At Anchor Point, we seek to bring value to every client relationship, and we believe that the greatest source of our value lies in our ability to help our clients move closer to their goals. Technology provides us with great tools for streamlining and automating business processes, and we are passionate about introducing clients to technology that saves time and boosts results.
Our use of technology results in less manual data entry, leaving more time for high-level interaction with our clients and more time building strategies that help you succeed. Our value is the sum of the outcomes and experiences we deliver to our clients. It is most often measured in the time we help save them, the goals we help them reach, the money we help them keep, and the peace of mind we help them create.
Solution experts striving to ease client pain points
Trusted advocates looking out for the client’s best interest
Individual devoted to setting you up for success
Dependable advisors dedicated to achieving your goals
We will contact you to schedule a discovery meeting at a
convenient time for you.
We meet with you to understand your needs, challenges, and goals, and to lean the details of your business. Afterward, we’ll provide a meeting summary and a checklist of items needed to build a proposal for you.
We present to you our proposal for services which includes a monthly investment amount and any fees for startup services. Our value pricing broken into monthly payments eliminates surprise billing.
After reviewing our proposal contact us to accept it. Our onboarding team will then create a customized plan and reach out to begin the process
This stage is where the magic happens! We handle the transition, implementation, cleanup, training, and upgrades, transforming your accounting, payroll, and other services into our software applications for real-time results and instant success.
Once your transition is complete, you’ll meet your dedicated team. Our trusted advisors will build an ongoing, communicative and value- driven relationship, ensuring your goals are consistently met.
© 2024 Anchor Point Advisory Group
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