THE FACE BEHIND
YOUR BOOKS
Meet Anchor Founder, Jenny Rodriguez — the QuickBooks Platinum ProAdvisor who personally reviews every new client’s situation.
No call center, no chatbot, no handoff to a stranger. Just direct access to the person who’ll actually manage your books.
MEET THE FOUNDER
Hi, I’m Jenny Rodriguez, founder of Anchor Bookkeeping and Anchor Tax Solutions — Based in Charlotte, NC.
I’m a business owner, tax professional, and parent with over 10 years of experience supporting businesses through accurate financial management and thoughtful tax compliance. I work with business owners across all stages — from growing companies to established mid-sized and larger businesses — who want clarity, organization, and confidence in their numbers.
I’m a QuickBooks Platinum ProAdvisor and fully bilingual in English and Spanish, allowing me to serve a diverse client base with clear, direct communication.
My approach is practical, proactive, and relationship-driven. I believe strong financial systems create better decisions and less stress — and that business owners deserve a financial partner they can trust.
When I’m not working with clients, I enjoy spending time with my family and my two very cute beagles in Charlotte, NC, building businesses, and creating systems that make life a little less chaotic — both professionally and personally.
ROOTED IN PURPOSE, BUILT ON TRUST
A Founder With Purpose
Jenny Rodriguez founded Anchor Bookkeeping in 2016 in Charlotte, NC, with more than a decade of experience in bookkeeping and tax preparation already behind her. She’s personally helped many individuals and business owners bring clarity, organization, and confidence to their finances — from growing companies to established mid-sized and larger businesses.
As a QuickBooks Platinum ProAdvisor and fully bilingual in English and Spanish, Jenny serves a diverse client base with clear, direct communication. Through Anchor Bookkeeping and Anchor Tax Solutions, clients receive professional support with accuracy, compliance, and consistency across every relationship.
Built on Expertise and Trust
Every client relationship starts the same way: Jenny personally reviews your situation before any work begins, so nothing gets handed off to a junior team member or a generic process. That direct oversight carries through monthly bookkeeping, tax prep, and every question in between — you’re never left wondering who’s actually looking at your numbers.
Leading With Vision
Under Jenny’s leadership, Anchor continues to grow as a modern, remotely-friendly firm focused on clarity, compliance, and long-term partnership. Her dedication to delivering white-glove service and proactive financial oversight keeps Anchor ahead — and keeps clients coming back year after year.
OUR APPROACH TO FINANCIAL CLARITY
We believe great bookkeeping and tax preparation start with clear communication, thoughtful processes, and professional oversight. Whether we’re managing monthly books or preparing tax returns, our approach is designed to reduce stress, eliminate guesswork, and give you confidence in every financial decision.
Discovery
We start with a personalized consultation to learn about your current bookkeeping structure and your business or personal tax situation to understand your goals, challenges, and compliance needs.
Setup
Once we understand your situation, we organize your financials and documentation to ensure accuracy — whether for bookkeeping, tax preparation, or both.
Ongoing Support
After setup, we handle your books on a recurring basis — including transaction categorization, reconciliations, accounts payable/receivable management, and monthly reporting. You’ll always know where your business stands. And if questions or needs come up, we’re just a call or message away.
Financial Planning
As your business evolves, we stay aligned with your goals. Whether it’s preparing for a tax season, onboarding payroll, or planning future services like advisory or forecasting, we’re ready to grow with you. Our clients stay with us because we help them stay ahead — not just caught up.
WHY BUSINESS OWNERS CHOOSE US
Anchor Bookkeeping and Tax Solutions is trusted for bookkeeping, tax preparation, and financial clarity — all under one roof.
“Jenny & her staff are the best! I receive prompt and accurate information. I well taken care of and trust them implicitly. Highly recommend.“
“Highly recommended for trucking company. Jenny always help me in everything that I need. Excellent costumer services.Very profesional, pretty good knowledge.She really knows what she does.”
“Jenny and the Anchor Bookkeeping team has been the best team to have for our company. They have been running our books and payroll for years and it’s been the best experience. So timely, professional and knowledgable!”
“I have been working with Jenny since we started in the trucking business and as of right now, I have never had a reason to even consider a new bookkeeper.”
READY TO WORK WITH A PROFESSIONAL?
From accurate bookkeeping to professional tax preparation through Anchor Tax Solutions, we’re here to simplify your finances and eliminate uncertainty.
