Secure client portals: A checklist for accounting firmsUse this secure client portal checklist to assess access, permissions, audit visibility, and billing workflow fit for your accounting firm.Anchor TeamSeptember 18, 20269min
Secure payment link guide for professional-services firmsLearn how a secure payment link protects client details, improves checkout clarity, and shows when Anchor's autonomous billing workflow fits firms today.Anchor TeamSeptember 17, 202611min
Bad Debt Expense: How to Calculate, Reduce and Prevent ItLearn how to calculate bad debt expense using the allowance method, reduce write-offs with automated billing, and prevent uncollectible accounts.Anchor TeamSeptember 9, 20269min
How to price accounting services: fixed-fee, value and hourlyThe answer for most firms is a hybrid. Fixed-fee for recurring compliance work, value pricing for advisory, and hourly for complex one-off work where scope can't be determined in advanceTeam AnchorSeptember 8, 202611min
Cash conversion cycle: what it is and how AR drives itService firms have a median 42-day DSO. Learn how the cash conversion cycle works, why DSO is the only lever you control, and how to cut it to 7 days.Anchor team September 3, 20267min
Client intake software for accounting firmsCompare client intake software for accounting firms and learn how clean intake data can flow into proposals, agreements, billing, payments, and reconciliation.Anchor TeamSeptember 2, 202618min
