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 write a rate increase notice clients accept

Write a clear, effective rate increase notice clients accept. Learn what to include, how much notice to give, and tips for keeping client trust strong.

Anchor Team
May 25, 2026
25
min

What Is DSO and How Marketing Agencies Can Get It to Zero

Days sales outstanding (DSO) measures how long your agency waits to get paid. Learn what DSO means, how to calculate it, and how to get it to zero.

Elad Shmilovich
May 25, 2026
9
min

Your 7-step new client checklist for happy clients

A new client checklist helps you deliver a smooth onboarding experience. Follow these 7 steps to build trust and set every client relationship up for success.

Anchor Team
May 22, 2026
20
min

What is a client portal and why your firm needs one

Find out what is client portal, how it works, and why your firm needs one for secure document sharing, easy communication, and automated billing.

Anchor Team
May 21, 2026
21
min

Engagement letter sample: What to include (and why)

Get a practical engagement letter sample and learn what to include for clear client agreements, transparent fees, and a smooth working relationship.

Anchor Team
May 20, 2026
24
min

What is a receipt email? A guide for modern firms

A receipt email confirms payments, builds trust, and keeps records clear. Learn what to include and how to automate receipt emails for your firm.

Anchor Team
May 19, 2026
27
min