The App That Fixed My Billing Chaos (and Might Save Yours Too)

In this episode of No Se Habla Taxes, I’m sharing the billing fix I didn’t know I needed—until I hit a wall with clunky invoices, awkward follow-ups, and manually tacked-on credit card fees. 

Fresh off the Bridging the Gap conference here in Denver (yes, I only pulled it off because it was local), I got exactly what I came for: tool recommendations from smart, scrappy peers who get it. 

The standout? Anchor—an all-in-one platform for proposals, engagement letters, and seamless payments. 

I tried it. It worked. 
The first invoice was scheduled and paid automatically. 
No chasing. No duplicate invoices for card fees. Just clean, modern billing. 

And the best part?
It’s not just for CPAs—it’s for YOU. 
If you’re a service-based solopreneur still emailing random PDFs and hoping for the best, this tool will change your cash flow life. 

In this episode, I cover: 

• The real reason I went to an accounting conference in year one 
• Why Anchor solved my payment headaches 
• How automation can protect your time and your sanity 
• The one-liner that’ll make you stop sending PDFs for good 

💸 Want $50 to try Anchor?
Click my referral link (https://join.sayanchor.com/D6iBrT)  and get a $50 credit applied to your account when you sign up. Modern billing has entered the chat. 

🔗 Resources Mentioned: 

• Anchor: https://join.sayanchor.com/D6iBrT  
• Bridging the Gap Conference: https://www.btgconference.com/ 

🎧 Subscribe & Review
Love what you're hearing? Subscribe to No Se Habla Taxes and leave a quick review—it helps other solopreneurs find their way out of bookkeeping chaos too. 

Let's connect!

LI: https://www.linkedin.com/in/armstrongmelissacpa/

Website: https://steadyhandaccounting.com/

Coaching Program Waitlist: https://steadyhandaccounting.myflodesk.com/ofgzp2o7tc

Transcript

0:11

Welcome back to No Se Habla Taxes Taxes, the podcast where A CPA does her own bookkeeping and confesses her way through it. I'm Melissa Armstrong, fractional controller, solo practice owner, and the kind of financial pro who's been manually invoicing for card fees like it's 2011. Let's fix that. Okay, so I went to Bridging the Gap, a three day accounting conference that this year took place here in Denver. And honestly, the only reason I could swing it in the first year of business was because it was local. No flights, no hotels, just me, my phone, and a very well wor pair of sandals. But honestly, it was exactly what I needed because this wasn't your standard CPE snooze fest. The sessions were real mental health, resilience, AI tech tools and actual ways to run your practice without losing your mind. And the whole time I had one burning question, I kept asking my beers. What are you all using to send proposals, sign engagement letters, and most importantly get paid because I was done, guys. Done done with awkward invoice. Emails done with tacking on credit card fees. Manually done with chasing payments like they owed me. Emotional support. My peers, well, they came through hard. Over and over. I heard you need to try anchor, so I did. And oh my gosh, I'm so glad that I did. Last week. I onboarded a new client using anchor proposal, sent engagement letter signed, invoice scheduled and paid. Automatically that first payment hit my account in two business days, just two, and I didn't have to lift a finger. No separate invoice for fees. No awkward follow up. No chaos. Just paid. That's how Mama likes it. Anchor isn't just for accountants, and that's the great news that I have for you. It's actually for anybody offering a service. It auto generates your invoices, collects payments automatically, and makes sure you never, ever forget to bill for work that you actually did. More cashflow, less drama, and one more thing. It syncs with your accounting software so that the majority of the accounting work is done for you. Because let's be honest, if you're still sending a mix of PDF invoices, Venmo links, and emoji receipts, I am judging you. You're not running a business, you're running a scavenger hunt. There's a better way to bill. I found it and now you can use it too. If this episode spoke to your chaos, subscribe to No Se Habla Taxes taxes and send it to that friend. Still typing due upon receipt in a Word document. We're not doing that anymore. Uhuh, it's 2025. Check the show notes for my referral link to Anchor. You'll get a$50 credit just for signing up and finally joining the rest of us in the modern billing world. Until next time, ditch those damn PDFs. Stop chasing payments and let modern technology handle your cash flow for ones.