Anchor

?? ?????????????????? ???????? ???? ??????????????????’?? ?? Valentine’s isn’t just about candlelit dinners and heart-shaped chocolates (though no complaints there) - it’s about showing love to the people who make life, work, and this industry better. So, we decided to kick off a ????????-????-?????????????? ???????? ??????????, where people share what they love about three colleagues, tag them, and challenge them to do the same. We challenge Rom Lakritz Gai Margules Tamar Sasson Tal Ben Bassat Rebecca Shain Robin Schwartz Omri Peled Omry Man Dani Amitay Elad Shmilovich - tag three people you appreciate, share what you love about them, and challenge them to do the same! ???? ????????????????... ?????? ??????’?? ???? ?????? ?????? ???? ?????????? ?????? ??????????. ?? #Anchor #ElevateOthers #ShareTheLove #NotJustForCouples

???????? ?????????????????????????? ??♂? ???? ???????????????? ?? Most small businesses do not fail because the owner is not working hard enough. They fail because everything depends on them. ?? If you missed my last post on working on your business, read it here: https://lnkd.in/dtNtnufy Every client request, task, and decision runs through the owner, making each day unpredictable. The business relies on memory and reaction rather than structured systems. This works - until it does not. ?????????? ???????? ?????????? ?????? ?????????????? ?????????? ???????????????????? ?????????????? ???????? ?????????? ?????????????????????? ?????? ??????????????. Instead of relying on the owner’s knowledge, they document clear workflows so anyone can execute tasks without hesitation. Every process, client onboarding, invoicing, service delivery, and follow-ups, follows a set structure, ensuring reliable outcomes. These systems, like Anchor, reduce reliance on individuals, minimize errors, and prevent things from slipping through the cracks. They remove the need for constant decision-making, freeing up leadership to focus on strategy and growth. Structured systems allow businesses to automate repetitive tasks, delegate effectively, and create a seamless experience for both employees and clients. Work happens efficiently, on time, and without unnecessary roadblocks. ???????????????????????????????????????????????:? ? ???? ?????????????? ??????????????????. When tasks follow a consistent process, deadlines are met, clients receive a seamless experience, and errors are drastically reduced. Nothing is left to chance. ? ???? ???????????????????? ???????????????? ??????????????. If every task requires fresh instructions, you will spend your days micromanaging. Systems make execution clear, so work progresses smoothly without constant input. ? ???? ?????????????? ????????????????????. Repetitive tasks like client onboarding, invoicing, and follow-ups should not require manual effort. A structured process makes automation simple, saving time and reducing human errors. ? ???? ???????????????? ???????? ????????. If your firm runs on memory and improvisation, your employees will always need you to guide them. A documented system allows them to take ownership, work independently, and stay productive without delays. ?? The result? A business that does not just survive but actually thrive. If your business feels unpredictable, start by systemizing just one repetitive task. ???????? ?????????? ???????? ???? ?????? ?????????????????? ????????????, ?????? ?????????????? ??????????????. #ProcessImprovement #Scalability #BusinessOperations #Workflows #BusinessGrowth #AccountingFirm #Entrepreneurship?? #ScalingYourFirm #Automation #BusinessSuccess #Leadership #WorkOnYourBusiness #Accounting #Bookkeeping #FirmOwners

We're grateful for coming back to California for CalCPA Winter Council. Back in 2022, we partnered with CalCPA, but over the years, they have become so much more than partners. They are a group of brilliant, talented, and driven people who make working together feel effortless. Today, Rom Lakritz and Tal Ben Bassat got to experience that again at CalCPA Winter Council, where they brought together California’s top accounting professionals for an incredible gathering filled with real impact and a true sense of community. We are always happy to support our friends Denise MBA and Natalie Quan and grateful to be part of something so special. Here’s to the next one. #CalCPA #WinterCouncil #StrongerTogether #AccountingCommunity

?? ???????? ???????????????? ??????????????’?? ???????? ???? ??????. Right now, if you stepped away for a month, what would happen? If everything falls apart, you don’t have a business. You have a job with extra stress. And most firm owners act as Technicians and not Managers or Entrepreneurs. ?? My last post explaining that, check it out here: https://lnkd.in/demszgFy To transition into the manager and the entrepreneur, firm owners need to ???????? ?????????????? ???? the business and ?????????? ?????????????? ???? the business. ???????? ?????????????? ???? ?????? ???????????????? ?????????? ????????: ?? Client work takes over. You handle services, reports, meetings, and everything in between. ?? Decisions bottleneck at you. Your team waits for input, and work stalls when you're unavailable. ?? You're reactive, not proactive. Your day is spent on emails, urgent tasks, and firefighting instead of growth. ?? You wear too many hats. Service provider, admin, salesperson, and problem-solver, everything depends on you. This feels productive, but it is keeping you stuck. You are so busy keeping the business running that you have no time to make it better, let alone scale it. ?????????? ???????? ???????????????? ???????? ???????? ?????????? ???? ?????????????????? ??????????. The difference between a small business owner and a franchise owner is how they build their business. Most firm owners build their business as an extension of their personal skill set, and everything revolves around them. Franchise owners design businesses to run without them. A firm owner trapped in daily work will always hit a ceiling. A franchise owner who builds scalable systems creates a business that can grow beyond them. ?????? ???? ?????????? ???????? ?????????????? ???? ?????? ???????????????? ???? ?????????????? ???? ????: ? Document your processes. If work depends on your memory, you will stay stuck. Write workflows so others can follow them. ? Automate repetitive tasks. Use tools for client onboarding, invoicing & payments (Anchor), and reminders instead of manual work. ? Delegate effectively. Train your team, empower decisions, and remove yourself from low-value tasks. ? Prioritize strategic work. Block time each week to improve processes, develop strategies, and scale. ? Shift from ‘doer’ to ‘builder’. Your job is to create systems that make work efficient, consistent, and scalable. Firms that thrive are built on systems, not effort. Instead of thinking, “How do I do this?” they ask, “How do I create a system so anyone can do this?” The most successful firm owners don’t work harder. They build a business that works without relying on them. #businessgrowth #entrepreneurship #scalingyourfirm #automation #businesssuccess #leadership #workonyourbusiness #accounting #bookkeeping #firmowners

?? ???????? ???????? ???????????? ??????’?? ?????????? ?? ???????????????? ?????????????? ???????? ???????? ?????????????? ??????. They start because they are great at what they do. The accountant who loves numbers. The advisor who thrives on solving client problems. The bookkeeper who takes pride in keeping everything balanced. Running a firm isn’t just about doing the work. It’s about building a business that delivers it efficiently, consistently, and without relying on you for everything. ????????’?? ?????????? ???????? ???????????????? ???????????? ?????? ?????????? ?????? ????????. ?? If you missed my last post on why businesses fail, check it out here: https://lnkd.in/dKDZW2_Y You see, there are three personalities inside every business owner:? ???? The Technician loves doing the work. Bookkeeping, tax planning, advisory services. ??? The Manager focuses on structure, planning, and operations. ?? The Entrepreneur thinks big, creates strategies, and scales the business. ???????? ???????? ???????????? ???????? ?????????? ???? ?????? ????????????????????. They wake up every day handling client work, emails, and putting out fires. Too busy keeping things afloat to step back and actually build the firm. And that creates a trap. ? More clients = more work = more exhaustion. ? No time to plan, automate, or document processes. ? The business depends entirely on the owner’s effort. It feels productive but actually prevents growth. The firm cannot scale because the owner is stuck in the day-to-day. The most successful firm owners break free by stepping into The Manager and The Entrepreneur roles. ?????? ?????????????? ???????????? ?????????? ?????? ??????????????????????.? They document workflows, define roles, and implement systems to create a firm that runs smoothly. They don’t just organize work. They systematize their firm by creating processes for onboarding, service delivery, and billing. They document workflows so their team can follow a proven structure instead of relying on them for every decision. ?????? ???????????????????????? ???????????? ???????????? ?????? ????????????.? They see opportunities, develop strategies, and build a firm that doesn’t depend on them. They leverage technology to automate and scale. Instead of spending hours on manual work, they implement tools (yes, like Anchor) to streamline client communication, task management, invoicing, and workflows. Their firm runs on systems, not on their constant effort. And most importantly, both shift from working in the business to working on the business, but that’s for a future post. ????...?????? ?????? ?? ???????????????????? ???? ?????? ??????????? #BusinessGrowth #Entrepreneurship #ScalingYourFirm #Leadership #WorkOnYourBusiness #Accounting #Bookkeeping #FirmOwners

?? ???? ???????????? $?????? ???? ?? ???????????? ?? ?????????????? ?????????? ?? We’re happy to share that we’ve raised $20M in our Series A funding round: https://lnkd.in/dNN_em8D ?????? ??????’?? ???? ??????????, ?????? ?????????? ??????’?? ?????????? ????. When we wrote "We," we didn’t mean just us. This milestone "We" achieved was together with you, our incredible customers. Every piece of feedback you’ve shared, every feature suggestion you’ve given, and every insight you’ve provided has shaped Anchor into what it is today. This journey is a collective effort, and we couldn’t have done it without your trust and belief in what we’re building. You are part of us. ???? ???????? ?????????? ???? ???????? ????????????. ????’?? ?????????? ???????? ???? ???????? ???? ???? ???? ????????. Join us in welcoming our new investors who are now part of this journey with us. We’re honored to have Sam Landman from Mosaic General Partnership, whose partners' past investments include Uber, Robinhood, Mercury, Taboola, Hippo, and Coinbase, and oren zeev from Zeev Ventures, an early investor in Audible, Houzz, Duda, and Next Insurance. They will be joined by new investors Amy Banse, who joins our board of directors and also serves as a director at Adobe and On Running, Tien Tzuo, Founder and CEO of Zuora, former NBA superstar Andre Iguodala (through Mosaic General Partnership), and other industry leaders. ???????? ????????’?? ???????? ?????? ?? ?????????????? ?????????????? ?? ?????????? - ???????? ?????? ??????. They heard the intense customer love for Anchor and couldn’t be more delighted to be part of what we’re building. Their belief in the future we’re creating together means the world. Our existing investors, who supported Anchor and its customers from the start - Avi Eyal from Entrée Capital, Eyal Dior from Tal Ventures, and Arik Kleinstein with Rapyd, are continuing their support by participating in this round as well. We’re grateful to have them with us as we take this next step forward. This funding isn’t a finish line, and it’s certainly not our goal. It’s a step forward, a chance to double down on creating better tools, delivering more value, and helping you thrive. And that’s our goal, helping you. Here’s to what we’ll create together next ?? Yours, All of us at Anchor P.S. We have quite a few new open roles ?? https://lnkd.in/d2cT8PH2? #Anchor #BuiltWithYouForYou #ElevateOthers #SeriesAFunding

?????? ???????????????????? ????????. Most businesses fail, not because the owner lacks skill, but because they lack structure. Being great at what you do does not mean you will run a great business. A skilled #accountant does not automatically run a thriving #firm. A brilliant #advisor does not necessarily build a successful #practice. The biggest mistake? Spending all your ? working ???? the business instead of ???? it. Think about it. You wake up, check emails, respond to clients, review financials, handle urgent requests, jump into back-to-back meetings, and somehow find time to complete billable work. By the end of the day, you are exhausted, and the business still feels like it is running you instead of the other way around. That is because ???????? ?????? ???????????? ??????'?? ???????????????????? ???????? ?????????????????? ???????????? ?????? ?????? ????????????. ? No clear processes? Every day feels like starting from scratch. ? No structured workflows? Efficiency and profit suffer. ? No predictable systems? The business becomes exhausting. I see this a lot during calls with prospects for Anchor. Firm owners become the bottleneck. The business relies on them for everything, which leads to burnout and stagnation. Here is the truth. If your business cannot function without you, you do not have a business. You have a job with extra stress. ? The solution? Shift from being the person who does the work to the person who builds the system that delivers the work. The firms that succeed have processes, automation, and structured workflows that create certainty. They focus on building a repeatable machine, not just delivering a service. They know that if every part of the business is built to operate predictably, their time can be spent growing, not firefighting. What is one area in your business that would break down if you stepped away today? #BusinessGrowth #Entrepreneurship #ScalingYourFirm #Leadership #WorkOnYourBusiness #accounting #bookkeeping #firmowners

We’re coming to Utah with one goal: to bring the local accounting industry together with startups, investors, and service providers for a unique event during Utah Tech Week. Join us for AccounTech at Axe-N-Smash! It’s all about meeting, mingling, and yes, throwing some axes together ?? ?? Register: https://lu.ma/kwvpa9wb ?? When: Thursday, January 30th, at 6 PM ?? Where: Axe-N-Smash Don’t miss out on good vibes, great people, and even better opportunities. Let’s make some connections (and maybe hit a bullseye ??). Shoutout to Dan Luthi Brittany Brown Stephen Brown Kim Nmezi Shane Rowley Dave Olsen for being part of this initiative! Rom Lakritz Tal Ben Bassat #utahtechweek

Not only will you get to work with us, you'll get to work with amazing people like M Katie Helle, CPA, Nick Boscia, CPA, EA Caleb L. Jenkins, EA Aaron Hughes, and Erin Pohan, who also happen to be our customers. Account Executive (Austin, TX) https://lnkd.in/dVDRj9tM Customer Success Manager (Austin, TX) https://lnkd.in/dQbgRs8x Customer Marketing Manager (Austin, TX) https://lnkd.in/dFfNT4xQ Director of Finance (Tel Aviv, ISR) https://lnkd.in/djQzeTig Onboarding Specialist, Part-time (Tel Aviv, ISR) https://lnkd.in/d-_epgtE Product Designer UX/UI (Tel Aviv, ISR) https://lnkd.in/dGvPMv-E Data Analyst (Tel Aviv, ISR) https://lnkd.in/dniTyZAj Sr. Frontend Developer (Tel Aviv, ISR) https://lnkd.in/dfZrz__u Sr. Full Stack Developer (Tel Aviv, ISR) https://lnkd.in/dy4N5WJD Backend Developer (Tel Aviv, ISR) https://lnkd.in/dXDji8ac Sr. Backend Developer (Tel Aviv, ISR) https://lnkd.in/dJUucfih Email Marketing Manager (Tel Aviv, ISR) https://lnkd.in/dFHpPsgD

Recruiting new team members always feels like a challenging task. How do you explain to people why they should join us? How do you find the right words to capture not just who we are, but what we do and the impact we make? So, we decided to try something different. Instead of us doing the talking, we let our customers speak for us. Because who knows better than they do what it’s like to work with us? What it’s like to partner with us? We simply asked them why they think someone should join Anchor. Our customers spoke about the care, dedication, and the way we’ve been able to change their lives. It reminded all of us that we’re not just working?for?them - we’re truly working?with?them. So, if you’re looking to be part of something bigger, something meaningful, something that connects people and empowers small businesses - come join the incredible team we’ve built ?? Product Designer UX/UI (Tel Aviv, ISR) https://lnkd.in/dPmBkyQD Data Analyst (Tel Aviv, ISR) https://lnkd.in/dMSZz6gu Onboarding Specialist, Part-time (Tel Aviv, ISR) https://lnkd.in/dBHqvzGN Director of Finance (Tel Aviv, ISR) https://lnkd.in/dubiwt8d Sr. Frontend Developer (Tel Aviv, ISR) https://lnkd.in/dba3GkGm Sr. Full Stack Developer (Tel Aviv, ISR) https://lnkd.in/dHa5W-c3 Backend Developer (Tel Aviv, ISR) https://lnkd.in/dk6tNchU Sr. Backend Developer (Tel Aviv, ISR) https://lnkd.in/dwx8auMh Email Marketing Manager (Tel Aviv, ISR) https://lnkd.in/dVxifAJP Customer Marketing Manager (Austin, TX) https://lnkd.in/dnjcWzY3 Account Executive (Austin, TX) https://lnkd.in/dJr23K7C Customer Success Manager (Austin, TX) https://lnkd.in/dS62z-ZW