Consulting

  • Optimizing workflow processes

  • Streamlining communication channels

  • Implementing automation tools

  • Using technology in order to automate repetitive tasks—reducing the time and resources spent on these tasks

  • Software Implementations

  • Process & Procedures Enhancements

  • Tools for Efficiency

  • Employee Collaboration

  • Roles & Responsibility Analysis

  • Training & Educational Opportunities

Accounting & Bookkeeping

  • Accounting Software Setup

  • Chart of account development and maintenance

  • Recording financial transactions

  • Managing accounts payable - purchase orders, receipts, invoices, payments

  • Accounts receivable - billing, deposits, recording revenue

  • Reconciling accounts—Bank, Credit Card, Assets and Liabilities

  • Managing payroll

  • Preparing financial statements

  • Monitoring expenses

  • Maintaining accurate financial records

  • Catch up and Clean up Bookkeeping

Individual bookkeeping is an essential aspect of personal finance management. It involves keeping track of all transactions related to income and expenses. By regularly recording this information, individuals can monitor their financial health and make informed decisions. Good bookkeeping practices enable individuals to create budgets, identify areas of overspending, and plan for future expenses. Additionally, it simplifies tax preparation by ensuring accurate reporting of income and deductions. Overall, individual bookkeeping helps individuals stay on top of their finances and achieve their financial goals.

Non-profit bookkeeping services are a critical component of managing a successful non-profit organization. These services involve maintaining financial records, producing accurate financial statements, and ensuring compliance with reporting requirements. Non-profit bookkeeping services are essential for organizations to track their funding streams, donations, and expenses to make informed decisions about their operations and future plans. Such services require a thorough understanding of non-profit accounting rules and regulations, including GAAP, FASB, and IRS requirements. By outsourcing bookkeeping services to an experienced professional, non-profit organizations can ensure that their finances are accurately tracked, allowing them to focus on their mission and making a positive impact in their communities.

At Anchored Financial Solutions, we understand the importance of proper bookkeeping for small businesses. Keeping track of financial transactions, expenses, and income is critical to the success of any small business. Our small business bookkeeping services are designed to make this process as seamless as possible. Our highly skilled professionals, have the expertise and knowledge to handle all aspects of small business bookkeeping. From organizing and categorizing transactions to producing financial statements, we work diligently to ensure that our clients have accurate and up-to-date financial records. With the support of Anchored Financial Solutions, small businesses can focus on growing their businesses while we handle the essential task of bookkeeping.

A corporation's bookkeeping plays a vital role in ensuring accurate financial records for the business. It involves recording and tracking all financial transactions. At Anchored Financial Solutions, our role in corporation bookkeeping is multi-faceted. We work with our clients to keep accurate and up-to-date financial records, track expenses and income, and ensure compliance with all relevant financial regulations. Our team has extensive experience with various accounting software and can customize our services to fit each client's unique needs. Additionally, we provide regular financial reports to our clients so they can make strategic decisions based on the most current and accurate financial data. Our ultimate goal is to provide our clients with the peace of mind that comes from knowing their financial affairs are in good hands, allowing them to focus on growing their business.

At Anchored Financial Solutions, we understand the importance of efficiency for businesses to thrive. That's why we offer consulting services to help navigate operational efficiencies. We work closely with businesses to identify areas that can be improved and implement strategies to optimize workflow, reduce costs, and increase productivity. By identifying and eliminating inefficiencies, we help businesses operate more effectively, freeing up time and resources to focus on growth and innovation. Our goal is to help businesses achieve their objectives by improving operational efficiency and providing valuable insights and guidance through process and procedural enhancements.

School district bookkeeping is the process by which financial records are maintained for schools within a district. These records include things like incoming and outgoing funds, budget allocations, and expenses related to education. The purpose of this bookkeeping is to ensure that resources are being allocated appropriately, and to provide transparency for taxpayers about how money is being spent. In addition, school districts are subject to specific regulations and accounting standards, which require a high level of accuracy and attention to detail in financial record-keeping. Overall, school district bookkeeping is an essential part of effective education administration, allowing for responsible management of resources and accountability to the public.