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 guide to the perfect payment confirmation email

Learn how to write a payment confirmation email that builds trust, reduces confusion, and keeps your client relationships strong and professional.

Anchor Team
April 27, 2026
24
min

The essential guide to accounts receivable reporting

Get practical tips on accounts receivable reporting, from key reports to automation, so you can manage cash flow and client payments with confidence.

Anchor Team
April 24, 2026
26
min

6 types of billing reports every firm needs

Find out which billing reports matter most for your firm. Learn how the right reports can improve cash flow, client trust, and financial clarity.

Anchor Team
April 23, 2026
29
min

5 invoice payment methods your firm should consider

Find out which invoice payment methods work best for your firm and your clients. Learn how to simplify billing and get paid faster with the right options.

Anchor Team
April 22, 2026
28
min

What is client onboarding automation? A simple guide

Client onboarding automation streamlines new client setup, saving time and reducing errors. Learn how to create a smooth, professional onboarding process.

Anchor Team
April 21, 2026
25
min

The shift no one prepares you for when your firm starts to grow

What does growth really look like once you move beyond being a solo practitioner? In this episode of Unbalanced, Rachel Dauchy shares a grounded, honest view of what changes and what doesn’t as a firm evolves. From redefining your role to navigating client expectations and building a team you can trust, her perspective reflects the realities many firm owners are quietly working through. This conversation also reframes accounting itself, not as rigid or mechanical, but as something far more creative and human. It is a thoughtful look at what it means to build something sustainable in a profession that is constantly shifting.

Haley Kershner
April 21, 2026
8
min