Managed accounting with the discipline of an internal accounting team.
Monthly bookkeeping and accounting, a disciplined month-end close, balance sheet review, and financial statements you can rely on, delivered under one accountable relationship. AnchorPoint owns delivery of the agreed accounting scope; you keep the decisions.
Free initial conversation. No commitment required.
Stewart Gotlieb
Founder
Master of Tax Accounting. Intuit Certified Bookkeeper. QuickBooks Online ProAdvisor, Gold. Former controller and senior accountant. Twenty-five years combined across accounting, financial systems, and financial technology.
Monthly bookkeeping is only part of the job. Someone has to own the whole close.
Some businesses need the books taken off their hands, or a departing bookkeeper replaced. Others have QuickBooks, bank feeds, payroll, bills, invoices, and a CPA, and nobody owning how those pieces come together each month. AnchorPoint handles the routine monthly bookkeeping and accounting, and takes responsibility for turning it into a closed month and statements you can rely on.
- Nobody clearly owns month-end, so it slips or does not happen at all
- The balance sheet gets ignored while attention stays on the bank balance
- Payroll liabilities go unreviewed until a filing does not match the books
- Accounts payable and receivable run separately from the close
- Procedures exist only in one person's head, so nothing survives a transition
- Year-end turns into a cleanup project instead of a formality
- The owner has become the default accounting coordinator
- Reporting arrives late, or arrives, but nobody fully trusts it
If any of that sounds familiar, the fix is not another app. It is one relationship responsible for the monthly bookkeeping and for the close it feeds.
A closed month, and statements you can rely on.
Every engagement runs the same sequence: transactions reviewed and categorized, key accounts reconciled, the balance sheet examined, statements prepared, and the close confirmed in writing. Business decisions, payment release, and payroll approval stay with you.
- Reconciled accounts, compared against statements and supporting records
- An income statement and balance sheet for the period
- Written close status, with open items documented and tracked
- CPA-ready support for the balances that matter
- A named point of contact for questions during the month
All within the scope agreed in writing before work begins. See the full scope of Managed Accounting.
The differentiator is not the task list. Transaction coding and bank reconciliation are only part of a reliable monthly close. AnchorPoint's process also reviews liabilities, balance sheet accounts, and the workflows feeding the close, and takes responsibility for producing a result you can act on.
Beyond the close, when the engagement includes it.
Managed Accounting is the core recurring service. Cleanup, implementation, and the coordination capabilities below are available when a business needs them, added deliberately to an engagement, not sold as a bundle or included automatically.
AP Coordination
Bill intake, coding, approval routing, and AP aging kept current. AnchorPoint can stage payments; you keep final approval and release.
Payroll Coordination
Your payroll provider runs payroll. AnchorPoint reviews registers, maintains the accounting mappings, and reconciles payroll liabilities.
AR Support
Invoicing, payment application, aging review, and standard reminders, so receivables stay current without becoming a collections operation.
Available as your business needs them, alongside Managed Accounting. Not every client needs every capability at once, and none of it replaces your judgment or your approval on what gets paid.
Managed by someone who has run an accounting function.
Three parts of the background matter to the monthly work, and each one shows up in how the books are kept.
A close that runs on schedule
Having run an accounting function inside an operating business means knowing where a month-end breaks down and what it takes to close consistently.
Books kept with year-end in mind
Public accounting and tax experience shapes how the books are kept during the year, which is what makes CPA coordination straightforward in the spring.
Posting problems fixed at the source
Years implementing accounting and payment systems means a payroll or processor feed creating errors gets corrected upstream instead of re-coded by hand each month.
"Stewart is so professional and dedicated to accuracy and detail. I would recommend AnchorPoint to anybody needing accounting services."
"Stewart is incredibly organized and detail-oriented, with a strong ability to break down complex problems into practical solutions. He approaches things thoughtfully and follows through, which makes him easy to trust with anything that requires accuracy and reliability."
"I had a great experience with Anchorpoint. They were extremely professional and knowledgeable. They saved me time and used their expertise. I will use them from now on for all my bookkeeping needs."
Three steps to a managed monthly process.
Nothing about your history is assumed. What needs attention is confirmed during onboarding, and nothing outside agreed scope happens without your approval.
Talk about your accounting
A free conversation about the business, the current systems, and where accounting responsibility sits today. You will learn what Managed Accounting would cover and what a realistic starting point looks like.
Agree scope and onboard
Scope, price, and the first close month are confirmed in writing. After access is set up, an Accounting Readiness Review looks at the books and workflows in detail, and anything that needs separate attention is scoped for your approval, not billed as a surprise.
Start the managed process
The recurring close runs on a defined schedule. Reporting, financial operations, and CPA coordination are refined as the business changes.
We recognize where you are, not just where we start clients.
Both paths below can hand off directly into Managed Accounting once they are done.
Cleanup & Remediation
If the accounting we inherit needs repair, we fix what is necessary so the ongoing process can operate correctly. Scoped from the actual condition of the file, not a mandatory first purchase.
Implementation
QuickBooks Online setup, chart-of-accounts design, workflow configuration, and Desktop to Online migration, built correctly from the start and ready to hand off into monthly management.
Optional Protect monitoring is available once the monthly process is running reliably. How Protect works.
AnchorPoint works alongside your CPA. It does not replace one.
Tax planning, tax returns, and assurance stay with your CPA. AnchorPoint's job is to hand that CPA books that tie out, so year-end starts from a closed period.
- Balance sheet accounts reviewed each close, with support available for material balances
- Payroll liabilities compared against filings
- Questions answered during the year, not only at the deadline
- Year-end packages delivered from a closed, confirmed period
Owner-led businesses whose accounting has outgrown disconnected tasks.
Not defined by revenue. Defined by whether the accounting function has become too important, or too complicated, to keep running as a series of separate tasks. Common signals:
- Books that need to be outsourced, or a bookkeeper who has left
- Employees and payroll, meaningful AP, or meaningful AR
- The owner is still the default accounting coordinator and wants that handled professionally
- Recurring corrections from the CPA, or reporting that arrives late
- Growth outpacing the accounting system currently in place
An alternative to building and managing an internal accounting team, with the flexibility to grow alongside your business. You do not have to hire, train, manage, and supervise the accounting function yourself. AnchorPoint manages it under one accountable relationship, and the scope expands as the business does.
Professional services, contractors and trades, owner-operated companies, and selected nonprofits all fit. AnchorPoint is not restricted to one industry.
Answers before you call.
What does Managed Accounting include?
Monthly bookkeeping and accounting: transaction review and categorization, bank and credit card reconciliation, liability reconciliation within the agreed scope, balance sheet review, month-end close, financial statements, a written close confirmation, and CPA coordination. AP, AR, and payroll coordination are added when the engagement includes them. See the full scope.
Do you handle accounts payable or payroll?
Both are available as coordination capabilities alongside Managed Accounting. AnchorPoint can stage payments and coordinate approved payroll changes; you retain final approval and funding responsibility either way.
Can you clean up existing books first?
Yes. Cleanup and remediation is available as its own project, whether or not you continue with Managed Accounting afterward.
How do you price Managed Accounting?
Customized fixed monthly pricing based on transaction volume, number of accounts, payroll, reporting requirements, and overall complexity. Scope and price are confirmed in writing before work begins.
Are you a CPA firm?
No. AnchorPoint is an outsourced accounting firm. Stewart holds a Master of Tax Accounting and is an Intuit Certified Bookkeeper and QuickBooks Online ProAdvisor, but he is not a licensed CPA, and AnchorPoint does not provide audit or assurance services or prepare tax returns.
Talk about your accounting.
A short conversation about how your accounting works today, and what a managed process would look like. You will leave knowing what it covers and what the next step is.