Your numbers should tell you the truth.
When your dashboards don't match your GL, or your pricing is based on gut feel instead of a model, the problem isn't your team. It's your financial infrastructure. I fix that.
Start a conversationTwo kinds of companies. One core problem.
Whether you're a 200-person operation or a 10-person shop, the question is the same: can you trust your numbers enough to make decisions from them?
Reporting confidence
Your dashboards should match your financials. When they don't, every board meeting is a liability. I trace the gap, fix the data flow, and build the connective tissue between your reports and your general ledger.
- Report-to-GL reconciliation and audit
- Dashboard validation and data lineage
- Deferred revenue and waterfall analysis
- SQL-driven reporting and automation
Financial infrastructure
You started the business because you're great at what you do, not because you love reconciling accounts. I clean up the books, build the tools, and give you a financial picture you can actually use.
- QuickBooks reconciliation and cleanup
- Custom operating models in Excel or Sheets
- Recipe costing and pricing analysis
- Multi-state sales tax compliance
How an engagement works
No long sales cycles. No 50-page proposals. I scope the work, agree on the deliverable, and get to it.
Diagnostic call
30 minutes. You walk me through the pain points. I tell you if I can help and what it would look like.
Scope and terms
A short document outlining the work, the timeline, and the monthly retainer. No surprises.
Hands on keyboard
I work inside your systems, not from a slide deck. QuickBooks, your ERP, your spreadsheets. The output is clean data and working tools, not a PDF of recommendations.
Ongoing or offboard
Some clients need a one-time fix. Others want a fractional partner on retainer. Either works.
Finance background, builder mentality
Anchor Advisory was founded on a simple observation: most businesses don't have a reporting problem or a tools problem. They have a trust problem. The numbers exist, but nobody's confident enough to make decisions from them.
I came up through the finance side: early-stage startups where the work was securing lines of credit and supporting private equity raises, then growth-stage operations building revenue recognition models, operating models, pricing frameworks, and multi-state sales tax programs from the ground up. More recently, enterprise environments where the challenge is connecting multiple reporting systems to shared sources so that leadership gets consistent, timely data instead of conflicting spreadsheets.
That progression shapes how I work. I'm not an advisor who hands you a deck. I get inside your systems, write the queries, build the models, and deliver infrastructure that holds up after I leave.
Let's talk about your numbers.
If you're not sure whether this is the right fit, that's fine. The first conversation is free and usually takes 30 minutes. You'll know quickly whether this makes sense.
Accessibility
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Last reviewed October 2026.