OUR SERVICES

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.

COST ACCOUNTING FOR WINERIES

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. 

PAYROLL

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

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 QuickBooks support on your behalf for technical support.

OUTSOURCED CFO

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

what sets us apart

We’ve got the expertise.

Books on Point founder and owner, Rachel Smith is a CPA–so she knows the accounting.

But unlike most CPAs, she also has experience running small businesses of her own.  Before opening Books on Point, she operated a small organic farm and also an organic fruit market.  Rachel has also worked for local wineries, helping to turn around accounting departments from the inside.  

Aside from just doing the bookkeeping, our experience running small businesses is a large part of what we can offer.

We’ve got the latest tech.

We use QuickBooks Online exclusively, and we are all Certified QuickBooks ProAdvisors.

By using an online platform, we can make sure your books are always up-to-date and accessible to both you and us.

QuickBooks Online also plays well with other apps.  Optimizing your “tech stack” can revolutionize the relationship you have with your books.

Our favorites:  Hubdoc for receipt management, Gusto for payroll, and TSheets for time-tracking.

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.

We think of ourselves as a core part of your management and advisory team.  What good is a clean set of books if you don’t understand your numbers and can’t act on them?  In addition to monthly reporting, we meet with our clients regularly to help them understand their numbers and work toward their business goals.

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

our proven process

DOCUMENT COLLECTION

Email or upload all your receipts, invoices, deposit slips, etc to your new Hubdoc account.  We will file them digitally for you and maintain an audit-proof document trail.

QUICKBOOKS ONLINE

We publish all your docs to QuickBooks Online, input your sales info, arrange for bill payments, invoice your customers, make month-end adjustments.  

REVIEW & REPORTING

We review everything and make sure all your accounts are reconciled.  We create a monthly report pack for you customized for your unique business needs.

REGULAR CHECK-INS

Through periodic meetings and ongoing check-ins, we can set goals, address your pain points, and keep you focused on the numbers that matter most.

Here's what our clients are saying

testimonials

Ryan ClementFounder & CEO

East 20 Pizza, Winthrop, WA

“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 CregoFounder & CEO

CheffyK & CA's Cooking School, Chelan WA

“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 PettigrewFounder & CEO

Amos Rome Vineyards and Eddie’s Vineyard Management

“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.”

Certifications and Software Partners
TSheets Pro Certification
your investment

Sample Packages

 

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

Every situation is different. We will get to know your business and 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.

All packages include software costs for QuickBooks Online and Hubdoc.

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Core Accounting

From $250/month
Coding, review, and reconciliation of all your accounts.

  • Monthly financial reports

  • Quarterly advisory meetings

  • Unlimited email support

Full-Service Bookkeeping

From $350/month
Core accounting, plus we will manage your bill pay and customer invoicing.

  • Bill Pay

  • Customer Invoicing

  • Weekly A/R and A/P reports

  • Monthly financial and KPI reports

  • Unlimited phone and email support

Outsourced CFO

From $850/month
Advanced profitability tracking and financial systems management for larger businesses.

  • Budgeting and variance tracking

  • Long-term cash flow forecasting

  • Short-term cash flow management

  • Monthly advisory meetings

  • Full software integration with your operations workflow

  • Detailed monthly reporting on business lines and profitability

  • Unlimited support

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

Book a 15-minute discovery call.

SCHEDULE NOW