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.

4 collections letter templates to get paid faster

Get paid faster with these collections letter template examples. Learn how to write clear, professional payment reminders that protect your client relationships.

Anchor Team
February 18, 2026
29
min

Stop Making Billing a Daily Decision in Your Firm

Billing feels endless because it’s packed with daily micro-decisions. “Slow productivity” for accounts receivable means replacing judgment calls with defaults: standard terms, automatic schedules, lightweight scope-change updates, and clean reconciliation.

Anchor Team
February 18, 2026
11
min

Raising prices in 2026? Fix billing first.

Planning a 2026 price increase? Don’t let billing chaos erase it. Learn where margin leaks through scope creep, unclear terms, and messy schedules, and how to fix billing first.

Anchor Team
February 18, 2026
10
min

When everything is everywhere: What it takes to truly streamline a firm

Jenn Klicker shares what it was like to move from scattered systems to a more streamlined approach to proposals and billing. What began as a search for time savings revealed deeper opportunities for consistency and clarity. Through a step-by-step onboarding process and responsive support, her firm reduced stress and dramatically shortened proposal turnaround time. For firm owners, the story is less about tools and more about the leadership mindset required to refine and simplify over time.

Anchor Team
February 18, 2026
8
min

The ultimate scope of work template guide

Get practical tips on creating a scope of work template that sets clear expectations, prevents scope creep, and streamlines your client projects.

Anchor Team
February 17, 2026
33
min

Stop begging for documents: Fix the tax season role flip

Tax season gets weird when the professional chases the client to meet the client’s deadline. This post explains why good accountants enable the role flip, how it becomes normal, and how to reset it.

Tal Ben Bassat
February 17, 2026
12
min