What's Included

A closer look at each service

From day-to-day bookkeeping to boardroom-ready strategy, every engagement is built around real, accurate numbers first.

Calculator and laptop on a desk used for bookkeeping and financial review
01 - Bookkeeping & Accounting

Clean, reconciled books every month

The foundation everything else is built on, accurate books, payroll, and tax-season support you can trust.

Monthly

  • Full account reconciliation
  • Transaction categorization
  • Clean chart of accounts
  • Monthly financial statements

As Needed

  • Catch-up & cleanup bookkeeping

Payroll & Tax

  • Payroll processing & support
  • Tax-season prep & documents for your CPA
02 - Advisory

Guidance for the decisions your numbers raise

Bookkeeping tells you where you've been, advisory helps you decide what's next, with a direct line to a senior finance partner for ongoing strategic check-ins.

  • Price & Profitability Analysis
  • KPI Dashboards & Management Reporting
  • Budgeting & Cash Flow Forecasting
  • Financial Statement Analysis
Common Questions

Services FAQ

Can I combine services, or switch later?

Yes, most clients start with bookkeeping and add advisory support as they grow. Packages flex with you.

Is pricing really flat-fee?

Yes. You'll get a custom monthly quote after your free consultation, based on your books' size and complexity, no surprise hourly billing.

Do you work with businesses outside your area?

Yes, Anchor works remotely with clients anywhere in the U.S.

Get Started

Not sure which service fits?

Tell us about your business on a free call, and we'll recommend the right starting point.

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