Anchored

A Blog by Anchor

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Client onboarding checklist: Make every new client billing-ready from day one

A practical client onboarding checklist that makes every new client billing-ready from day one. Learn how to map the payment path, lock PO and portal rules, and test your first invoice so cash doesn’t get stuck.

Anchor Team
March 4, 2026
8
min

How to stop unapplied cash from hiding late payments

Unapplied cash makes your aging report and cash forecasts unreliable, even when clients have already paid. This checklist shows how to tighten invoice hygiene, so payments get matched fast and your numbers stay trustworthy.

Anchor Team
March 4, 2026
11
min

How to create a retainer agreement that protects you

Learn how to create a retainer agreement that sets clear terms, protects your business, and builds trust with your clients from the very start.

Anchor Team
March 3, 2026
19
min

The hidden cost of invoice disputes: How decision drag kills your margin

Invoice disputes aren’t expensive because they happen. They’re expensive because they drift. This article presents a simple six-step operating system for consistently logging disputes.

Anchor Team
March 3, 2026
12
min

The night that changed everything

In this deeply personal feature for Eleve, Haley Kershner sits down with Debra to trace the arc of a life split into before and after. On Christmas Eve, in the home she had carefully designed for her young family, Debra survived a brutal assault that unraveled her marriage, career path, and sense of safety. What followed was not a clean comeback story, but a slow rebuilding through music, unexpected kindness, and a second chance at love and partnership.

Haley Kershner
March 3, 2026
8
min

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
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