- 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 job is to make yours easier.
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 Pocatello, Idaho and received my BA from the University of Chicago, where I studied humanities.
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 have 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 cycling, gardening, and studying violin and piano with my two daughters.
I recently moved to East Wenatchee with my family, but my heart is still in Lake Chelan.
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, where she spends her down-time knitting, spinning yarn, or riding her bicycle.
Josh Sorenson, EA
Joshua Sorenson joined Books on Point in September 2020. Josh graduated from Portland State University 2017 and earned his Enrolled Agent (EA) shortly afterwards, which enables him to represent taxpayers before the IRS. He is also a licensed tax consultant with the state of Oregon. In addition to tax law, he is passionate about working with small businesses in all aspects of accounting.
After leaving his hometown in Montana, Josh lived in many places across the Northwest before finally calling Portland, Oregon home and settling down to accounting. He has taken full advantage of PNW culture, from summiting Mt. Adams to participating in the Tour de Franzia, Portland’s annual Pedalpalooza bicycle ride. In his free time, Josh enjoys camping, hiking, biking, and road trips to the Pacific coast.
how can we help you?
Digital document management
Post and code transactions
Bill pay and invoicing
Manage your QuickBooks setup and chart of accounts
Manage financial and tech integrations, such as your POS
Monthly reports that highlight what matters to you
Monthly, quarterly, or annual strategic planning sessions
Budgeting and forecasting
Planning for growth or succession
INVEST IN YOUR GROWTH
We price on a monthly, fixed-fee basis. The monthly fee is dependent on the size and complexity of your business, and what level of services you are interested in. For full-service bookkeeping and controllership services, packages typically run from $800 to $3500 per month. Fractional CFO work or heavy involvement in inventory management and compliance work may be additional. We price tax work separately.