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 Evaluate Apps & Tech for Your Firm with David Leary [Webinar recorded]

Discover accounting tech with David Leary, co-host of Cloud Accounting Podcast. Learn app evaluation, insights, tips & more in our webinar. Optimize your practice now!

Anchor Fintech
July 27, 2023
1
min

Tips & Tricks to Grow Your Firm with Maximum Marketing ROI with Gaynor Meilke [Webinar recorded]

Discover insights from Gaynor Meilke, Founder & Chief Opportunity Officer of Charisma Ink, as she shares practical knowledge on simplifying marketing strategies for accounting professionals. Learn how to create a steady flow of clients, adopt effective marketing tactics, build a powerful brand, and harness AI for amplified results. Don't miss out on her expertise and the upcoming release of her book, The Market Ownership Method

Anchor Fintech
July 27, 2023
2
min

Three Types of Billing: What You Need to Know About Pull ACH, Credit Cards, and Push Payment

As business owners, we get paid when our clients pay us for our work. To get paid, we rely on three methods for payment, each with its own advantages and disadvantages. Let’s have a look at those options.

Rom Lakritz
January 26, 2023
3
min

Anchor and CalCPA Partner to Bring Autonomous Billing & Collections to the Entire Accounting Industry!

In a new software partnership, more than 40,000 CalCPA members across the country can now utilize Anchor’s SaaS platform to automate their entire billing and collections cycle– including agreements, invoicing, payment collections and reconciliation.

Anchor team
September 6, 2022
2
min

How to Maximize your Accounting & Bookkeeping Firm's Profits During the Recession

The 2022 recession is upon us, and there’s no way around it. It’s time to maximize profit! By fully automating your Accounts Receivable process, you can eliminate late payments, revenue leakage, software costs and wasted time. Read how to do this easily in this post.

Rom Lakritz
July 24, 2022
12
min

3 Steps to Get Paid 90% Faster

It’s evident that both vendors and clients are unhappy about late payments: apart from being a drain on precious resources, it can also be a huge strain on business relationships, causing unnecessary friction and miscommunications. But there is a win-win solution to overcome all of these problems.

Anchor
March 7, 2022
6
min