Anchored Bookkeeping Services
Go from financial chaos to smooth sailing.
You’ve tried to handle your own bookkeeping before. You get off to a good start - but it doesn’t stick. You get behind and get stuck feeling frustrated and overwhelmed.
Do any of these sound familiar?
✔ You're constantly saying I don’t have time to do it now.
✔ You're always dreading the task of your own bookkeeping.
✔ You feel like your books are never caught up.
✔ You’re frequently thinking you can’t afford your own bookkeeping professional.
Imagine what it would feel like if you knew exactly what to do to maximize your profits and minimize your taxes!
What if I told you that you could...
✔ Gain, on average, up to 5 hours a week. This is for an average week, which doesn’t include end of the year reports and tax season.
✔ Always know where you are currently at financially, but also know where you are going.
✔ Increase profitability by an average of 10% or more by hiring a professional bookkeeper.
✔ Stop stressing and feeling defeated about your books.
Introducing:
Anchored Bookkeeping Services
Go from financial chaos to smooth sailing.
With Anchored Bookkeeping Services, you can:
Save Time and Stress
Free up time to grow your business and live your life! Spend less time on these clerical tasks and let someone who loves bookkeeping do it for you.
Save Money
Having monthly books will catch duplicate or unnecessary charges and will maximize your tax benefits. Also, your CPA’s job will be easier and therefore, their fees will be reduced.
Make Money
Have a clear snapshot of your company’s financial health so you can make better decisions to navigate forward. Be able to lead your company towards greater success.
Your life before having a professional bookkeeper:
Not having the time or expertise to handle your bookkeeping
Running your business financially blind
Your cash flow is unpredictable
Missing out on tax write-offs
Your life after you have hired Anchored Bookkeeping Services:
More time to focus on running your business
Having a grasp on exactly where you are at financially
Receiving updates on your cash flow every month
Having an advisor year-round. Not just during tax season.
Here’s what you get:
1. Full Support
Unlimited support includes unlimited emails and calls, and they are included in your price. I will respond within one or two business days. Monthly meetings to go over any concerns from either of us and for me to explain your financial statements so you can understand your reports.
It’s also important for me to mention that I will take great effort in learning about your business so I can handle your books that much better. You’re not “just another client” to me. I have a desire to get to know you and your business so I will one day become a trusted advisor and a valued member of your business.
2. Monthly Financial Reporting
Simply put, monthly financial reports give you a concise overview of the previous month’s financial status so you have up-to-date reporting of the cash management, profit and loss statements, and a snapshot of where your business is at as of today. This enables you to evaluate future plans and decisions moving forward. You will be able to follow your path towards your goals.
Don’t understand these reports? That’s ok; I will explain them to you and answer any questions you may have. We will have monthly meetings to go over these reports or quarterly, if you wish. These monthly meetings are included in my price.
3. No Hourly Fees
Whether you hire me to do a clean-up or for monthly services (or both), you will have a personalized quote and know exactly how much you will pay. No surprise fees. Pay at a fixed rate.
I don’t think charging hourly is beneficial for either of us. With paying hourly, you will have no idea how much you will end up paying. It also doesn’t allow me to be as efficient. As an expert and as I become more familiar with your company and your books, I will be searching for ways to streamline or automate certain tasks. In other words, I will be working on improving my work flows and becoming more efficient. Paying hourly takes this incentive away. It also allows me to work at my own pace ensuring all my “t’s” are crossed and “i’s” are dotted. Plus, you don’t have to worry about being charged for that phone call.
Pricing
After reviewing your current books, I will send you a proposal which includes my services and your customized quote, usually within 24 hours. I believe that I have reasonable prices, but I am not cheap because I get results. Remember, you get what you pay for. I will be your ally and hope to become one of your top, trusted advisors.
Accepting new clients now!
Fill out my contact form to tell me a little about your business and what you are looking for. I will respond as soon as I can and we can set up a free consultation call to see if we are a great fit.
Here's what happens when you sign up:
Step 1.
Fill in the contact form and tell me all about your business & your needs.
Step 2.
I’ll reach out and we will schedule a consultation call. If you want to proceed, then you will allow me to look at your books by adding me as an accountant, so I can give you my proposal with the quote.
Step 3.
Once you accept my proposal, I will email you my engagement letter to sign, an invoice, and ACH form if you are monthly.
Step 4.
Once paid, I will give you some homework (required documents, statements, etc.) and start the onboarding process. Then I begin working on your books.
FAQs
1. Do you use any other accounting software?
No, at this time, I am only using QuickBooks Online that I am advanced certified in.
2. How long is the contract between us?
I do not require a certain amount of time. I feel that if you are not happy with my services, then you shouldn’t feel stuck with me. I do require a 30 day notice if you wish to disengage, so I can be ready to transfer everything over to you.
3. Do you prepare taxes?
I do not prepare taxes or give tax advice. I do compile and process 1099’s every January for an additional fee. Collect W9s from your vendors and turn them into me during the year. Also, you will be able to hand over clean reports to your Accountant/CPA to make taxes less time consuming for him/her.
4. Will you work with my CPA when tax time comes?
Absolutely! At no extra charge to you.