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A cash flow playbook for your accounting firm

Simple billing practices that keep revenue flowing

Steady revenue doesn’t happen by accident. This one-page guide breaks down simple billing habits that help accounting firms get paid faster, avoid awkward follow-ups, and maintain predictable cash flow—without adding extra work.

Stay in Control of Cash Flow in 2026

Key takeaways

  • Get clearer visibility into your firm’s cash flow throughout the year

  • Set billing expectations early to prevent payment delays

  • Send accurate, professional invoices that clients trust and pay faster

  • Remove payment friction with flexible, digital payment options

Build steadier cash flow in 2026

Billing doesn’t need to be complex to work well. Download this one-page guide to see how minor process improvements can help you ensure timely payments and avoid cash flow surprises.