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.

Why the best operators in accounting are rewriting the rules of leadership

Blair Drake shares what it really looks like to step out of traditional accounting roles and into operational leadership, where the work is less about numbers and more about people, process, and clarity. Her journey from auditor to fractional COO reflects a broader shift happening across the profession, where firm owners are being asked to lead businesses, not just deliver services.

Haley Kershner
March 24, 2026
7
min

ACH payment form template: Free download and guide

Get a free ACH payment form template and step-by-step guide. Learn how to collect payments securely and keep your client billing process simple.

Anchor Team
March 23, 2026
28
min

8 steps to a better new client onboarding process

Streamline your new client onboarding with these 8 practical steps for a smooth, professional start that builds trust and sets the stage for success.

Anchor Team
March 20, 2026
29
min

What is payment processing? A complete overview

Payment processing moves money from your client to your business. Learn how payment processing works, what it costs, and how to choose the right system.

Anchor Team
March 19, 2026
21
min

Billing and invoicing: What's the difference?

Get clear on billing and invoicing. Learn the real difference, how each works, and simple tips to streamline your payment process and get paid faster.

Anchor Team
March 18, 2026
15
min

AR days formula: How to calculate it & why it matters

Learn the AR Days formula, how to calculate it, and why it matters for your firm’s cash flow and billing process. Get practical tips for faster payments.

Anchor Team
March 17, 2026
14
min