image for site
Anchor | Advisory Services, Bookkeeping, Fractional CFO Services

Anchor

FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
2 - 5 employees
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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.

Clients who would be a good fit

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.  

Clients who wouldNOTbe a good fit

Business that aren't trying to grow (e.g. lifestyle businesses).  E-Commerce businesses that have large numbers of products and SKU's.  Non-profits.
Also in general, company's that are looking for a once-a-year, or one-time cleanup project.  We look for clients that have a recurring, monthly need to have their accounting and finances in order.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
No minimum required

Client Specialties

Client Type

Services Offered

Service Pricing

Monthly Fixed Fee
$500 to $2,000

Meeting Options

Video meetings
Email
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.
You may be interested in:
Solopreneur CPA (Matt Chiappetta, CPA) | Advisory Services, Bookkeeping, Fractional CFO Services
image for site
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
Purewater Financial | Advisory Services, Bookkeeping, Payroll Services
image for site

1 Client Reviews

image for site
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
ECOM CPA | Advisory Services, Bookkeeping, Fractional CFO Services
image for site
image for site

3 Client Reviews

image for site
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
Sam’s List logo
About Us
Accountants
Advisors
Fractional CFOs
Connect with an Expert