CFO Services
We are intentionally structured as a small firm, bringing hands-on business experience and a results-driven approach to every client relationship. With QuickBooks Online, your financial data is available anytime, anywhere. We prioritize accuracy, accessibility, and ongoing process improvement so our clients receive reliable, actionable insights to support better decisions.
Services include:
- Management Reporting
- In-depth KPI analysis (key performance indicators)
- Data-driven forecasts and budgets
- Strengthening financial liquidity/cash flow
- Job Costing
- Review and implement e-commerce payment automation to reduce collection time
BOOKKEEPING & PAYROLL SERVICES
At Anchor Fractional CFO, we take the accounting function completely off an owner’s plate so owners can concentrate on growing/running their businesses. That process starts with a foundation of accurate financials. Errors in the books can be very costly, from poor decision-making based on faulty data to overpaying taxes.
QuickBooks Online is our main accounting platform as it is the industry leader and is robust enough to handle the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, Bill.com, Ramp, etc.) that provide a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money. We do, however, work with clients using QuickBooks Desktop as well, as it is sometimes a better fit for businesses requiring certain specific features like inventory. We are advanced certified QuickBooks ProAdvisors.
Our bookkeeping services include:
- Downloading and properly coding all bank and credit card transactions
- Bank and credit card reconciliation
- Accounts receivable/Invoicing customers
- Accounts payable
- Payroll processing
- Inventory tracking
- Fixed asset management
- Sales tax accounting and filing
- Financial reporting
- 1099 filings
Data Cleanup/ QBO Conversions/New QBO setup
Life gets messy. We love the challenge of a good cleanup, so let us take that off your hands!
We can clean up a year’s worth of data in just days.
We can also create new QB companies for your business or convert an existing QB desktop to a more modern QB online version.
