Anchor Point: Find Your Accounting & Advisory Fit

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What are you hoping we can help you with?* This field is required.
A. I mainly need someone to keep my books accurate and ready for taxes.
B. I need ongoing help managing the accounting side of my business.
C. My accounting is handled, but I need help understanding my numbers and improving financial performance.
D. I want a financial partner who can help me plan ahead and make better business decisions.
E. I'm really not sure what I need.
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What would you like us to handle?Select all that apply.
A. Categorize transactions
B. Reconcile bank and credit card accounts
C. Make sure the books are accurate for tax preparation
D. Pay bills and manage accounts payable
E. Send invoices and manage accounts receivable
F. Coordinate payroll
G. Handle sales tax
H. Prepare monthly financial statements
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How often do you need your financial information updated?
Primarily so we're ready for tax preparation
Monthly
I need ongoing accounting support throughout the month
I'm not sure
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What would make the biggest difference in your business?Select all that apply.
A. Someone managing the bookkeeping consistently
B. Bills being paid and tracked
C. Customer invoicing and accounts receivable support
D. Payroll coordination
E. Sales tax compliance
F. Reliable monthly financial statements
G. A consistent month end close
H. Someone explaining the financial statements to me
I. Someone identifying financial problems before I notice them
5
When your financial statements are ready, what do you want to happen next?* This field is required.
A. Nothing really. I mainly need accurate records and reports.
B. I want someone to review the results with me and explain what they mean.
C. I want someone proactively identifying trends, problems, and opportunities.
D. I want someone helping me decide what to do next based on the numbers.
6
Are any of these a primary reason you are looking for financial help?* This field is required.Select all that apply. If you choose “None of these apply,” select ONLY that option.
I want to understand why my business struggles with cash flow.
Cash flow is inconsistent or difficult to predict.
I want to improve both profit and cash flow.
I want a clearer way to track cash flow and progress toward our goals.
We have added staff or increased payroll and want cash flow to keep pace.
We are preparing for a sale or ownership transition and want stronger cash flow.
Our recent results did not meet expectations, and we want a plan to improve them.
None of these apply.
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What would you like more help understanding?Select all that apply. If you choose “I don’t really need this level of analysis,” select ONLY that option.
A. Why our results differ from our budget or expectations
B. Whether we're making enough money
C. Where we're overspending
D. How different parts of the business are performing
E. What our financial reports are actually telling us
F. How to improve our accounting processes
G. Whether we're using the right accounting technology
H. How to better plan for income taxes
I. I don't really need this level of analysis
8
Would a regular financial review meeting be valuable?
A. No. Just send me the reports.
B. Yes. I'd like someone to walk through the numbers with me.
C. Yes. I want recommendations about what needs attention.
D. Yes. I want help deciding what we should do next.
9
Which questions do you wish you had better answers to?Select all that apply. If you choose “I don’t regularly face these kinds of questions,” select ONLY that option.
A. Can we afford to hire another employee?
B. How much cash will we have 3, 6, or 12 months from now?
C. Can we afford a major purchase or expansion?
D. What happens if sales increase or decrease?
E. Are we charging enough?
F. Which parts of our business are the most profitable?
G. What financial targets should we be working toward?
H. Should we add or discontinue a service, product, or location?
I. How should we financially prepare for growth?
J. I don't regularly face these kinds of questions.
10
When an important financial decision comes up, what would you ideally like from your accounting advisor?
A. Accurate financial information so I can make the decision.
B. Analysis to help me understand the financial impact.
C. Analysis plus recommendations about my options.
D. An advisor who knows my business and actively participates in financial planning and decision making.
11
How confident are you in your current financial records?* This field is required.
A. Very confident. They're accurate and consistently maintained.
B. Mostly confident, but there are occasional issues.
C. I'm not very confident.
D. Honestly, I'm not sure whether they're right.
E. We're significantly behind on our bookkeeping.
12
When do you typically have reliable financial statements after month end?* This field is required.
Within 10 to 15 days
Within 30 days
More than 30 days
Only when we need them for taxes or the bank
We don't consistently receive financial statements
13
Who currently oversees the financial side of your business?* This field is required.
We have an experienced CFO or controller
We have a bookkeeper or accounting employee
The owner handles most of it
An outside accountant handles it
It's divided among several people
No one really owns it
14
Which statement best describes what you're looking for?* This field is required.
A. KEEP IT ACCURATE: I need reliable books and records that are ready for tax preparation.
B. TAKE ACCOUNTING OFF MY PLATE: I want someone consistently handling the back office accounting function.
C. HELP ME UNDERSTAND IT: I want someone reviewing the numbers, identifying issues, and helping improve financial performance.
D. HELP ME DECIDE WHAT'S NEXT: I want a financial partner helping me forecast, plan, and make important business decisions.
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Full Name* This field is required.
First Name
Last Name
16
Email* This field is required.
example@example.com
17
Business or Organization Name
18
Phone Number
Please enter a valid phone number.
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YOUR RECOMMENDATION IS READY

Based on your answers, we have identified the level of accounting and advisory support that may best fit what you are looking for.

Select Next to view your recommendation.
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YOUR BEST FIT: TIER 1

COMPLIANCE BOOKKEEPING: TAX READY

You need someone to keep your financial records accurate and organized.

Based on your answers, your primary need is maintaining reliable accounting records and making sure your books are ready when it is time for tax preparation.

Your recommended level may include:

• Transaction coding and categorization
• Bank and credit card reconciliations
• Accurate accounting records
• Tax readiness

THE DIFFERENCE

This level focuses on maintaining accurate records. It does not include ongoing financial analysis or advisory support.

NEXT STEP

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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YOUR BEST FIT: TIER 2

BACK OFFICE SUPPORT: YEAR ROUND ACCOUNTING

You are ready to take accounting off your plate.

You need more than tax ready bookkeeping. You are looking for consistent accounting support throughout the year so you can focus on running your business.

Your recommended level may include:

• Accounts payable and accounts receivable
• Sales tax
• Payroll coordination
• Monthly financial statements
• Period end close

THE DIFFERENCE

This level maintains reliable records and reports what happened. It does not automatically include ongoing financial analysis or decision support.

NEXT STEP

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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YOUR BEST FIT: TIER 3

CONTROLLERSHIP

You do not just need financial statements. You need to understand what they are telling you.

Based on your answers, you are looking for proactive financial insight in addition to accurate accounting. Your advisor can help you understand performance, identify trends, and improve the financial processes supporting your business.

Your recommended level may include:

• Monthly financial review
• Budgeting and variance analysis
• Dashboards
• Process improvement
• Technology recommendations
• Income tax planning

THE DIFFERENCE

This level moves beyond reporting what happened to explaining why it happened and what deserves attention.

Next Step

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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YOUR BEST FIT: TIER 4

VIRTUAL CFO

You are looking for a financial partner, not just financial reports.

Your answers indicate that financial decision making, planning, and future performance are important to you. You want help answering questions such as: Where are we going? What happens if we make this decision? Can we afford it? What should we change?

Your recommended level may include:

• Forecasting
• Key performance indicators
• Cash flow modeling
• Scenario planning
• Pricing analysis
• Strategic planning support

THE DIFFERENCE

This level is outcomes focused and uses financial information to support decisions about what should happen next.

Next Step

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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YOUR GOAL: TIER 3

CONTROLLERSHIP

FIRST, LET'S BUILD THE FOUNDATION

Your answers tell us you want timely analysis, clearer financial insight, and proactive guidance.

To make that advice dependable, we first need accurate, current accounting records and a consistent close process.

Your recommended path: Accounting Foundation, then Controllership

We will assess your records during onboarding, establish a reliable reporting foundation, and determine the appropriate path into ongoing analysis and review.

Next Step

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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YOUR GOAL: TIER 4

VIRTUAL CFO

FIRST, LET'S BUILD THE FOUNDATION

Your answers tell us you are looking for strategic financial guidance, but strong financial decisions require reliable financial information.

Before we can reliably forecast, model cash flow, or evaluate strategic decisions, we first need to make sure your accounting records provide a strong foundation.

Your recommended path: Accounting Foundation, then Virtual CFO

We will evaluate your current accounting during onboarding and determine what needs to be addressed before moving fully into ongoing advisory.

Next Step

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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PACE MAY ALSO BE A FIT

PROFIT AND CASH FLOW ENHANCEMENT

Your answers suggest that improving profit and cash flow may be an important priority for your business.

PACE is a focused advisory engagement built around your numbers, your goals, and a disciplined process for improving profit and cash flow.

Anchor Point can discuss whether PACE makes sense as a standalone engagement or alongside your recommended accounting and advisory support.

NEXT STEP

Select the button below to save your responses and continue to Anchor Point’s Client Interest Form.
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INTERNAL Advisory Score
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INTERNAL Foundation Score
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INTERNAL Accounting Score
30
INTERNAL PACE Score
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INTERNAL Self Selected Tier
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INTERNAL Recommended Result
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INTERNAL PACE Result
Should be Empty: