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.

6 best client portals for accountants (a full review)

Find the best client portal for accountants with this full review of top platforms for secure file sharing, billing, and client communication.

Client agreement template: A free download and guide

Get a free client agreement template and learn how to customize it for your business. Protect your work with clear terms, payment details, and more.

What is recurring billing? A simple guide for firms

Get clear answers to what is recurring billing, how it works, and why firms benefit from automated payments and predictable revenue.

ACH vs credit card payments for marketing agencies: what's actually costing you

CH vs credit card payments: compare fees, speed, chargeback risk, and which method actually costs marketing agencies less.

Elad Shmilovich

5 best invoice automation tools for your firm

Find the best invoice automation tool for your firm. Compare top options to save time, reduce errors, and simplify your billing and payment process.

How to write a marketing agency proposal that closes faster

How to write a marketing agency proposal that wins clients faster. Covers structure, pricing, common mistakes, and what closes deals.

Elad Shmilovich