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 pay an invoice online: A guide for firms

Learn how to pay invoice online quickly and securely, with practical tips for firms to streamline payments and improve client experience.

Anchor Team
April 28, 2026
23
min

A 5-step client onboarding process for firms

Streamline your client onboarding process with this 5-step guide for firms. Build trust, set clear expectations, and create a smooth client experience.

Anchor Team
April 28, 2026
22
min

How to accept ACH payments: A simple guide for firms

Learn how to accept ACH payments with this simple guide for firms. Streamline billing, reduce costs, and make payments easier for your clients.

Anchor Team
April 28, 2026
20
min

Client information form: A complete guide for firms

A client information form helps firms collect key client details, streamline onboarding, and set the stage for strong, organized client relationships.

Anchor Team
April 28, 2026
27
min

Scope control for firms: How to prevent scope creep

Scope control helps your firm prevent scope creep, protect profits, and keep projects on track. Learn practical steps to manage client expectations.

Anchor Team
April 28, 2026
21
min

What is invoice matching? A simple guide for firms

Invoice matching helps firms avoid payment errors and fraud. Learn how invoice matching works, why it matters, and how to simplify your billing process.

Anchor Team
April 28, 2026
24
min