Reliable bookkeeping for businesses that want clean, accurate books.
Anchor Ledger provides ongoing bookkeeping support, monthly reconciliations, and CPA-ready financials for owner-operated businesses — with the deeper accounting expertise to handle cleanup, catch-up, and complex situations when they arise.
Get in TouchCurrently accepting new clients · Austin, TX & beyond
Ongoing support and project work both welcome. All inquiries confidential.
Steady support for operating businesses. Skilled help when things get complicated.
Anchor Ledger works with small and growing businesses that want dependable bookkeeping and clean financials — and with business owners who need experienced accounting help to untangle something more complex.
You want books you can trust, every month, without thinking about it.
Monthly reconciliations, accurate financial statements, payroll reconciliation, CPA coordination at year-end — handled thoroughly and delivered on time. You stay focused on running your business. The books stay clean.
Something went sideways and the books need serious attention.
Years of records to reconstruct. A balance sheet that doesn't reconcile. An IRS notice requiring organized documentation. These situations call for deeper accounting experience — and that's where Anchor Ledger particularly stands apart.
What we handle
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Monthly Bookkeeping & Reconciliations
Monthly bank and account reconciliations, categorization, and general ledger maintenance in QuickBooks Online or your existing system. Books closed cleanly each month, on schedule.
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Monthly Financial Statements
Accurate profit & loss and balance sheet delivered monthly — so you can see what's happening in your business without waiting until tax season to find out.
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AP & AR Support
Invoicing support, bill entry, and receivables tracking to keep cash flow visible and records current between close periods.
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Payroll Reconciliation
Payroll posted correctly to the general ledger each period, with tax liabilities matched and no discrepancies accumulating in the background.
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Year-End Close & CPA Coordination
Adjusting entries completed, books closed cleanly, and financials handed off to your CPA in the format they need. Tax season as it should be — uneventful.
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Book Cleanup & Correction
Existing books that need reconciliation — traced, clarified, corrected, and documented. Full workpapers delivered so your CPA starts from a solid foundation.
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Unfiled Years Caught Up
Multiple years of books rebuilt from bank statements and source documents — carefully documented and ready to support accurate filings. Delivered with workpapers your CPA or EA can rely on.
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IRS Correspondence Support
Information requests organized, workpapers indexed, reconciliations completed. Records presented clearly and thoroughly — ready for your licensed representative to take forward.
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Transaction-Level Research & Resolution
When something doesn't reconcile and the source hasn't been identified. Methodical analysis to find the root cause, document the resolution, and produce a clear memo — for the balance sheet items that have resisted every prior effort.
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Journal Entries & Adjustments
Accruals, reclasses, fixed-asset schedules. Each entry documented for fast review by your CPA or Enrolled Agent.
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Individual & Small-Business Returns
Individual 1040s and small-business pass-throughs — Schedule C, simple 1065s, and 1120-S returns. IRS representation (audits, appeals, collections) is referred to a licensed CPA or Enrolled Agent.
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Due Diligence Readiness
Review the balance sheet, resolve items that need clarification, and assemble the financial documentation banks, investors, and lenders will request. For companies preparing to raise capital or close a significant transaction.
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ERP Implementation & Migration Support
Accounting-side support for ERP migrations — chart of accounts mapping, historical data validation, parallel-period reconciliation, and go-live support. We handle the general ledger side. Your IT team handles the rest.
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Payroll System Implementation Support
GL mapping, tax liability account setup, automated journal entry configuration, and first-period reconciliation for payroll migrations. We make sure your payroll system talks correctly to your general ledger from day one.
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AR Recovery
A scoped engagement to diagnose stuck receivables — portal issues, invoice formatting problems, contact gaps — resolve them, and rebuild the collection process so they don't get stuck again.
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Revenue Reconciliation
Bridge the gap between what one system shows as sold and what the other recognizes as revenue. We build a repeatable reconciliation process so your two sources of truth stop disagreeing.
Getting started is straightforward.
Whether you're looking for ongoing monthly bookkeeping or need help with a specific project, the process is the same: clear scope, work done inside your system, and clean documentation at the end.
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01 | Conversation First
A free conversation to understand your business, your accounting system, and what you need — before anything is proposed.
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02 | Clear Scope, Agreed Upon
You receive a written scope of work — what's included, what the process looks like, and what you can expect — before anything begins. For ongoing clients, that means a consistent monthly workflow. For project work, a defined deliverable.
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03 | Work Done Inside Your System
Everything happens directly inside your accounting environment — QuickBooks Online, your ERP, wherever your books live. No parallel spreadsheets, no disconnected tools.
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04 | Clean Deliverables, Every Time
Monthly clients receive reconciled books and financial statements on a reliable schedule. Project clients receive documentation their CPA can use immediately.
I had two years of unfiled S-Corp returns and no bookkeeping or financials for my business. Cat rebuilt two years of books in a week, connected me with a solid Enrolled Agent, and managed the process between us. What had felt like an overwhelming situation was resolved calmly and completely.
Cat was persistent and dependable in working through legacy balance sheet reconciliation items and following them through to resolution. Her steady approach brought structure and momentum to several long-outstanding issues that had resisted prior cleanup efforts.
Cat Pena, Principal
Cat is a Georgetown, Texas native who began her accounting career with an audit internship at Deloitte and has spent nearly a decade in audit-focused accounting roles since. She founded Anchor Ledger to give small business owners access to the kind of thorough, experienced accounting support that larger companies take for granted — clean books every month, reliable financial reporting, and a practitioner who actually understands what's happening in the general ledger.
That same depth is what makes Anchor Ledger capable of handling more complicated situations — reconstructing years of records, navigating IRS correspondence, or resolving balance sheet items that have resisted prior cleanup — when they arise. Cat holds an accounting degree from Southwestern University and works with businesses in Austin and beyond.
Nearly a decade of audit-focused accounting experience
Deloitte audit internship · Southwestern University, B.A. Accounting
QuickBooks Online · Austin, TX based · Available nationally
Ongoing bookkeeping clients and project-based engagements both welcome
Let's talk about what your business needs.
Whether you're looking for ongoing bookkeeping support or need help with something more specific — a cleanup project, years of catch-up, or a situation that's become complicated — reach out with a few details about your business. I'll follow up within one business day.
All inquiries are handled privately and without judgment. If a CPA, EA, or colleague referred you, feel free to mention their name.
Referring a client? If you're a CPA, EA, or financial advisor sending a client our way, please mention your name when you reach out — it helps me understand the situation and coordinate with you directly. All referrals handled professionally and discreetly.