Anchor Point is the complete accounting team for Houston-area business owners who are tired of guessing where the money's going. Bookkeeping, payroll, bill-pay, monthly financials, and the CFO-level guidance most owners only get from someone they can't afford — all under one roof, with one team, on one bill.
Most firms sell you a "bookkeeping package" and nickel-and-dime everything else. We don't. When you engage Anchor Point monthly, the entire finance and accounting function is ours — every piece, every month, one fixed fee.
Every transaction coded correctly, every bank and credit card reconciled, every month — in the accounting software you already use or one we recommend.
Your vendors paid on time. Your invoices going out the door. Your team paid right. Plus year-end W-2s, 1099s, and the sales tax filings most owners forget about.
By the 15th of every month, you get a P&L, balance sheet, cash flow statement, and a plain-English commentary on what the numbers mean — not just what they are.
Fixed asset registers, depreciation schedules, inventory roll-forwards, and a general ledger your auditor, lender, or eventual buyer won't pick apart.
Loan covenants, lender reporting packages, sales tax filings, Texas franchise tax, and the industry-specific compliance the IRS and your bank will eventually ask about.
Cash forecasts, budget reviews, KPI dashboards, banking relationships, and a recurring conversation about what your numbers are telling you. The CFO most owners can't afford to hire — included.
Some businesses come to us with a specific problem to solve — books to clean up, a loan package to assemble, a sale to prepare for. We tackle it as a fixed-fee project. Many turn into monthly engagements; some don't. Either way, you get it done.
Six months. Twelve months. Three years. Doesn't matter — we'll get you current and clean, then hand back books your CPA can actually use. Usually 30 to 90 days.
See how it works → High DemandSBA loan. Line of credit. Equipment financing. Investor meeting. We assemble the three-year financial package your lender or investor expects to see — formatted, reconciled, and signed off by a CPA.
See how it works → Founder FavoriteEntity setup, chart of accounts, accounting software, payroll registration, banking setup, first 90 days of bookkeeping. Stop building bad habits before they cost years to undo.
See how it works → High StakesBuyers and their due-diligence teams will rip apart sloppy books. We clean up your history and tighten your monthly process so when the offer comes, the books don't cost you 20% of the sale price.
See how it works → UrgentIRS audit, lender audit, HOA audit, sales tax audit — we assemble the documentation, sit with the auditor, and translate what's happening. Most audits go better than owners expect once a CPA is in the room.
See how it works → DiagnosticBroken file. Wrong chart of accounts. Negative inventory. Bank feeds out of sync. We'll diagnose the damage, rebuild the foundation, and either run it for you monthly or hand it back trained up.
See how it works →Every Anchor Point engagement starts the same way: a structured onboarding designed to fix the past, stabilize the present, and set up the future. By day 90, your books are clean, your systems are integrated, and your monthly rhythm is locked in.
A 45-minute conversation about your business, your current finance setup, and what's actually broken. You walk away with a fixed-fee proposal and a clear scope — no hourly games.
We assess the books as they exist today, identify what needs to be rebuilt, and complete any catch-up or cleanup work before we go live. You see exactly what's broken before we paper over it.
We set up (or rebuild) your accounting software, integrate payroll, bill-pay, and revenue systems, and design a chart of accounts that produces reports you can actually use — not the generic one QuickBooks shipped with.
By month three, you have a fixed close schedule, a standard financial package delivered by the 15th, and a recurring CFO call to walk through what the numbers are telling you. Predictable. On time. Every month.
Each quarter we go deeper: KPI review, cash forecast, banking strategy, tax planning hand-off to your CPA. We're not just keeping score — we're helping you play the game better.
General bookkeepers learn on your dime. We've already worked in your industry — through every accounting wrinkle, every regulatory hurdle, and every reporting expectation your lender, board, or auditor is going to throw at you.
Reserve accounting, special assessments, transfer fees, Texas Property Code compliance, and the board-ready financials your HOA management is required to deliver.
ii.Per-mile costing, IFTA fuel tax, owner-operator settlements, factoring reconciliation, and the cash flow rhythms unique to fleet operations.
iii.Job costing for service companies, Joint Interest Billing (JIB), AFE tracking, multi-entity accounting, and the regulatory reporting oilfield work demands.
iv.Project profitability, WIP tracking, partner draws, retainer accounting, and the financial reporting consultants, attorneys, and agencies actually need to grow.
v.Production vs. collections, provider compensation, insurance receivables, fee splitting awareness, and the practice management financial reporting most bookkeepers miss.
vi.Daily sales reporting, tip accounting, FICA tip credit, food cost percentages, and the labor-cost discipline that decides whether your restaurant actually makes money.
vii.Job costing, percentage-of-completion, retention tracking, WIP schedules, and multi-entity real estate accounting for contractors, investors, and property managers.
viii.One ops LLC, one real estate LLC, one for the truck — we run consolidated books across multiple entities and roll them into financials you can actually read.
You'll know us by name. You'll have our cell numbers. You won't get bounced between four account managers in your first year, and you won't end up training a junior bookkeeper to do your job. That's the entire reason Anchor Point exists.
Rebecca has spent 30+ years building and leading finance functions across manufacturing, healthcare, oil & gas, hospitality, HOAs, project-based businesses, and music & entertainment. She started in public accounting and has been a controller, CFO, and now founding principal at Anchor Point.
Her work is rigorous, plain-spoken, and built around one idea: the books exist to help you make decisions. Everything else is just paperwork.
Curtis is a CPA with ten years of finance experience spanning corporate banking, lending, and operational accounting. Before Anchor Point, he worked across structured industries like manufacturing, fast-moving lending institutions, and emerging sectors like green energy services — which means he's seen how books need to be kept when the stakes are real and the lenders are watching.
His specialty is the side of finance most bookkeepers never touch: building the financial package banks actually want to see, structuring multi-entity accounting that holds up under scrutiny, and translating between what your business is doing and what your banker, board, or investor needs to understand. If your business is preparing for a line of credit, an SBA loan, or a serious financing conversation, Curtis is the one assembling the story.
Monthly engagements start at $3,000. Most clients land between $5,000 and $7,000 depending on transaction volume, number of entities, and how much strategic finance work you need.
We don't bill hourly. We don't surprise you with invoices. The scope is fixed when we sign. If it changes, we have a conversation first.
Get a Custom Quote →No pitch deck. No high-pressure close. A 45-minute conversation about what your finance function looks like today, what it should look like, and whether we're the right team to get you there. If we're not, we'll tell you who is.