I have a long history of promoting clear written engagement agreements and reducing transaction processing costs. Anchor is a financial Tech company that does a great job with both, and we are pleased to be reintroducing their services for 2025. We expect this will help us all adjust to the shortage of experienced investment & small business CPAs and the squeeze on profit margins of our middle-income clients.
Under this platform, I will be able to offer the lowest possible fees for services, fast work scheduling on approval, and hold each service offer open for three business days for consideration and discussion of any questions. My firm will pay all processing fees for ACH transactions, and you will still have the option of using a credit card at your own expense.
Open offers and invoices will transfer to the new system beginning today.