How working with AnchorPoint actually starts.
It starts with a conversation about your current books, systems, and needs. Nothing is purchased before that, and no review has to be bought before Managed Accounting can begin.
From first conversation to a monthly rhythm.
Six steps, in order. Remediation happens only where the books need it, and it is scoped separately.
Conversation
A free discussion of the business, the current accounting setup, what is not working, and the level of support you want. You will learn what Managed Accounting would cover and what a realistic starting point looks like.
Scope
Managed Accounting is defined in writing, along with any financial operations coordination and any transition work already known to be needed. Price follows scope, and the first close month is agreed before anything starts.
Onboarding
System access is set up with the appropriate permissions, records are gathered, and the people and providers involved in the accounting process are identified: bank feeds, payroll provider, payment processors, and your CPA.
Accounting Readiness Review
With access in place, the books and workflows are reviewed in detail: account balances, reconciliation status, liability accounts, and how information reaches the file. Scope and fee are reconfirmed in writing on the basis of what the review finds.
Remediation, if needed
Where the review finds problems that would make the monthly numbers unreliable, cleanup and remediation is set out in a separate written proposal for your approval. It is scoped from the condition of the file, it is not mandatory, and books in reasonable condition skip this step.
Recurring Managed Accounting
The recurring process runs on a defined schedule: categorize, reconcile, review the balance sheet, prepare statements, confirm the close. Same sequence every period, with any agreed financial operations coordination running alongside it.
Then, ongoing improvement. Workflows, reporting, and CPA coordination get refined as the business changes. Optional Protect monitoring can be added once the foundation is running reliably.
The deep review happens after engagement, not as a purchase before it.
AnchorPoint does review the accounting environment carefully. That is the Accounting Readiness Review, and it happens after engagement and access, as part of taking responsibility for the books. It is not a paid front door, no standalone diagnostic has to be purchased, and it is not a gate in front of Managed Accounting.
The one exception is a cleanup project whose size cannot be estimated responsibly from the outside. In that case a focused look at the file may be proposed before a cleanup quote, so the quote reflects reality.
What you will be asked for. Access to QuickBooks Online, bank and credit card statements for the periods in question, payroll reports, loan statements, and the name of your CPA or tax preparer. Access is set up with the appropriate permissions rather than shared passwords.
Timing depends on the condition of the books and current capacity. A specific start date and first close month are agreed during scoping.
What the relationship looks like month to month.
A predictable schedule
The close happens on a defined timeline each month, with statements delivered and the close confirmed in writing so you always know where the books stand.
Issues raised in plain language
When something does not tie, or a workflow is causing errors upstream, you hear about it with a recommendation. No jargon, and no discovering it at tax time.
Your CPA stays in the loop
Questions from your CPA get answered during the year. Year-end starts from a closed, confirmed period rather than a scramble. More for CPAs.
Start with a conversation.
Describe where your books stand and you will get a clear recommendation about the right starting point.