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.

He became a father overnight. Here’s what happened next with Joe Woodard

I sat down with Joe Woodard expecting a meaningful conversation, but not one that would stay with me long after it ended. What unfolded was a story about becoming a father in a way he never planned, shaped by loss, timing, and a single moment that changed everything. This piece offers a behind-the-scenes look at that conversation, without giving the full story away. His full feature is coming soon in Elevé.

Haley Kershner
March 17, 2026
6
min

The unspoken truths of firm leadership: insights from February's Unbalanced Podcast

February’s Unbalanced podcast conversations brought together four firm leaders with very different paths, but their experiences revealed common themes. From the quiet isolation of early ownership to the complexity of partnerships and the way confidence develops over time, each story offered a more complete picture of leadership in the profession. These conversations did not follow polished narratives. They reflected lived experience. For firm owners navigating growth, pressure, and change, they offer perspective that feels both practical and familiar.

Haley Kershner
March 17, 2026
9
min

She faced burnout, fear, and the pressure of success. What happened next changed how she sees everything

In this episode of the Unbalanced Podcast, Dr. Kristy Short shares a deeply personal conversation about burnout, anxiety, and the hidden pressures that come with leadership in the accounting profession. Drawing from her own experience, Kristy reflects on the journey that inspired her book Civil Warrior and the moment she realized success alone was not enough to sustain her wellbeing.

Haley Kershner
March 17, 2026
7
min

How invoice tracking can fix your cash flow

Invoice tracking helps you avoid late payments, reduce errors, and create predictable cash flow. Learn how to streamline your billing process today.

Anchor Team
March 16, 2026
28
min

Payment terms and conditions: An essential guide

Get clear on payment terms and conditions with this essential guide. Learn how to set, communicate, and automate payment terms for your business success.

Anchor Team
March 13, 2026
27
min

Client onboarding: The ultimate guide for firms

Client onboarding isn’t paperwork. It’s the first impression your client gets about your firm and the value you provide. This guide breaks down how to build a clear, repeatable onboarding process that protects your team’s time and helps clients get value faster.

Anchor Team
March 13, 2026
18
min