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.

Scope management 101: A practical guide for firms

Scope management helps your firm set clear project boundaries, prevent scope creep, and protect profitability with practical steps and proven strategies.

Anchor Team
April 3, 2026
29
min

How to write a proposal cover letter that wins clients

Write a proposal cover letter that stands out. Get practical tips to connect with clients, avoid common mistakes, and make your proposal memorable.

Anchor Team
April 2, 2026
27
min

Free audit engagement letter template & guide

Get a free audit engagement letter template plus a step-by-step guide to drafting clear, professional agreements for your firm and clients.

Anchor Team
April 1, 2026
25
min

Anchor earns 2026 “Best Of” recognitions from Capterra and Software Advice

Anchor has earned top 2026 honors for excellence in customer support and simplifying the work-to-cash flow process.

Abe Seig
April 1, 2026
7
min

How to write a final demand letter that works

Learn how to write a final demand letter that gets results. Get tips on what to include, timing, and legal steps to recover overdue payments.

Anchor Team
March 31, 2026
23
min

Why so many firm owners misread their own business

Karen Reese has spent more than a decade building Starlight Bookkeeping, and what makes her perspective compelling is not just experience, but the honesty with which she talks about mistakes, blind spots, and the systems she wishes she had built sooner. In this conversation, she reflects on the hidden risks of trust inside a firm, the damage that can come from delaying billing, and the way personal money stories can distort business decisions. What emerges is a grounded, deeply useful conversation about running a firm with more clarity and less self-sacrifice. For accounting firm owners, it is a reminder that good leadership often begins with looking at your own business as clearly as you look at your clients’.

Haley Kershner
March 31, 2026
6
min