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.

Smarter invoice management for accounting firms

Streamline invoice management for your accounting firm with practical tips, automation strategies, and software recommendations for faster, accurate billing.

Anchor Team
February 13, 2026
28
min

Why tax firms still run billing like a conversation, not a system

In many tax firms, billing still runs as an ongoing conversation. That dynamic invites negotiation, late payment, and scope friction. This post explains why it occurs and how to make cash collection more predictable.

Tal Ben Bassat
February 13, 2026
11
min

The “late client” problem is an operations problem

Late clients don’t just annoy your team. They break scheduling, drain partner time, and create quality risk. See how to set expectations up front using deadlines, premiums, late fees, and capacity limits, and how to apply them without jeopardizing relationships.

Tal Ben Bassat
February 13, 2026
12
min

Credit card authorization form template: free download and guide

Get a free credit card authorization template to simplify client payments, reduce chargebacks, and keep your business secure and compliant.

Anchor Team
February 12, 2026
17
min

Early bird vs late-payment discounts: One builds trust, one kills margin

In tax season, discounts show up in two moments: before work starts (to earn commitment) or after work is done (to collect cash). One supports planning and sets expectations. The other trains clients to delay.

Tal Ben Bassat
February 12, 2026
8
min

Start scaling again: Stop paying partners to do collections

If partners are still getting pulled into collections, you’re paying your most expensive people to do the least valuable work. This article breaks down the operating model that replaces partner follow-ups with clear agreements, billing schedules, and automatic payment collection.

Tal Ben Bassat
February 12, 2026
10
min