How RMA Bookkeeping Simplified Billing & Cut Costs

01 · The Challenge

Before switching to Anchor, Rashida had been using HoneyBook to handle proposals and recurring billing. She had set up automations and templates within the platform, and at one point even brought in a virtual assistant to manage the setup because it was too time-consuming to handle herself.

“It feels like it was built for me. It works with my brain.”
Rashida Boyd, Founder, RMA Bookkeeping

HoneyBook handled parts of the billing workflow, but the experience felt manual despite the automations in place. Every time Rashida onboarded a new client, she had to go in and individually tweak the proposal template. The platform's integration with QuickBooks Online also created ongoing headaches: payments were not syncing cleanly, which meant she had to spend time tracking down and correcting mismatches in her books.

The cost of running the platform was also a growing concern. HoneyBook charged an annual subscription fee of several hundred dollars, and on top of that, transaction fees for ACH and credit card payments. Comparing those costs to what she pays now with Anchor, Rashida estimates she was paying at least double, and in some cases triple, per transaction.

After using HoneyBook for a few years, the combination of manual friction, QuickBooks sync problems, and rising costs made her start looking for something better.

“It created a big mess in my QuickBooks. I was just done at that point with HoneyBook.”
Rashida Boyd, Founder, RMA Bookkeeping

02 · The SolutionWhy Anchor

Rashida first heard about Anchor through the bookkeeping communities she participates in on Facebook. Multiple people in those groups were recommending it at the same time, which made her take notice. She describes it as suddenly being everywhere in her professional circles.

What stood out immediately when she started using Anchor was the ease of setup. In contrast to HoneyBook, where she had paid a professional roughly a thousand dollars to configure the platform, she was able to set up Anchor herself with support from Anchor's team. She also valued that she had a named point of contact during onboarding, something she had never experienced with HoneyBook, where support was handled entirely through chat with no continuity.

The QuickBooks Online integration was another deciding factor. Anchor syncs automatically, which resolved the reconciliation problems she had dealt with in HoneyBook. Payments clear, and the books update without any manual intervention on her part.

“That initial hand holding that Nathan gave was just extremely valuable in helping me get really acclimated and thrown into using it. It's really easy to use.”
Rashida Boyd, Founder, RMA Bookkeeping

Implementation

Rashida set up Anchor at the start of 2026 and has been using it as her primary billing and proposals platform since. The setup process was straightforward enough that she handled it herself, in contrast to her HoneyBook experience where she had needed outside help to get the platform configured.

She built out proposal templates in Anchor and began onboarding new clients through the platform. The learning curve was minimal. As she describes it, once she got past the initial questions that come with any new tool, she was able to move quickly. She now handles the full billing workflow herself without relying on a VA for that function.

One feature she has built into her proposals from the start is Anchor's automatic price increase capability. She has set annual price adjustments directly in her client agreements, so when the time comes, the increase applies automatically.

03 · The ResultsDirect Savings

Rashida estimates she has reclaimed roughly three to five hours per month that she was previously spending on billing administration, based on her own assessment. That time previously went toward tweaking proposals, managing a VA who handled the setup work, and sorting out QuickBooks discrepancies. Now she handles everything in Anchor herself, and the process feels manageable in a way it did not before.

The cost savings are also meaningful. Moving from HoneyBook's annual subscription plus per-transaction fees to Anchor's processing-fee-only model has reduced what she pays to run her billing operation. For a solo practice where margins matter, eliminating a redundant subscription while also getting a cleaner, more integrated experience represents a straightforward win.

The QuickBooks sync works as expected. Payments come in and reconcile automatically, which means Rashida is not spending time at the end of each month correcting mismatches between what Anchor collected and what QuickBooks shows.

“I'm doing everything in Anchor now and it feels very manageable for me. I don't have to outsource it to my VA to manage it.”
Rashida Boyd, Founder, RMA Bookkeeping

She has also built in protections against billing friction before it starts. With automatic price increases built into her proposals, those conversations happen on her terms and on a predictable schedule rather than requiring her to initiate them each year. She no longer needs to track when each client is due for a price review or schedule separate conversations around it.