ACCOUNTING DIAGNOSIS · SYSTEM REPAIR · MONTHLY OVERSIGHT

Not ordinary bookkeeping. Accounting systems you can actually trust.

AnchorPoint helps small businesses identify and repair accounting systems that may look current, reconciled, or done, but still cannot actually be trusted.

Built on 25+ years across public accounting, controllership, and accounting systems. Master of Taxation. Intuit Certified ProAdvisor.

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Free initial call. Diagnostic work is scoped separately.

Birmingham, Alabama skyline at sunset

AnchorPoint works with small and growing businesses across the U.S. Books that hold up to a CPA, a lender, and a tax filing.

25+ Years Accounting Experience
Master of Taxation
Intuit Certified ProAdvisor
Birmingham, AL · Serving Nationwide

Done is not the same as reliable.

QuickBooks can be current and still be wrong. Bank accounts can be reconciled while payroll, AR, AP, loans, owner draws, or sales tax are still unreliable. AnchorPoint focuses on whether the accounting system can actually be trusted.

Updated Accurate

QuickBooks can be active and current while the accounts underneath are still wrong.

Reconciled Reliable

Bank reconciliations can clear while AR, AP, payroll, or loans are still drifting.

Done Ready

Books can be closed without being tax-ready, loan-ready, or decision-ready.

Clean books are not the same as reliable books. Your books may look done. That does not mean they are right.

Four paths into one connected accounting system.

Different businesses need AnchorPoint at different moments. The service paths below address each of them. Click into any path to see what that engagement looks like in practice.

01 / BUILD

Implementation

Build it right.

Design and configure the accounting workflow before transactions start flowing. QuickBooks, POS, payment, payroll, and inventory built to reflect the business from day one.

Explore Implementation
02 / FIX

Cleanup & Remediation

Fix what broke.

Diagnose and repair QuickBooks files that look done but cannot be trusted. Structural repair of what ordinary bookkeeping cannot reach.

Explore Cleanup
03 / MAINTAIN

Maintain

Keep the books current.

Structured monthly close, disciplined reconciliations, and reliable monthly reporting. The cadence that holds a clean system together over time.

Explore Maintain
04 / PROTECT

Protect

Monitor for drift.

Argus is the monthly monitoring layer that runs on top of Maintain. After each close, it surfaces system drift, reliability risk, and early warning signs.

Explore Protect

Most bookkeeping handles transactions. AnchorPoint handles systems.

Most bookkeeping operates at the transaction level: categorize, reconcile, repeat. AnchorPoint operates at the system level. The difference shows up when books look done but cannot actually be trusted, when balance sheet accounts cannot be explained, and when the same problems keep returning after every cleanup.

Stewart Gotlieb, Founder of AnchorPoint Accounting Systems
FOUNDER · ANCHORPOINT ACCOUNTING SYSTEMS

Stewart Gotlieb

Birmingham, Alabama · Serving Nationwide

Stewart founded AnchorPoint after 25+ years across public accounting, multi-million-dollar controllership, international senior accountant work, and financial services in regulated environments.

The pattern across that career: businesses outgrow ordinary bookkeeping long before they realize their accounting system has stopped reflecting operational reality. AnchorPoint exists to repair that gap.

Master of Taxation
B.S. Management (Accounting)
Intuit Certified Bookkeeper
QuickBooks ProAdvisor
01
DIAGNOSTIC JUDGMENT

Identifies what's broken before any work begins.

Most bookkeeping problems are not transaction errors. They are workflow breakdowns. AnchorPoint diagnoses the underlying cause so the repair actually holds.

02
SYSTEMS THINKING

Operates at the system level, not the entry level.

Repairs how transactions flow into the books, not just where they end up. Workflows, controls, and structure, not just categorization.

03
QUICKBOOKS DEPTH

Inside the file at the structure and repair level.

Intuit Certified ProAdvisor with 25+ years working system design and accounting. Chart of accounts design, balance sheet repair, and cleanup at the level ordinary bookkeeping does not reach.

04
ACCOUNTING DEPTH

Public accounting, controllership, and tax background.

Master of Taxation. Controller of a $10M business. Senior accountant for an international organization. The accounting judgment ordinary bookkeeping does not have.

If you need to trust the numbers, start here.

Whether your books need to be built, repaired, maintained, or monitored, the right starting point is the same. A discovery conversation about what your accounting system needs to do, and what it currently cannot.

Schedule a Discovery Call
Free initial call · Diagnostic work is scoped separately