STRUCTURED MONTHLY BOOKKEEPING · SYSTEM REPAIR · ONGOING OVERSIGHT

Structured monthly bookkeeping. Built on systems you can actually trust.

AnchorPoint provides structured monthly bookkeeping for small businesses, built on the same reconciliation discipline used to repair accounting systems that have fallen behind operational reality.

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

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Free initial conversation. Diagnostic work is scoped separately.

25+ Years Accounting & Implementation Experience
Master of Taxation
Intuit Certified ProAdvisor

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.

One core service. Two ways we support it.

Structured Monthly Bookkeeping is the core engagement. Cleanup and Protect exist to support it, for books that need repair first, and for ongoing monitoring after each close.

CORE SERVICE

Structured Monthly Bookkeeping

Keep the books current.

Structured monthly close, disciplined reconciliations, and reliable monthly reporting. Systems-level reconciliation discipline, not routine data entry.

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SUPPORTING · REPAIR

Cleanup & System Repair

Fix what broke.

For books that need repair before, or alongside, structured monthly bookkeeping. Root-cause repair of reconciliation backlogs, balance sheet issues, and liability corrections.

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SUPPORTING · MONITORING

Protect

Monitor for drift.

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

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A SEPARATE SERVICE

Starting a new business, or setting up a new accounting system? Implementation is a standalone engagement, not part of the Monthly Bookkeeping, Cleanup, or Protect line above.

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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.

"Stewart is a great person and provides exceptional services in Bookkeeping and Accounting. Would highly recommend!"

"Stewart is so professional and dedicated to accuracy and detail. I would recommend AnchorPoint to anybody needing accounting services."

"Stewart is an attentive, responsive, and very knowledgeable thought partner - great asset to any business!"

"Great experience with Anchorpoint Accounting Systems. The team is responsive, knowledgeable, and easy to work with. They made things simple and efficient. Would definitely recommend to other small businesses!"

"AnchorPoint is the perfect partner. Stewart's years of experience in the field coupled with his knowledge of systems, like QB, is a game-changer!"

"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."

"The AnchorPoint team provides the expertise and the higher level of service we needed to make the best use of our time."

"Very strong recommendation for AnchorPoint Accounting Systems. I've been very impressed at their approach to problem solving. They definitely have the client's best interests at heart, and they do a great job of asking the right questions to ensure they are addressing the appropriate concerns. The level of service they provide is excellent. Fees are more than reasonable. I truly feel like I'm getting a value for what I'm paying. Would enthusiastically recommend."

"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."

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.

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Free initial conversation · Engagement scoped to your situation