An accounting firm built around one accountable relationship.
Managed Accounting for owner-led small businesses: monthly bookkeeping and accounting, a disciplined close, and one relationship responsible for the agreed scope. Birmingham, Alabama and nationwide.
Stewart Gotlieb
Stewart founded AnchorPoint after more than twenty-five years combined across accounting, financial systems, and financial technology. He holds a Master of Tax Accounting and a Bachelor of Science in Management with an Accounting Concentration, and is an Intuit Certified Bookkeeper and a QuickBooks Online ProAdvisor.
His background includes public accounting and tax preparation, a controller role in a $10M retail and wholesale business, a senior accountant role with an international organization, and more than twenty years of financial systems and product leadership in environments where reporting accuracy was not optional.
Across those roles the same pattern kept appearing. The bookkeeping was getting done, but nobody owned how it all came together: the month-end was inconsistent, the balance sheet was not being reviewed, and the process underneath the numbers had no one accountable for it. AnchorPoint exists to be that accountable relationship.
In practice that means three things: controller experience supports a close that runs on schedule, the accounting and tax background makes CPA coordination straightforward, and years spent implementing accounting and payment systems means posting problems get fixed at the source instead of re-coded by hand every month.
AnchorPoint is not a CPA firm. Stewart is not a licensed CPA and does not provide audit, assurance, tax return preparation, or formal advisory services.
Three parts of the background that shape the monthly work.
Books kept with year-end in mind
Grounding in accounting principles and tax treatment shapes how the books are kept during the year, so the work your CPA does in the spring is a review rather than a reconstruction.
Knowing how a close really works
Having run an accounting function inside an operating business means knowing where processes break, how reconciliations fall behind, and what a dependable month-end actually requires.
Fixing problems at the source
Years spent on financial systems means a payroll posting or payment processor feed that is creating errors gets corrected upstream instead of being re-coded by hand every month.
That combination is the reason the firm is process-driven. AnchorPoint delivers the agreed accounting scope, it is not a technology consultancy. The systems experience simply means the accounting system gets built and maintained by someone who understands both halves of the problem.
How the work is delivered. Each engagement runs on documented close procedures, standard workpapers, and a written close confirmation, rather than on one person's memory. That documentation is what lets scope grow, and additional accounting resources be brought into an engagement, without the client's process changing or the standard slipping. Every engagement is scoped and supervised by Stewart.
The commitments behind the monthly service.
- Key accounts reconciled every month, not only the bank
- The balance sheet reviewed each close, with material balances tied to support
- The same close sequence every period, documented and repeatable
- Exceptions investigated, documented, and reported with the close, with material open items carried forward on purpose rather than buried
- Close status reported accurately, so an unsupported balance is never presented as resolved
- Coordination with your CPA as a normal part of the work
Birmingham, Alabama and nationwide. AnchorPoint is based in Birmingham and works with businesses across Alabama and the United States. Work is performed remotely through secure system access, with in-person meetings available locally.
info@anchorpointaccountingsystems.com
(205) 719-6480
Birmingham, AL 35222
What AnchorPoint does not do. No tax return preparation, no payroll processing (payroll runs through your payroll provider; AnchorPoint coordinates and reconciles it), no audit or assurance work, and no fractional CFO or formal advisory services. Tax and legal questions stay with your CPA and attorney.
Talk about your books.
A short conversation about the current state of your accounting and what you need from a managed monthly process.