Anchored

A Blog by Anchor

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8 steps to a better new client onboarding process

Streamline your new client onboarding with these 8 practical steps for a smooth, professional start that builds trust and sets the stage for success.

Anchor Team
March 20, 2026
29
min

What is payment processing? A complete overview

Payment processing moves money from your client to your business. Learn how payment processing works, what it costs, and how to choose the right system.

Anchor Team
March 19, 2026
21
min

Billing and Invoicing: What's the Difference?

Get clear on billing and invoicing. Learn the real difference, how each works, and simple tips to streamline your payment process and get paid faster.

Anchor Team
March 18, 2026
22
min

AR Days Formula: How to Calculate It & Why It Matters

Learn the AR Days formula, how to calculate it, and why it matters for your firm’s cash flow and billing process. Get practical tips for faster payments.

Anchor Team
March 17, 2026
24
min

He became a father overnight. Here’s what happened next with Joe Woodard

I sat down with Joe Woodard expecting a meaningful conversation, but not one that would stay with me long after it ended. What unfolded was a story about becoming a father in a way he never planned, shaped by loss, timing, and a single moment that changed everything. This piece offers a behind-the-scenes look at that conversation, without giving the full story away. His full feature is coming soon in Elevé.

Haley Kershner
March 17, 2026
6
min

The unspoken truths of firm leadership: insights from February's Unbalanced Podcast

February’s Unbalanced podcast conversations brought together four firm leaders with very different paths, but their experiences revealed common themes. From the quiet isolation of early ownership to the complexity of partnerships and the way confidence develops over time, each story offered a more complete picture of leadership in the profession. These conversations did not follow polished narratives. They reflected lived experience. For firm owners navigating growth, pressure, and change, they offer perspective that feels both practical and familiar.

Haley Kershner
March 17, 2026
9
min
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