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 AR aging report: A guide to fixing cash flow

Learn how an ar aging report helps you spot overdue invoices, improve collections, and keep your firm’s cash flow healthy with practical, actionable steps.

Anchor Team
March 30, 2026
25
min

The psychology of scope creep

Scope creep is rarely a process problem first. Learn why it happens in accounting firms and how to stop revenue leakage with better boundaries.

Abe Selig
March 30, 2026
12
min

Proposal acceptance: A guide to getting a faster yes

Proposal acceptance made simple—learn practical steps to secure a faster yes, avoid common mistakes, and streamline your client onboarding process.

Anchor Team
March 27, 2026
25
min

A firm's guide to smarter invoice generation

Streamline your invoice generation process with practical tips, must-have features, and common mistakes to avoid for a more efficient, professional firm.

Anchor Team
March 26, 2026
31
min

Partial payments: The pros and cons for your firm

Learn how partial payments work, the pros and cons for your firm, and practical tips to manage payment plans while keeping your cash flow steady.

Anchor Team
March 25, 2026
19
min

Bank transfer payments 101: A guide for firms

Get clear on bank transfer payments for firms—how they work, types, security, and best practices to streamline your billing and protect your cash flow.

Anchor Team
March 24, 2026
27
min