Anchored

A Blog by Anchor

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When work becomes a refuge from grief

Liz Farr shares how profound personal loss shaped her relationship with work and the accounting profession. After receiving three days of bereavement leave during tax season, she returned to mandatory work and postponed her brother’s memorial service, having internalized that pushing through was simply part of being a CPA. Her reflections invite firm owners to reconsider rigid policies, embrace flexibility, and lead with empathy.

Haley Kershner
March 3, 2026
8
min

Invoice reconciliation: A step-by-step guide

Master invoice reconciliation with this clear, step-by-step guide. Learn practical tips to keep your records accurate and protect your firm’s cash flow.

Anchor Team
March 2, 2026
26
min

How to build an effective client onboarding workflow

Create a client onboarding workflow that keeps clients happy and your team organized. Get practical steps for a smooth, professional onboarding process.

Anchor Team
February 27, 2026
14
min

The 3-hour billing day: How teams get their time back

Billing sprawls when AR is split across tools and manual handoffs. This post shows where time leaks out, what a “3-hour billing day” actually means, and how a connected flow helps teams work in a focused block.

Anchor Team
February 27, 2026
12
min

Signed isn’t success: Build proposals that get you paid

Most firms lose money in the handoffs after “yes.” This post shows where proposals stall, why disconnected tools create extra work, and how to turn proposals into agreements that get paid from the start.

Anchor Team
February 27, 2026
12
min

Payment receipt template (free download inside)

Get a free payment receipt template to simplify your billing process. Create professional receipts, keep your records organized, and build client trust easily.

Anchor Team
February 26, 2026
19
min
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