Anchor
16 Case Studies
A Anchor Case Study
gwcpa, an 80-year-old accounting firm, faced a significant challenge with a six-figure accounts receivable balance that had accumulated due to an inefficient, patchwork billing process. The firm struggled with manual proposals, inconsistent follow-ups, and unreliable payment methods, which created growing operational frustrations and financial risk.
By implementing Anchor's integrated proposal, agreement, and payment platform, gwcpa automated its invoicing and collections. The solution enabled the firm to link client payments directly to signed agreements, drastically reducing manual effort. As a result, gwcpa brought its outstanding AR balance to near-zero within a year, eliminated weekly bank check runs, and empowered a junior admin to manage the entire proposal process with minimal partner involvement.