For CPAs, Bankers, Attorneys, and Advisors

A Place to Send Bookkeeping Work
Without Losing the Client.

AnchorPoint handles the monthly bookkeeping, the cleanup before tax work, and the QuickBooks Online setup for new entities. Tax, assurance, and advisory stay with you.

Schedule a Conversation How to refer a client
Not a CPA firm
No tax preparation or tax opinions
Written scope and close documentation
Birmingham, AL & nationwide
Sample AnchorPoint monthly close confirmation report cover

Every monthly close is confirmed in writing, so the referring professional knows what condition the books are in.

When to Think of AnchorPoint

Referral Situations

Any of these is a good reason to send a client to AnchorPoint.

The business needs a monthly bookkeeper

The bookkeeper left, or changed, and the handoff was not clean

The books are behind, or the QuickBooks file does not match reality

Cleanup needs to be completed before tax work can proceed accurately

A new business needs QuickBooks Online implemented correctly

Cleanup was completed, and ongoing bookkeeping is needed so it does not repeat

Professional Boundaries

What Stays With You

Tax

AnchorPoint does not replace the CPA

No tax preparation, tax opinions, or tax advice. Sales tax and payroll tax questions are referred back to you.

Advisory

Advisory stays with the CPA

AnchorPoint does not offer CFO, advisory, or assurance services. It keeps the books that your advice is built on.

Documentation

Written scope and close documentation

Cleanup engagements end with a written summary of what was found and corrected. Monthly closes are confirmed in writing. CPA coordination is available when needed.

What Comes Back to You

Records That Tie Out

Whichever service the client needs, the result is the same: books you can work from at year-end without a cleanup first.

01
Monthly Bookkeeping

A confirmed monthly close

In-scope bank, credit card, loan, payroll liability, and sales tax accounts reconciled to outside records. Balance sheet reviewed. Close confirmed in writing.

02
Cleanup

Defensible books before tax work

Reconciliation backlogs cleared, balance sheet and liability accounts corrected, and a written summary of what was found and fixed.

03
Implementation

A new entity set up correctly

Chart of accounts, bank feeds, POS and payment workflows, opening balances, and written procedures, then a handoff into monthly bookkeeping.

04
Coordination

Questions routed to you

Tax treatment, entity, and compliance questions go to the CPA. AnchorPoint coordinates when a year-end need or an open question calls for it.

How to Refer a Client

Three Ways to Make the Introduction

01

Call first

Call (205) 719-6480 and describe the situation. Stewart will tell you whether it fits and what the likely path is before you involve the client.

02

Send the client here

Point them to this page or to anchorpointaccountingsystems.com/contact. The contact form has a CPA / Referral Partner option.

03

Introduce by email

Copy info@anchorpointaccountingsystems.com on an introduction. AnchorPoint follows up with the client, typically within one business day.

Who AnchorPoint fitsSmall businesses on QuickBooks Online, typically established companies in the $1M to $20M revenue range for ongoing bookkeeping. Implementation also serves newly formed businesses. Based in Birmingham, Alabama, working across the state and nationwide.

Have a Client in Mind?

A short conversation is enough to tell whether AnchorPoint is the right fit and what the starting point would be.

Schedule a Conversation

Or call: (205) 719-6480