For CPAs, bankers, and advisors.
AnchorPoint manages the recurring accounting. Your client's tax work, planning, and advisory relationship stay with you.
Books that tie out, before they reach your desk.
The usual reason a CPA refers a client here is that the year-end package keeps arriving in a condition that turns a return into a cleanup project. AnchorPoint takes on the recurring accounting, closes each period, and hands over a record set with explanations attached.
- Key accounts reconciled monthly, with open items documented rather than buried
- Balance sheet accounts reviewed, with support available for material balances
- Payroll and sales tax liabilities matched to filings
- Questions answered during the year instead of at the filing deadline
- Cleanup handled before tax work where a file needs it
Boundaries are explicit. AnchorPoint does not prepare tax returns, does not provide assurance, and does not offer fractional CFO or formal advisory services. It is not positioned to your client as a replacement for their CPA.
AnchorPoint also takes subcontract bookkeeping and cleanup work for firms that would rather keep the engagement in their own name.
When a referral tends to make sense.
- A client whose bookkeeper has left
- A client whose books arrive needing repair every year
- A client moving from QuickBooks Desktop to QuickBooks Online
- A client who has outgrown doing the bookkeeping personally
- A new entity that needs QuickBooks set up correctly
- A file that needs cleanup before this year's return can be prepared
Have a client to discuss?
A short call is enough to tell whether AnchorPoint is the right fit, what the engagement would cover, and how the handoff would work.