For every CEO there needs to be a CFO
Bookkeeping Made Easy
Whether you’re just getting started or you have an existing accounting platform subscription, our team can help you create a streamlined and powerful system. Our services include custom COA, set up vendors and customers, build team access points and payroll systems, and data conversion.
Expert Organization and Counsel
We provide you with weekly, monthly, or quarterly bookkeeping services, financial statements, customized reports, CPA communication, unlimited support, and a CFO performance meeting.
Keep Track of Every Dollar
Our team will help you keep payments professional and prompt through organization of bills, records, Aging Reports, Vendor/Contractor relationship management, unlimited support, and more.
Streamline Payments
We provide multiple payroll services, including online payroll setup, building online employee portals, reporting and filing, tax payments, time and PTO tracking, a dedicated HR advisor, unlimited support, and more.
On-Call CFO Services for Your Company
Our CFO services are available on an ongoing or by-project basis, and include creating business KPIs, budgeting and forecasting creation, ongoing compliance, risk analysis of current and new businesses, audit preparation and support, and more.
The Balancing Act Online Course: Your Foundation for Financial Growth
At Anchor Financial Services, we understand that not every small business is ready for full-scale financial services and bookkeeping. Recognizing this gap, we've created our all new online course "The Balancing Act" to support business owners at any stage of their journey.
This course offers foundational knowledge and practical strategies to help you establish a solid financial base, giving you the tools and confidence to manage your finances with precision. It's our way of ensuring that every entrepreneur has access to the financial insights necessary to thrive, even before they're ready to engage in comprehensive financial services.
False Beliefs
I can run my business’ finances myself.
Without years of education and experience, it would be very difficult to manage every area of your business’s finances correctly. With Anchor’s services, you can still maintain full control over your finances and while strengthening your business for the long haul.
A standard bookkeeper will be able to keep everything in order.
When you’re trying to build a successful business, you need more than organizational services. Anchor improves the systems you already have, organizes your data, and provides you with expert advice.
My CPA will organize this information during tax season.
Your CPA will only provide you with data that pertains to taxation. Anchor can provide you with the same organizational services prior to sending your documentation to a CPA for processing, while gathering relevant data that applies to every area of your business.
As long as we’re in the black, the details aren’t that important.
While it’s great to have cash on hand, there is a massive difference between having cash and being profitable. In order to accomplish long-term growth, you need someone who can interpret your balance sheets and tell you where your business truly stands.