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.

Payment receipt template (free download inside)

Get a free payment receipt template to simplify your billing process. Create professional receipts, keep your records organized, and build client trust easily.

Anchor Team
February 26, 2026
19
min

Post-sale purgatory: The onboarding gap that leaks cash

Post-sale purgatory is the gap between a client saying “yes” and the first cleared payment. This post breaks down the three friction points and the instant green-light flow that fixes them.

Anchor Team
February 26, 2026
8
min

Clear the runway: Turn dunning emails into payment signals that land every time

Most dunning emails fail because they’re improvised. This guide reframes collections through an air-traffic control lens to help you reduce overdue invoices by fixing the process upstream.

Anchor Team
February 26, 2026
11
min

What is invoicing automation & how does it work?

Invoicing automation streamlines billing, saves time, and reduces errors. Learn how automated invoicing works and what features to look for in software.

Anchor Team
February 25, 2026
18
min

Is your AR aging report a ghost story? How to start logging the truth.

If your AR aging meeting feels like storytelling, your report is missing truth markers. This guide shows how to build an exception-only review that drives action.

Anchor Team
February 25, 2026
10
min

Hope isn’t a collection strategy: Fix your termination clause instead

Client exits are when unbilled work becomes negotiable. This guide helps you reframe the termination clause with a margin-safe template plus five operational shifts that protect WIP, trigger final invoicing, and gate handoff behind payment.

Anchor Team
February 25, 2026
12
min