If your accounting system has fallen behind, or financial reports have become difficult to trust, a Structured Diagnostic Review is the correct starting point. Tell us what you’re seeing and we’ll coordinate the appropriate next step.
Use the form to describe your situation, what the books look like, what issues have been observed, and what you’re trying to accomplish. We’ll review it and follow up to discuss whether a diagnostic engagement is the right next step.
There’s no commitment required to reach out. The initial conversation is focused on understanding your situation, not on selling a service.
Describe your situation briefly: the state of the books, what you’re seeing, and what you need. More context helps us understand where to start.
AnchorPoint reviews your submission and follows up, typically within one business day, to discuss your situation and whether a diagnostic review is the right fit.
If it makes sense to proceed, the diagnostic engagement starts. You receive a written findings report at its conclusion, before any cleanup or repair work is proposed.
AnchorPoint does not use high-pressure sales tactics. The initial conversation is a diagnostic discussion, to understand your situation and determine whether an engagement makes sense. If it doesn’t, we’ll say so.
Tell us about your situation and we’ll coordinate a time to connect.
The diagnostic is designed for situations where the path forward isn’t clear. You don’t need to know exactly what’s wrong before reaching out. That’s what the diagnostic is for.
Common situations where a diagnostic conversation makes sense:
The numbers exist but leadership can’t confidently act on them, and it’s unclear where the issue originates.
Bank accounts, credit cards, or other key accounts haven’t been properly reconciled, and it’s unclear how far back the issues go.
Cleanup has been done before but the issues reappear, which typically indicates a structural cause that wasn’t addressed.
The initial conversation at AnchorPoint is a diagnostic discussion. The goal is to understand the actual condition of your accounting system, not to sell a service.
If a diagnostic review doesn’t make sense for your situation, AnchorPoint will say so. If it does, you’ll understand why before any engagement begins.
The written findings report at the end of the diagnostic gives you a clear picture of the system’s condition, regardless of whether you proceed with cleanup work.