her bicycle.

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.

– QuickBooks Certified ProAdvisors to do your bookkeeping.

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

WE'VE GOT THE 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 ways we will make your life easier:

– We use QuickBooks Online so that both you and we can have access to your books at anytime.

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

– We get payroll in the cloud so that employees can self-onboard and have access to all their payroll info.

– We use an online billpay 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.

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 business team and will not leave you hanging.

What does your business need?

services

Our monthly accounting services are based on a set of standard procedures and best practices that we have developed. However, each client is unique and the exact suite of services we provide will be based on your particular situation and needs.

Core Accounting

The foundation every business needs.

Manage your accounting system
Share and store documents in the cloud
Integrate your POS with QuickBooks
Post and code transactions
Reconcile accounts
File sales and use tax
Supported payroll in the cloud
Basic monthly reports

Full-Service Add-Ons

When you are ready to move more off your plate.

Manage and pay bills
Manage your customer invoicing and payments
Track profitability by customer, job, or department
Time & materials billing
Winery cost accounting
Full-service payroll, including tips, commissions, data entry, and ag payroll support

Advisory

We help you make a plan and stick to it.

Monthly, quarterly, or annual strategic planning sessions
Build out forecasts and budgets
Track performance
Provide key metrics
Beautiful visual reporting
Video reviews of your reports

INVEST IN YOUR BUSINESS'S SUCCESS

PRICING

We know that it helps to have a price to get the conversation started.

Before we can name a price, we need to get to know you and your business: What are your pain points? Where are you trying to go? What would really serve you best?

After we have this conversation, we will be able to put together a custom package that provides the most value to you.

We price almost all of our services on a monthly basis with a fixed-fee arrangement. Our monthly plans start at $250 and include software costs. Payroll is additional and starts at $75/month.

Plans for growing and established businesses with more complex accounting needs may run $1000-$3,000/month.

Want to get a quote? Schedule an intro call.