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 to onboard new clients: An 8-step guide for firms

Learn how to onboard new clients with this practical 8-step guide for firms. Build trust, set expectations, and create a smooth client experience.

Anchor Team
July 1, 2026
32
min

How to shorten your accounting proposal acceptance time to under 24 hours

Schedule a free consultation today. Learn how to optimize your accounting proposal acceptance time to sign clients under 24 hours and stop revenue leakage.

Anchor Team
July 1, 2026
20
min

Accounting firm collections without reminders

Run accounting firm collections without reminders by using agreed terms and automatic charges to protect cash flow and improve client service.

Anchor Team
July 1, 2026
16
min

How professional services firms are moving from hourly billing to fixed-fee (without losing money)

Learn how to switch from hourly to fixed-fee billing without undercharging. Includes a pricing floor formula, service tier structure, scope protection clauses, and a client transition script.

Elad Shmilovich
July 1, 2026
16
min

3 past due invoice letter templates that get you paid

Get paid faster with these 3 past due invoice letter templates. Learn what to include and how to follow up on late payments while keeping clients happy.

Anchor Team
June 30, 2026
26
min

Accounting firm billing controls: A practical checklist

Start today with accounting firm billing controls that connect proposals, payment authorization, automatic collection, amendments, and reconciliation.

Anchor Team
June 30, 2026
25
min