Client intake form for accounting firmsClient intake form for accounting firms - What to include, common mistakes, and a free templateAnchor TeamDecember 31, 20254min
When your identity becomes a cage: Addiction, fraud, and second chancesThis Unbalanced episode follows Joseph De Gregorio’s raw journey through addiction, fraud, and survival, and the psychological distortions that quietly build long before everything collapses.Anchor TeamDecember 31, 20259min
8 top financial software integrations for bookkeepersFinancial software integration for bookkeepers streamlines billing, payments, and accounting, saving time and reducing errors for a smoother workflow.Anchor TeamDecember 30, 202527min
Unbalanced in 2025: What firm owners were really going through this year2025 was a year of profound honesty for firm owners, moving past surface-level talk of growth to confront deeper issues like identity crisis, burnout, and unsustainable business models.Anchor TeamDecember 30, 20255min
Profit on paper but no cash in the bank: How to forecast before payroll hits How small firms can help clients stop getting surprised by cash flow gaps. Anchor TeamDecember 30, 202510min
Are you ready for your best tax season ever? Anchor’s new tax season playbook shows you how to get there in 14 days or less, even if tax season is already underway. Anchor TeamDecember 29, 20252min
