Guidance for Today.
Possibilities for Tomorrow.
Anchor Strategy & Navigation LLC, provides thoughtful consulting, budgeting, and administrative navigation services for individuals, families, small businesses, nonprofits, and organizations.
We help make complicated matters feel more manageable by bringing clarity, organization, practical guidance, and personalized support to each client's unique situation.
We meet you where you are in the process, gain understanding of your needs and concerns and help you develop a strategy and navigate a course.
Medicaid Applications
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Special Education
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Small Business needs
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Workshops
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Medicaid Applications ✳︎ Special Education ✳︎ Small Business needs ✳︎ Workshops ✳︎
Individual and Family Services
Feeling overwhelmed? We offer free 30-minute Consultation for those who know they need help but aren't entirely sure what their next steps should be. We are here to talk if you need help with:
Complex paperwork like Medicaid applications - Preparing for an IEP meeting - General direction when you are feeling stuck and just need a clear map forward.
An opportunity to have a private one-on-one meeting with our consultant to review your family's current budget, answer basic questions with checking and savings accounts.
We will focus on prioritizing your essential expenses and helping you build a clear, sustainable strategy so your budget truly works for you.
Rate: $150 / session
An opportunity to have a private one-on-one meeting with our education consultant to review your child’s potential and current IEP/504 plan.
This dedicated session is your time to ask specific questions and gain a clear, comprehensive understanding of the CSE process for your family.
Rate: $150 / Session
Special Education Services
This comprehensive annual package provides one year of private consulting, record review and strategic guidance to ensure your child receives the exact support they deserve. We partner with your family through every step of the academic year, keeping you completely informed, comfortable, and prepared for your annual CSE meeting.
Package includes:
4 Scheduled Quarterly Consultations:
Providing deep-dive evaluations of active IEP/504 plans, report cards, progress metrics, and teacher anecdotes.
Continuous Strategic Oversight:
Continued interpretation and support in understanding your child’s progress on their current academic and/or behavioral goals.
Targeted Recommendation Summaries:
Actionable recommendation suggestions and customization talking points prepared ahead of school updates.
Annual CSE Preparation:
Dedicated prep work to build a strategy for your child’s annual IEP/504 review.
Rate: A fixed monthly rate $100 / $1,200 annually.
An all-inclusive operational retainer designed to manage student academic pathways, protect program funding, and organize state testing alignment for specialized youth programs.
Admission & Intake - Up to 10 hours monthly dedicated to incoming student IEPs, behavioral histories and psychological evaluations to generate immediate internal placement and facility accommodation roadmaps.
Regents Exam Coordination - Complete tracking and synchronization of New York State Regents, testing modifications, and direct communications with students’ home school districts.
Clinical & Admin Alignment - Four (30 minute) structured weekly virtual sessions with your facility’s team to review student IEP compliance and optimize program delivery.
On-Site Meeting - A single dedicated quarterly on-site consultation to review the delivery of Specialized services and upcoming key milestones.
Engagement Model - Offered as a fixed monthly retainer of $3,200 based on core agency needs.
Comprehensive back-office administrative support designed to audit records, patch regulatory gaps, and insulate your facility from high-stakes New York State Education Department (NYSED) structural reviews.
Special Education File Rectification - Pre-audit reviews of historical student records, ensuring all IEP services, progress reports, and testing accommodations match state compliance logs.
Administrative Record Cleanup - Auditing facility internal attendance metrics, staff certification logs, and mandatory state safety training records to ensure complete transparency before state auditors arrive.
NYS Compliance Cross-referencing - Verifying your daily facility procedures against current NYSED special education regulations Part 200 commissioner mandates to flag and correct operational vulnerabilities.
Audit Ready Architecture Assembly - Compiling and organizing all mandatory institutional evidence folders into clean, digital or physical compliance binders to streamline the state auditor’s physical visit.
Engagement Model - Offered as a project based flat fee of $4250 (covers approximately 20 - 30 hours of Specialized audit preparation support) or via a customized hourly retainer Scale based on institutional need.
Small Business Packages
When a business starts up we are here to help you navigate your essential back-office needs.
Transaction Organization: Categorizing and coding up to 75 transactions a month across business checking and savings and credit card accounts.
Account Reconciliation: Monthly reconciliation of up to 3 distinct financial accounts to ensure your Quick Books or financial ledger perfectly matches your bank statement.
Monthly Financial Reporting: Delivery of a standard monthly financial package by the 15th of the following month containing exactly three reports: Profit & Loss statement, Balance Sheet, Cash Flow Statement.
Receipt Management: Attaching client -provided digital receipts to categorized expenses within your cloud accounting platform to keep them audit ready.
Quarterly Check-In: A single dedicated 30 minute virtual consultation each quarter to review financial statements and answer basic budgeting or expense questions.
Model: A fixed monthly service fee.
Designed for growing businesses that need comprehensive back- office infrastructure, smooth financial reporting, and strict regulatory protection.
Financial Management & Bookkeeping
Up to 150 transactions tracked and categorized monthly.
Precise reconciliations of up to 5 business bank and credit card accounts.
Three- statement financial packages delivered monthly (Balance Sheet, Income Statement, Cash Flow Statement)
30 minute quarterly financial check in and advisory meeting.
New York State HR & Payroll Compliance
Full on-boarding coordination for new hires.
Admission of mandatory annual NYS Sexual Harassment Prevention Training.
Comprehensive management of employee background checks.
Handling and submission of statutory Insurance claims and filings (Workers Compensation, DBL and PFL) to your insurance carriers.
Rate
A monthly service fee.
Grant Packages
Many start-up businesses apply for grants to aid and support the beginning of their journey with funding opportunities.
Grant Writing
Develop a comprehensive plan to meet RFP submission deadlines.
Review Request For Proposal (RFP) requirements to ensure your business matches grantor standards.
Provide expert writing, proof reading and compliance checks prior to your final submission.
Rate: $150 / hour
Note: This is a one off consulting service. Total hours required vary depending on the complexity of the grant; we will discuss and agree upon an estimated hour cap based on your specific project needs before work begins.
When a business starts up we are here to help you navigate your essential back-office and funding needs.
Transaction Organization: Categorizing and coding up to 75 transactions a month across business checking and savings and credit card accounts.
Account Reconciliation: Monthly reconciliation of up to 3 distinct financial accounts to ensure your QuickBooks or financial ledger perfectly matches your bank statement.
Monthly Financial Reporting: Delivery of a standard monthly financial package by the 15th of the following month containing exactly three reports: Profit & Loss statement, Balance Sheet, Cash Flow Statement.
Receipt Management: Attaching client -provided digital receipts to categorized expenses within your cloud accounting platform to keep them audit ready.
Quarterly Check-In: A single dedicated 30 minute virtual consultation each quarter to review financial statements and answer basic budgeting or expense questions.
Grant Writing and Monitoring: Expert composition and submission of a standard foundation or corporate proposal. This includes monitoring, expense review, and completion reporting of a single awarded Grant.
Model: A fixed monthly service fee.
Designed for growing businesses that need comprehensive back- office infrastructure, smooth financial reporting, and strict regulatory protection.
Financial Management & Bookkeeping
Up to 150 transactions tracked and categorized monthly.
Precise reconciliations of up to 5 business bank and credit card accounts.
Three- statement financial packages delivered monthly (Balance Sheet, Income Statement, Cash Flow Statement)
30 minute quarterly financial check in and advisory meeting.
New York State HR & Payroll Compliance
Full on-boarding coordination for new hires.
Admission of mandatory annual NYS Sexual Harassment Prevention Training.
Comprehensive management of employee background checks.
Handling and submission of statutory Insurance claims and filings (Workers Compensation, DBL and PFL) to your insurance carriers.
Grant Writing :
Develop a comprehensive plan to meet RFP submission deadlines.
Review Request For Proposal (RFP) requirements to ensure your business matches grantor standards.
Provide expert writing, proof reading and compliance checks prior to your final submission.
Rate
A monthly service fee.
Initiate a Productive Dialogue
Complete the form with contextual information regarding your challenges, timelines, and desired outcomes, and our team will respond promptly with an evidence-based recommendation framework.