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.

Your free bookkeeping engagement letter template & guide

Get a free bookkeeping engagement letter template and step-by-step guide to set clear terms, protect your business, and build strong client relationships.

Anchor Team
May 18, 2026
25
min

Your free bookkeeping services agreement template

Get a free bookkeeping services agreement template with tips on customizing, presenting, and updating your contract for clear, professional client relationships.

Anchor Team
May 15, 2026
19
min

Free refund policy template and step-by-step guide

Get a free refund policy template and practical steps to create a clear, client-friendly policy for your business. Set expectations and build trust easily.

Anchor Team
May 14, 2026
29
min

What are dunning emails? A complete guide

Learn what dunning emails are, why firms use them, and how to write effective dunning emails that help recover payments while keeping client relationships strong.

Anchor Team
May 13, 2026
21
min

Get paid faster with these invoice terms and conditions

Invoice terms and conditions help you get paid faster. Learn what to include, how to avoid disputes, and set clear payment expectations with your clients.

Anchor Team
May 12, 2026
29
min

4 collections email templates to get paid faster

Get paid faster with a collections email template for every stage. Find four proven templates and tips to simplify your accounts receivable process.

Anchor Team
May 11, 2026
32
min