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The Financial Anchor
Executive Bookkeeping & Financial Governance for Growing Businesses and Nonprofits
Stop just recording. Start leading. Fractional Controller and Comptroller Leadership tailored to your unique compliance needs.
Ready for Executive Oversight?
Years Of Practical Experience
Guidence From Our Expert Team
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Trusted Clients
The Problem We Solve
Tired of Financial Uncertainty?
Many growing organizations face a critical gap: They need a high-level finance executive to ensure compliance, prevent fraud, and drive strategy, but they can’t afford a full-time hire. The result?
For-Profit Businesses:
You have inaccurate financial reports, weak internal controls, and no clear path to improving your profitability and efficiency. You’re stuck in the historical weeds instead of planning for growth.
Nonprofits:
You struggle with complex Fund Accounting, fear an audit, and worry about demonstrating proper stewardship and transparency to your board and donors.
- Constant Improvement
- Commitment to Customers
- Best Quality You Can Get
Our Services
Our Solution: Dual Expertise (Controller & Comptroller)
The Financial Anchor provides the day-to-day execution (Bookkeeping) coupled with high-level financial governance (Controller/Comptroller).
This is Accounting Accuracy & Accountability, Driven by Executive Expertise.
Focus 1:
Growing Small Businesses
Service Focus
What We Deliver
Key Outcomes
Core Bookkeeping & Control
Accurate A/R, A/P, payroll entries, and bank reconciliation.
Data Integrity
Controller Oversight
Formal sign-off on monthly/quarterly Financial Statements (P&L, Balance Sheet, Cash Flow).
Control & GAAP Compliance
Performance Management
Budget vs. Actual Variance Reporting with narrative explanations and KPI tracking (Gross Margin, Expense Ratios).
Profitability & Efficiency
Focus 2:
Mission-Driven Nonprofits
Service Focus
What We Deliver
Key Outcomes
Core Bookkeeping & Data
Accurate A/R, A/P, bank reconciliation, and accurate donor management system integration.
Data Integrity
Comptroller Oversight
Implementation of Fund Accounting and Restriction Tracking to properly classify permanently restricted, temporarily restricted, or unrestricted funds.
Compliance & Stewardship (FASB)
Accountability & Governance
Functional Expense Allocation (Program, Management, & Fundraising) and full Audit Preparation liaison.
Transparency & Board Governance
Why Choose The Financial Anchor?
- Executive Oversight: Your books are managed by Bookkeeping Specialists but overseen by a Senior Strategist who acts as your Fractional Controller/Comptroller.
- Standardized Controls: We implement a template for internal controls and financial policy for every client, the hallmark of the Controller/Comptroller role.
- Technology Forward: We utilize robust systems like QuickBooks Online Advanced and reporting tools (e.g., Fathom/Jirav) to adhere to the different standards required (GAAP vs. FASB).
Ready to Gain Control and Scale with Confidence?
Let The Financial Anchor stabilize your finances and provide the executive-level oversight your organization deserves.
Get Started Today with a Strategy Session.