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.

The modern invoicing workflow: A step-by-step guide

Streamline your invoicing workflow with this step-by-step guide. Learn how to simplify billing, reduce errors, and get paid faster for your services.

Anchor Team
April 20, 2026
28
min

AR management: A practical guide for accounting firms

Ar management helps accounting firms get paid faster and improve cash flow. Learn practical steps to streamline billing and strengthen client relationships.

Anchor Team
April 17, 2026
18
min

What to include in a bookkeeping engagement letter

Find out what every bookkeeping engagement letter should include to protect your practice, set clear expectations, and build strong client relationships.

Anchor Team
April 16, 2026
28
min

What four Unbalanced episodes quietly revealed about the profession

Across four Unbalanced podcast episodes in March, a consistent set of themes emerges that feels both familiar and under-discussed in the accounting profession. These conversations move beyond surface-level tactics and instead explore the emotional weight, identity shifts, and trade-offs that come with building and sustaining a firm.

Haley Kershner
April 16, 2026
9
min

What is an AR aging schedule and why you need one

An ar aging schedule helps you track unpaid invoices by age, spot payment issues early, and keep your firm’s cash flow healthy and predictable.

Anchor Team
April 15, 2026
28
min

How to write a bookkeeper engagement letter (template)

Learn how to write a bookkeeper engagement letter with clear steps and a free template to set expectations and protect your client relationships.

Anchor Team
April 14, 2026
25
min