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.

How to get a better deal when you sell your accounting firm

Learn what buyers discount in diligence, how to reduce holdbacks and earnouts, and how operational clarity in agreements, billing, payments, AR, and reconciliation protects your payout.

Anchor Team
February 4, 2026
8
min

Free Invoice Templates (+ How to Make Them Great)

Find out what makes invoice templates effective and get tips to create professional, clear invoices that help you get paid faster and impress your clients.

Anchor Team
February 3, 2026
17
min

How to buy an accounting firm (without buyer’s remorse)

A practical buyer’s guide to acquiring an accounting firm in today’s market. Learn what to evaluate beyond the multiple, how to spot common seller profiles, and which deal terms protect you.

Anchor Team
February 3, 2026
10
min

A week in the Alps, together

Anchor teammates from around the world met in the Alps for our first offsite. Here’s what a week in Mayrhofen changed about how we build together.

Anchor Team
February 3, 2026
12
min

The messy middle of firm ownership: Delegation, trust, and the work that pulls you back in

In this episode of the Unbalanced Podcast, Marie Torossian reflects on what it really takes to build a firm through uncertainty, delegation challenges, and team transitions. She shares hard-earned lessons on charging for value, building a sales process, and staying intentionally focused on the work that aligns with her long-term vision. The conversation highlights the emotional side of leadership, including how firm owners can reframe turnover, protect trust with clients, and build systems that hold up through change. It is a grounded reminder that growth is rarely clean, but it can still be intentional.

Anchor Team
February 3, 2026
5
min

Credit card authorization form: A simple guide

Learn how a credit card authorization form protects your business, prevents disputes, and streamlines payments with clear, secure client consent.

Anchor Team
February 2, 2026
18
min