“Anchor has revolutionized the way my firm runs.” How Tyler Otto improved proposals, increased conversions, and stopped chasing payments.

Tyler Otto describes the impact of Anchor in one sentence: “Anchor has revolutionized the way my firm runs.” Before Anchor, Tyler spent hours and hours putting together proposals. The time commitment was significant, and even then, he found himself hoping clients would be impressed with what he created.

Tyler Otto, Firm Owner · Anchor customer · Watch the full story above.

Today, that experience looks completely different. Instead of spending hours preparing proposals, Tyler consistently delivers proposals that “blow their socks off.” The result is clear — his conversion rate has increased, hands down.

01 · ProposalsFrom hours of work to consistent results

When proposals shift from time-consuming to reliable, performance follows. If you are curious what your own proposal process could look like with more structure behind it, Anchor gives you a consistent, professional system that wins clients.

Proposals were not the only area that changed. Tyler was direct about the second transformation: “I no longer spend time chasing money.”

“Our tax platform wasn’t giving us the ability to move the billing from the firm I purchased over to my firm. So we had to turn off all the auto billing.”— Ashley Ford, Owner & CEO

Instead of following up on payments, Tyler now gets paid on the first day of every month. There is no waiting and no repeated reminders. With Anchor, he knows his money is coming in. That predictability removes a recurring responsibility from his workload and creates clarity around revenue.

Proposals that blow their socks off — every time.

• Recurring clients lived in Anchor, where billing ran itself — but that was only half the book.
• The acquired firm’s contracts were in one tool, payments in another, and tax prep in TaxDome.
• Tax season agreements needed to go out at scale — 250 of them — with consistent terms and pricing.

02 · PaymentsNo longer spending time chasing money

Tyler also pointed to another operational improvement: “If I need to add something to the contract, I know I’m gonna get paid.” Annual increases are covered. Contract additions are accounted for. The structure ensures that changes to services align with revenue — with no ambiguity around whether compensation will follow.

“Anchor makes it really easy for the client.”— Jessica Critchfield, Onboarding Specialist

Anchor makes sure his money is coming in so he can spend his time growing his firm. Instead of dedicating hours to proposal creation or chasing payments, Tyler operates with consistency and predictability.

03 · GrowthCovered annual increases and focused on growth

Anchor helps accounting and professional services firms send agreements, collect payments, and manage billing in one simple system. Join the thousands of accounting firms who have made the switch.

“With Anchor, I’m not even concerned about it because of how user friendly it is.”— Jessica Critchfield

If predictable, first-of-the-month payments would change how your firm operates, book a personalized demo to see how it works.

“Thank you Anchor for making my life easier.” — Tyler Otto