Case Study: Upkeeping Cuts Proposal Time and Reclaims Hours with Anchor

Upkeeping reclaims 108 hours a year and saves $8.7K with Anchor

Upkeeping, a bookkeeping and accounting firm run by Erin Pohan, faced significant challenges managing its client billing cycle across two disconnected tools, Dubsado and QuickBooks Online. This manual, error-prone process of rebuilding client terms in both systems was slow and left the founder fearful of making mistakes. The setup also led to lengthy proposal creation and inefficient payment collection on net-15 terms, consuming up to 10 hours a month while the firm absorbed all client credit card processing fees.

By implementing Anchor's all-in-one system for proposals, agreements, and billing, Upkeeping consolidated its workflow. The solution automated onboarding and captured payment methods at signing, eliminating manual entry and chasing payments. As a result, Upkeeping reclaimed up to 108 hours annually, cut proposal time from 30 minutes to 3, and saved $8,700 per year in credit card fees, turning billing from a source of worry into an automatic process.

Upkeeping