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

Episode Transcript

(00:11):
Welcome back to No Se HablaTaxes Taxes, the podcast where A
CPA does her own bookkeeping andconfesses her way through it.
I'm Melissa Armstrong,fractional controller, solo
practice owner, and the kind offinancial pro who's been
manually invoicing for card feeslike it's 2011.

(00:34):
Let's fix that.
Okay, so I went to Bridging theGap, a three day accounting
conference that this year tookplace here in Denver.
And honestly, the only reason Icould swing it in the first year
of business was because it waslocal.

(00:54):
No flights, no hotels, just me,my phone, and a very well wor
pair of sandals.
But honestly, it was exactlywhat I needed because this
wasn't your standard CPE snoozefest.
The sessions were real mentalhealth, resilience, AI tech

(01:17):
tools and actual ways to runyour practice without losing
your mind.
And the whole time I had oneburning question, I kept asking
my beers.
What are you all using to sendproposals, sign engagement
letters, and most importantlyget paid because I was done,

(01:38):
guys.
Done done with awkward invoice.
Emails done with tacking oncredit card fees.
Manually done with chasingpayments like they owed me.
Emotional support.
My peers, well, they camethrough hard.

(01:59):
Over and over.
I heard you need to try anchor,so I did.
And oh my gosh, I'm so glad thatI did.
Last week.
I onboarded a new client usinganchor proposal, sent engagement
letter signed, invoice scheduledand paid.

(02:24):
Automatically that first paymenthit my account in two business
days, just two, and I didn'thave to lift a finger.
No separate invoice for fees.
No awkward follow up.
No chaos.
Just paid.
That's how Mama likes it.

(02:47):
Anchor isn't just foraccountants, and that's the
great news that I have for you.
It's actually for anybodyoffering a service.
It auto generates your invoices,collects payments automatically,
and makes sure you never, everforget to bill for work that you

(03:07):
actually did.
More cashflow, less drama, andone more thing.
It syncs with your accountingsoftware so that the majority of
the accounting work is done foryou.
Because let's be honest, ifyou're still sending a mix of

(03:27):
PDF invoices, Venmo links, andemoji 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 useit too.

(03:47):
If this episode spoke to yourchaos, subscribe to No Se Habla
Taxes taxes and send it to thatfriend.
Still typing due upon receipt ina Word document.
We're not doing that anymore.
Uhuh, it's 2025.
Check the show notes for myreferral link to Anchor.

(04:10):
You'll get a$50 credit just forsigning up and finally joining
the rest of us in the modernbilling world.
Until next time, ditch thosedamn PDFs.
Stop chasing payments and letmodern technology handle your
cash flow for ones.