How to onboard new clients: An 8-step guide for firmsLearn how to onboard new clients with this practical 8-step guide for firms. Build trust, set expectations, and create a smooth client experience.Anchor TeamJuly 1, 202632min
How to shorten your accounting proposal acceptance time to under 24 hoursSchedule a free consultation today. Learn how to optimize your accounting proposal acceptance time to sign clients under 24 hours and stop revenue leakage.Anchor TeamJuly 1, 202620min
Accounting firm collections without remindersRun accounting firm collections without reminders by using agreed terms and automatic charges to protect cash flow and improve client service.Anchor TeamJuly 1, 202616min
How professional services firms are moving from hourly billing to fixed-fee (without losing money)Learn how to switch from hourly to fixed-fee billing without undercharging. Includes a pricing floor formula, service tier structure, scope protection clauses, and a client transition script. Elad ShmilovichJuly 1, 202616min
3 past due invoice letter templates that get you paidGet paid faster with these 3 past due invoice letter templates. Learn what to include and how to follow up on late payments while keeping clients happy.Anchor TeamJune 30, 202626min
Accounting firm billing controls: A practical checklistStart today with accounting firm billing controls that connect proposals, payment authorization, automatic collection, amendments, and reconciliation.Anchor TeamJune 30, 202625min
