Billing and collections guides for
accounting and professional service firms

The Anchor blog explains how firms price work, write engagement letters, send invoices and collect payments. Each guide is written for accounting, bookkeeping, tax and professional services teams that want predictable cash flow without chasing clients.

How accounting firms can automate recurring client billing

Learn how accounting firms can automate recurring client billing with approved agreements, scheduled collection, clear exception handling, and reconciliation.

Anchor Team

October 15, 2026

min

Most People Are Wasting Their Credit Card Points. Here's How I Stopped.

Nick Boscia went from a single college credit card to flying business class to Europe on points, and he’s convinced almost anyone can learn to do the same. In this article, he shares how to match cards to the way you actually spend, make annual fees pay for themselves, and start by using the benefits already sitting in your wallet.

Nick Boscia, CPA, EA, Managing Partner at Boscia & Boscia PC

October 14, 2026

min

Cash flow forecasting software for accounting firms

Cash flow forecasting software is only as useful as the data behind it. Learn how accounting firms connect billing records to improve planning visibility.

Anchor Team

October 9, 2026

min

Digital proposals for accounting firms: From quote to approved work

Learn how digital proposals help accounting firms clarify scope, speed approvals, and connect accepted work to billing for more predictable cash flow.

Anchor Team

October 8, 2026

min

SOW approval: A faster path from scope to billing

Learn a practical SOW approval workflow for firms, from clear scope and client signatures to billing setup, amendments, and autonomous collections with Anchor.

Anchor Team

October 5, 2026

min