No sales pressure — just a Discovery conversation
Start with a
Discovery Conversation
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.
We’ll walk through what you’re seeing and determine whether a structured Diagnostic Review is the right next step.
Not every situation requires a full diagnostic. This conversation helps determine the right starting point.
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Diagnostic-First
25+ Years Experience
Written Findings Report
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Intuit Certified ProAdvisor
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Birmingham, AL - Serving Nationwide
— How to Reach Us
Start With a Description of What You’re Seeing
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.
01
Submit the Form
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.
02
We Review & Follow Up
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.
03
Diagnostic Review Begins
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.
Not every situation requires a full diagnostic engagement.
If you already know what needs to be done - cleanup, monthly support, or a specific issue - you can still reach out here.
We’ll review your situation and determine the right starting point.
— WHAT TO EXPECT
What Happens After You Reach Out
Every AnchorPoint engagement follows the same structured sequence - starting with a diagnostic conversation, not a sales call.
—TRANSACTIONS
I
All transactions for the period categorized against the correct accounts — consistently, according to the established chart of accounts.
Record & Categorize
You describe your situation via the form or by phone. No detailed preparation required - just a summary of what you’re seeing and what you’re trying to resolve.
Initial Submission
—You reach out
II
— RECONCILIATION
Every key account reconciled to its statement - bank, credit card, and others as applicable. No period closes with unresolved reconciling items.
— We follow up
Reconcile Key Accounts
Diagnostic Conversation
AnchorPoint follows up - typically within one business day - to discuss your situation, ask clarifying questions, and determine whether a formal diagnostic review is the right starting point.
— ASSESSMENT
Structured Diagnostic Review
If it makes sense to proceed, the diagnostic engagement begins. A systematic review of the accounting system - reconciliation status, balance sheet, liabilities, chart of accounts.
— DELIVERABLE
Written Findings & Roadmap
You receive a written findings report - what was found, how the condition is classified, what remediation is recommended, and what a cleanup engagement would involve if you choose to proceed.
Stewart Gotlieb
Founder · AnchorPoint Accounting Systems · Birmingham, AL
— Not Sure Where to Start
If You’re Not Sure What You Need, Start Here
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:
Financial reports feel unreliable
The numbers exist but leadership can’t confidently act on them — and it’s unclear where the issue originates.
Reconciliations are behind or broken
Bank accounts, credit cards, or other key accounts haven’t been properly reconciled - and it’s unclear how far back the issues go.
The same problems keep coming back
Cleanup has been done before but the issues reappear — which typically indicates a structural cause that wasn’t addressed.
Stewart Gotlieb
This Is Not a Sales Call
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.
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info@anchorpointaccountingsystems.com
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(205) 719-6480
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Birmingham, Alabama · Serving businesses nationwide
Tax preparation supported by books that close cleanly at year-end
A system that stays aligned with operational reality over time
Reports that are ready when leadership needs to look at the numbers
Reconciliations current as of each period end - nothing left open
Financial statements that close cleanly every month - no carryover questions
What Structured Monthly Bookkeeping Covers - and What It Does Not
Clarity on scope matters. This service has a defined purpose, and understanding its boundaries helps set appropriate expectations from the start.
Not Included
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Cleanup or historical correction work
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Catch-up bookkeeping
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One-off or ad hoc requests outside the close process