Resource Library

Tools & insights for
modern service businesses.

Guides, reports, live webinars and customer stories to help you eliminate late payments, automate billing, and grow faster.

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Ebook

Eleve magazine

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Ebooks & Reports
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September 2, 2026

Webinar

[Webinar] What a quality engineer knows about 80/20 that your firm does not

In this Out of Scope: Lunch & lean, we walked through what everyone missed when they kept the 80/20 ratio and dropped the three-step method underneath it

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August 20, 2026

Webinar

What hostage negotiators know about the words "That's too expensive"

In this Out of Scope: Lunch & lean, we walked through lessons from Chris Voss's FBI hostage negotiation playbook, and pointed them at the client who says "that's too expensive."

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August 6, 2026

Webinar

What the grass at Ohio State does that your process does not?

[Webinar] Out of scope: Out of Scope: Lunch and Learn.

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July 23, 2026

Webinar

What a German mathematician and Berkshire Hathaway have to do with your firm's plans

In this 25-minute Out of Scope lunch, we walked through why questions like "how do I grow my firm" or "how do I hire good people" cannot be answered,

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July 9, 2026

Webinar

What Carl Lewis can teach you about your firm's utilization rate

The accounting industry has been applying the right number to the wrong measure.

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June 25, 2026

Webinar

What Peacocks Know About Winning Clients

Why "never give free advice" is quietly making your firm invisible.

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June 17, 2026

Case Study

$33,000 a Year, Recovered: How One Firm Cut Its Payment Processing Fees by 90%

Hathaway Companies ran three businesses on a tangle of billing tools. Moving to Anchor cut their payment processing fees about 90% and put thousands back into the business each month.

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June 17, 2026

Case Study

Ten Plus Hours on a Single Proposal, Now Down to Under an Hour

Before Anchor, every new client meant hours of manual scoping, pricing, and paperwork before a dollar came in the door. Here's how one bookkeeping firm cut that down to about an hour, template by template.

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June 17, 2026

Case Study

How The Tax-Minded Bookkeeper Nearly Doubled Its Recurring Book Without Adding Admin

By moving from QuickBooks and Dubsado onto Anchor, The Tax Minded Bookkeeper nearly doubled its recurring book without adding admin, capturing revenue it used to lose to skipped price increases and unbilled scope.

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June 17, 2026

Case Study

Eliminated $40K+ in Outstanding AR and Cut Proposal Time from Hours to Minutes

Jacob LaCour spent years chasing overdue invoices and rebuilding every proposal from scratch, wondering if his firm could ever run without him. Automatic billing and reusable templates changed that, freeing him to standardize his services and grow revenue without adding more hours.

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June 16, 2026

Case Study

How Ignite Spot Saved Over $20,000 a Year by Consolidating Its Billing Stack

By replacing PandaDoc, Bill.com, and DocuSign with Anchor, Ignite Spot cut its payment processing costs by more than half and eliminated thousands in software subscription fees.

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June 16, 2026

Case Study

How Lexiam Accounting Reduced Proposal Time from Four Hours to 30 Minutes

Lexiam Accounting now runs proposals, agreements, and billing through Anchor instead of separate documents and a manual QuickBooks workflow. Reusable service templates cut proposal time way down, price increases run automatically, and recurring invoices collect themselves.

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June 16, 2026

Case Study

20 Hours a Month of Billing, Down to 40 Minutes

Janine Burke had already made the hard shift to fixed-fee pricing; she just didn't have the infrastructure to run it. Here's how a 10-second pitch pointed her to Anchor and made the model finally work the way she intended.

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June 16, 2026

Case Study

How Venti Accounting Went From a $100K Revolving AR down to $0

After years of chasing paper checks and carrying a $100,000 revolving AR, Venti Accounting moved 99% of its clients to autopay, making its revenue predictable. Here's how this firm stopped chasing payments and started forecasting cash flow 6 to 12 months out.

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June 15, 2026

Case Study

300 Hours a Year on Billing Admin, Down to Zero

Read how Scaled Accounting Solutions eliminated 25hrs of monthly billing admin and built a more professional client experience

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June 14, 2026

Case Study

$50,000 a Year in Merchant Fees, Down to Under $1,000

MBS Accounting Technology & Advisory replaced three disconnected tools, DocuSign, Melio, and Plooto, with one platform that runs proposals, payments, and renewals automatically. The switch cut proposal prep time by 90% and is saving the bookkeeping firm an estimated $49,000 a year in payment processing costs.

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June 11, 2026

Case Study

160 Hours Saved Onboarding 80 Clients Onto One Billing System

Luma Accounting merged two firms with two different billing setups and put all 80 clients on Anchor from the start. That single decision cut manual work by about 2 hours per new client, 160 hours in total, time the team now spends on advisory work instead of chasing payment details.

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June 11, 2026

Case Study

From 30-Minute Proposals to 3: How One Bookkeeping Firm Reclaimed Up to 108 Hours a Year

Upkeeping traded a manual, error-prone Dubsado and QuickBooks setup for one system that runs proposals, billing, and payments off a single agreement. The result: proposals in minutes instead of 30-plus, up to 108 hours a year back.

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June 10, 2026

Case Study

333% Growth in Her Client Base After One Year on Anchor

When manual proposals capped how many clients she could take on, Kelli Moss moved Moss Business Solutions to Anchor and cut proposal creation from five-plus hours to under 30 minutes.

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June 9, 2026

Case Study

“I Never Looked Back”: Why This Firm Left Ignition After a Decade

After ten-plus years on Ignition, Monique Swansen switched two firms to Anchor, moved a decade of clients without disruption, and cut her software cost by more than half.

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June 8, 2026

Case Study

From Chasing Checks to Collecting $700K Before Tax Season Even Starts

After 50 years of getting paid last, Boscia & Boscia now collects roughly $700,000 before tax season even begins. Here's how upfront billing with Anchor turned the firm's slowest process into its cash-flow engine.

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June 8, 2026

Case Study

The Fee Conversation RMA Bookkeeping Doesn’t Have Anymore

Rashida Boyd used to build and tweak every client proposal by hand in HoneyBook, with no way to schedule a rate change. Now the founder of RMA Bookkeeping sets her annual price increases once, at signing.

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June 4, 2026

Case Study

The $60,000 a Year in Overhead Anchor Quietly Erased

Glass Wallet used to spend hours each month manually invoicing and chasing payments. After automating billing with Anchor, that dropped to under an hour a month, freeing up $60,000 a year in overhead for revenue-generating work.

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June 3, 2026

Case Study

How TaxProMarketer Eliminated Up to $100,000 a Year in Credit Card Processing Fees

TaxProMarketer replaced a patchwork of PandaDoc, Stripe, and a separate CRM with Anchor's connected proposal-to-paid pipeline. Moving clients to ACH and passing card fees through transparently saved the firm an estimated $80,000 to $100,000 a year.

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June 3, 2026

Case Study

How PBS Consulting Recovered up to $50,000 in Unbilled Revenue

PBS Consulting & Tax Solutions was leaving revenue on the table year after year, from unbilled work to skipped price increases. Anchor automated both, recovering tens of thousands in revenue and cutting the firm's platform costs in half.

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June 3, 2026

Case Study

How Nonprofit Bookkeeping cut monthly billing time from 25 hours to 4

Chris Jackson coordinated five separate tools just to move one nonprofit client from signed proposal to collected payment, tracking it all by hand in a daily spreadsheet. See how moving that workflow into Anchor gave him his month back.

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June 2, 2026

Case Study

"Anchor makes me look good."

ACandy Bellau keeps her firm intentionally lean, but Ignition's flat subscription charged her like a high-volume practice. She switched to Anchor's $5-per-payment model, cut billing costs by about $3,000 a year, and moved credit card fees and annual price increases off her plate for good.

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June 1, 2026

Case Study

How SMB Franchise Advisors Cut an Estimated 120 Hours of AR Admin a Year

An estimated 120 hours a year went into chasing payments and manual reconciliation. Now Anchor resolves AR within the first week and uncollected balances have dropped to near zero.

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June 1, 2026

Case Study

How GWCPA went from six figures in outstanding AR to near-zero collections

A six-figure AR balance sat uncollected for years. Anchor brought it to near-zero in about a year, with proposals, agreements, and payments now running through one admin instead of the partners.

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May 7, 2026

Case Study

Why Breakaway's Advisors Stopped Dreading Their Own Price Increases

For years, Breakaway's advisors put off raising their rates, and some long-standing clients never saw an increase at all. Anchor built the annual increase into every contract across the network, so the raise now happens on its own, no dread required.

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May 7, 2026

Case Study

How to Build a Streamlined Payment Process From Day One

Natalie Kutat built her solo CPA practice on a rule: get paid before the work starts. Here's how she used Anchor to combine engagement letters and payment collection into one step, with no chasing and no monthly fees.

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May 6, 2026

Case Study

How Automatic Approvals Freed Up Her Cash Flow

Anchor's amendment auto-approval puts renewals and scope changes on autopilot, so they take effect automatically instead of waiting on a client to sign. For Ledgr Life founder Jennifer Feinson, that means cash flow that runs on her schedule, not her clients'.

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April 27, 2026

Case Study

This Firm Added More than $50,000 in New Annual Revenue, Without Taking On a Single New Client

Pretty Penny added more than $50,000 in annual revenue through Anchor's automated price increase feature, the first consistent rate hike in the firm's eight-year history. The firm now funds team raises and reinvestment without adding a single client or stretching its staff further.

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June 1, 2026

Ebook

Eleve magazine

Meet the people behind the titles.

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April 26, 2026

Ebook

Best Tax Season Ever (2026 Edition)

Your 14-day reset to end tax season chaos...even if it's already started.

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April 26, 2026

Ebook

Eliminate client ghosting

The practical guide to stopping client ghosting and securing payments

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April 24, 2026

Ebook

Make your accounting firm sellable

Sellable isn’t an exit event. It’s an operating condition where your firm holds together without you.

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