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 get paid faster: A guide for service firms

Learn how service firms can get paid faster by automating billing, improving payment terms, and creating a predictable cash flow system for your business.

Anchor Team
May 8, 2026
28
min

The perfect receipt email template: What to include

Create a professional receipt email template with must-have details for client trust, clear records, and a seamless billing experience.

Anchor Team
May 7, 2026
26
min

How to Use Billing Terms to Build a Predictable Revenue Engine for Your Firm

Billing terms explained in plain language for firms. Learn how clear billing terms protect your cash flow and strengthen client relationships.

Anchor Team
May 6, 2026
28
min

The perfect client onboarding form (free template)

Create a seamless client experience with a client onboarding form. Get tips, must-have sections, and a free template to start your process right.

Anchor Team
May 5, 2026
26
min

How Invoice Reconciliation Friction Drives Agency DSO and Drains Cash Flow

For a marketing agency, DSO shows how fast the work the team delivered turns into cash in the operating account, and where billing friction is slowing that conversion down.

Elad Shmilovich
May 5, 2026
13
min

How to write an accounting engagement letter

Learn how to write an accounting engagement letter that sets clear expectations, protects your firm, and builds strong client relationships.

Anchor Team
May 4, 2026
24
min