Anchor
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
Monthly Fixed Fee
$500 to $2,000
Client Type
Meeting Options
Video meetings
Email
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.
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.
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
