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 upfront billing can still fall short for tax firms (and what to do instead)

Upfront billing can reduce AR for tax firms, but it often falls short when scope changes, information arrives late, or complexity shows up mid-file. This piece explains where the model breaks, and how to keep billing predictable.

Tal Ben Bassat
February 12, 2026
10
min

What Is the AR turnover ratio? A simple guide

Get a clear, friendly explanation of the AR turnover ratio, why it matters for your business, and practical tips to improve your accounts receivable process.

Anchor Team
February 11, 2026
27
min

The true cost of tax season: Urgent work, delayed payments

Tax season isn’t just long hours. It’s when firms deliver deadline-driven work, with payment often lagging by weeks. That mismatch creates AR, disrupts planning, and pulls partners into avoidable money conversations.

Tal Ben Bassat
February 11, 2026
10
min

Milestone billing: The simple way to stabilize cash flow

Milestone billing stabilizes cash flow by tying payments to progress instead of waiting until delivery. This article explains two simple models firms can use year-round.

Anchor Team
February 11, 2026
8
min

Service agreement template: Free download & guide

Get a free service agreement template and learn how to customize it for your business. Follow this step-by-step guide to create clear, professional contracts.

Anchor Team
February 10, 2026
28
min

The quiet work of running a firm and why it matters more than ever

Running an accounting firm often means carrying the quiet weight of delayed decisions, especially around billing, agreements, and pricing. In this conversation, Dallas Becker, CPA, reflects on how simplifying those processes reduced friction and helped him follow through on work he already knew needed to be done. His experience highlights how routine systems can ease the emotional load of firm ownership and create consistency for both clients and firm owners. The story focuses less on growth and more on relief, clarity, and sustainable leadership.

Anchor Team
February 10, 2026
5
min