5.0
Average rating
3
Client Reviews
$500 - $1,000
Monthly Pricing
What Our Clients Say
5.0
3 Client Reviews
Justin Mardjuki
July 25, 2025
Current client since 2025
5.0
Reason for working with Anchor
Ability to close books asynchronously and work well with our Puzzle implementation
Experience working with Anchor
Excellent - closing books smoothy/professionally with minimal oversight
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Kedar Koirala
July 27, 2025
Current client since 2024
5.0
Reason for working with Anchor
We were looking for an outstanding Fractional CFO / Controller for Wealthlane Financial Inc. After meeting with the founder of Anchor, we knew they were the right firm for us to partner. Key factors for us were: a tech-forward firm, knowledge and experience, early stage company experience and personality. Anchor exceeded our expectations in each of those categories.
Experience working with Anchor
Anchor has been such a great partner for Wealthlane. We have been very pleased with their support - they are very knowledgeable, are always available and very prompt in their response. We look forward to a very long-lasting partnership with Anchor.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Meet The Team Behind Anchor
Justin McLoughlin
Helping Startups Succeed at airCFO & Anchor
We partner with 300+ venture-backed startups, providing them with a full-stack Accounting, Finance, Tax & People Ops partner to help them navigate their startup journeys. We give founders a team of dedicated back-office experts from day one so they can focus on growing their business.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Fractional CFO Services
✔ Payroll Services
✔ Tax Preparation
✔ Accounts Payable/Receivable
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Cash Flow Management
✔ Business Formation
✔ Due Diligence
✔ Mergers and Acquisitions
Our Ideal Client Profile
We work with both bootstrapped and investor-backed startups. We specialize in early-stage SaaS and Services startups. Our clients will have a budget of at least $500/mo. and have a recurring need for monthly services.
We're Probably Not A Good Fit If
✗ eCommerce or CPG startups that don't have a good handle on inventory processes and systems
✗ non-profits
✗ clients only looking for once-a-year accounting projects
How We Work
1
Introduction & Discovery
We begin with an introductory call to understand your business, goals, and specific needs. This helps us tailor our services and create a custom plan that aligns with your vision.
2
Information Gathering & Systems access
To ensure a smooth transition, we'll provide you with a simple onboarding checklist. This will guide you in providing us with the necessary information, such as financial statements and bank details.
3
Dedicated Team Intros
Within the first 30 days of onboarding, you will be introduced to your dedicated account manager and team. They will be your primary point of contact and will work with you on an ongoing basis.
4
System Integration & Cleanup
Our team will get to work setting up our systems and integrating them with your existing tools. We will also handle any necessary historical data cleanup to ensure a clean and accurate start.
Behind The Scenes At Anchor
Overview of Anchor's Services and Pricing
https://www.loom.com/share/c4ae4eda73804d9d903e573ad3d564b7
Transparent Pricing
Getting Started Plan
$500 - $1,000/Monthly
Bookkeeping only plan with monthly close and monthly wrap-up email & video; Unlimited Slack or Email Support
Scaling Up Plan
$1,000 - $2,000/Monthly
Bookkeeping, Spend Management & AR Support; incl. unlimited Slack and Email Support
CFO-level services
$1,000 - $10,000/Fixed
Ad hoc FP&A and Fractional CFO support for fundraise, budget or forecasting projects
Frequently Asked Questions
Get answers to the most common questions about Anchor
What makes you different than all the other Accountants/CFOs?
Startup Experience: We started helping startups in 2014 and we've stayed focus ever since. We have a proven track record helping well over a dozen of our clients reach unicorn status or get acquired.
Startup Professionals: Our team is made up of experienced accountants and finance pros, HR pros, and tax experts who are passionate about helping startups succeed.
Software Expertise: We know the best fintech software for your startup and how to set it up and streamline systems to reduce manual work.
Tech-enabled services: We are a services company at heart, but we use cutting-edge technology to automate tasks and streamline our processes. This frees up our time so that we can focus on providing you with the best possible service.
Startup Professionals: Our team is made up of experienced accountants and finance pros, HR pros, and tax experts who are passionate about helping startups succeed.
Software Expertise: We know the best fintech software for your startup and how to set it up and streamline systems to reduce manual work.
Tech-enabled services: We are a services company at heart, but we use cutting-edge technology to automate tasks and streamline our processes. This frees up our time so that we can focus on providing you with the best possible service.
What industries do you support?
Our core competency is in early-stage tech industries: We have worked with startups in most tech industries, including business services, information technology, finance technology, health and bio-tech, real estate, construction, hospitality, and aerospace technology.
How do you communicate with clients?
They use Slack, email, and live calls, and suggest at least one monthly check-in.
How do you determine pricing?
Pricing is based on the startup's funding stage and scope of work, with a flat-rate core package and fees for additional services.
How long does onboarding take? What is the process?
Onboarding typically takes 10-30 days depending on historical cleanup. Clients need to provide basic information, financial statements, and bank account details, which takes about 1-2 hours.
Anchor's Tech Stack
About Anchor
Anchor was established in partnership with Puzzle.io after 10+ years of building airCFO and working with approximately 350 startups including: Anthropic, Bluesky, Replit, and Coffee Meets Bagel, as well as startups that have since exited such as Pachyderm (acquired by Hewlett Packard), Auto List (Car Gurus), Weddington Way (The Gap), TruStar (Splunk) and On The Barrelhead (Nerd Wallet).
Anchor understands the needs of startups as they grow from pre-seed --> Series B+, and can build a fractional team to fill those needs until you can justify building your internal, full-time finance department.
Anchor understands the needs of startups as they grow from pre-seed --> Series B+, and can build a fractional team to fill those needs until you can justify building your internal, full-time finance department.
Schedule a 30-min Discovery Call
https://calendly.com/justin-mcloughlin
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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