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Stop sending proposals that confuse clients,
and create billing bottlenecks.

Give your team tools to sell tiered proposals, create templates, manage clients, invoice and track payments – all in one, automatically.

PROPOSAL-TO-BILLING MANAGEMENT SOFTWARE

Price Confidently.
Win Premium Clients.
Automate Billing.

AccountGroove is the only proposal-to-billing platform for firms that doesn’t tax your growth. 

While other platforms lock you in by controlling your payments and client relationships, AccountGroove puts you in control with fast, flexible payments without processing fees, protecting your profits as you grow.

Engage smarter to solve billing pains and let cash flow.

Give your team the tools to build proposals with packages, save templates, manage clients, invoice and track payments – all in one, automatically.
"Using AccountGroove to secure upfront payments upon clients signing Engagement Letter and running admin on autopilot has been the biggest growth hack and game changer for my business."

how it works

More than automated billing.
Built to sell premium, untaxed.

AccountGroove helps you close premium services 71% of the time and pass fees effortlessly, unlocking accelerated cash flow and maximized profits.
Step 0
1
Optimize Pricing
Optimize Pricing
Step 0
2
Streamline Proposals
Streamline Proposals
Step 0
3
Collect Without Fees
Collect Without Fees
Step 0
4
Automate Invoicing
Automate Invoicing
Step 0
5
Reconcile Instantly
Reconcile Instantly
Step 0
1

Optimize Pricing

Sell premium tiers with expert 1:1 support and insights from thousands of winning proposals.
Step 0
2

Streamline Proposals

Create unlimited proposals with e-sign, invoicing, and payments that save 10+ hours weekly.
Step 0
3

Collect Without Fees

Send proposals that eliminate A/R and pass processing fees to clients to not tax your growth.
Step 0
4

Automate Invoicing

Once engaged, invoicing and payments process automatically for faster, hands-free deposits.
Step 0
5

Reconcile Instantly

Sync clients, services, and payments into your ledger to avoid double entry for clean accurate books.

Our users' wins say it all.

"I can’t say enough good things about the AccountGroove team, their support really is unmatched. On one of our early calls, they recommended a new pricing approach tailored to my services. I implemented their tiered pricing strategy and, on my very first proposal, confidently upsold a premium tier. Just like that! The mindset shift around pricing, combined with the flexibility of their billing schedules and fast payouts, has been a game-changer. I love how everything works seamlessly and how the team’s passion is clearly built into the platform itself."

Samantha Musser, CPA
Owner, Chime CPA

"AccountGroove has been a game-changer for Stratego Intel Consulting. From our very first engagement, their team took a deep, consultative approach—analyzing our full sales-to-close process and delivering strategic improvements that dramatically enhanced our client experience. Their ability to bridge strategic foresight with tactical execution is rare in the marketplace. As a consulting firm deeply focused on empowering businesses with AI, financial optimization, and digital transformation, we especially appreciate their operator mindset and commitment to helping businesses scale intelligently. I've had the pleasure to have white glove treatment from Irene, Co-Founder and CEO of AccountGroove, and I've been highly impressed, and so thankful."

Albert Ramos Jr.
Fractional CFO, Stratego Intel Consulting

"AccountGroove has been a game-changer for my firm. It’s not just billing software, it's a true partner. From prepping for prospect calls to crafting customized proposals, they’ve gone above and beyond. What stands out most is how supported I feel. It’s rare to find a platform that actually cares about your growth and keeps you in the loop every step of the way."

Sarah Foster
Bookkeeper, Accurate Books Solutions

"I enjoy using the platform and It has made sending contracts and proposals easier. I enjoyed working with Irene in the beginning to set up my company profile and templates. The team was helpful and reassuring as I navigated this big business change."

Danya Marhamo, CPA, MSA
Tax Specialist, Marhamo Tax Advisor

"The proposals AccountGroove delivers are next level. Every client has complimented how professional they look—and not once have they questioned delivery or structure. What really surprised me was how seamlessly the proposals tied into the rest of my sales and billing process. Until you experience it yourself, it’s hard to grasp just how much time and friction they help remove."

Aurelien Scagnolari
Founder, CURAT—D

"Working with the AccountGroove team has been one of the most supportive experiences we've had. Their billing and payment turnaround is among the fastest we've seen, but what truly stands out is how deeply they understand the needs of service providers. While other platforms can feel cold and transactional, [sensitive content hidden] have redefined what real support looks like, offering powerful features and building the future of proposals and payments!"

Sophia Kelly
CEO & Founder, Tharos Global

"Easy to use with flexible billing arrangements. For our firm, we offer services to multiple countries, so cross-border payments are a necessity. AccountGroove has that buttoned down. Additionally, variable payment schedules make selling packages easier without worrying about tracking when payments are due. Manual and automatic payments are game-changing—no more following up on outstanding payments. Outstanding support!"

Mark Stovel, CPA
CEO & Founder, FirmNexus

"Over the years we’ve been consistently impressed by the quality of the product and the outstanding support from the team. The platform’s automation of bill collection has completely eliminated our accounts receivable headaches. Plus including additional service options like bookkeeping in our proposals, even if they weren’t mentioned in the discovery call, has really boosted our cash flow and made operations so much smoother for us."

Timothy Horning, CPA
Corporate Partner, Medina Horning & Kruse LLP

"Allowing your leads and clients to select a package set of services is a game charger. We use to send multiple engagements back and forth that weren't ideal for our sales process. The product is well designed without unnecessary features keeping the process very straightforward compared to its competitors. Once we uploaded all proposals we just monitored our billing and watched the payments come through!"

Nevada Ryan
Tutor & President, The New Education Initiative

"An amazing team with extensive experience in this field. The tech is a joy to use, and they are highly responsive to our requests. I can easily see them becoming a top platform. How the proposals are set up to drive more sales and the amount of time it saves our team. Once you automate your billing flow you’ll be shocked how much time is wasted billing manually that could be used to create revenue."

Daniel Tobon, CISSP
Founder & Technology Strategist, TSquared

It’s Not always the workload—it’s the workflow

The truth is you're already balancing a lot building your dream firm..

You might be slowed down by:
1
Billing tasks that slow your cash flow and steal your focus
  • You're stitching together proposals, signatures, and invoices with tools that don’t talk—slowing cashflow and stalling growth.
  • QuickBooks isn’t cutting it—you’ve become your own billing department instead of running your business.
You just want one seamless system that takes clients from "yes" to paid—no patchwork, no admin drag.
2
Not selling through premium tiers
  • You’re leaving money on the table with pricing that’s too low—or too vague.
  • Without a structured offer, upselling becomes guesswork or gets left unsaid.
  • That pricing gap? It’s silently eroding your margins.
You just want a proven pricing model that helps clients choose—and helps you earn more.
3
Not getting paid for out-of-scope services
  • You’re delivering premium work for free—because no one wants to start that awkward conversation.
  • Tiered proposals change the game, setting clear boundaries and opening the door to easy upsells.
You just want a professional way to set expectations and get paid for the full value you deliver.
4
Disputing invoices leading to unrecovered chargebacks
  • Most payment platforms let clients pull back funds with zero warning—and no appeal.
  • You could be stuck footing the bill for work already delivered, costing tens of thousands.
  • We’re part of the 1% that gives you a fair shot to fight chargebacks and protect your revenue.
You just want payment tools that actually protect your hard work—and your bottom line.
5
Sales strategies not producing the results you want
  • You're investing in marketing, but the leads aren't converting—or even showing up.
  • Old-school pricing is holding you back from attracting premium clients.
  • And if you’re not clear on who your audience is or where they live, you're marketing in the dark.
You just want sales tools that attract the right clients, showcase your value, and close deals faster.
6
Paying a salary (or yourself) just to manage billing admin
  • You thought QuickBooks would be enough—until you became your own billing department.
  • You realize that's time and money you could be spending on growth, not grunt work.
You just want billing to run itself—so you can get back to generating leads and servicing your clients.

"AccountGroove’s pricing strategy recommendations gave me a whole new level of confidence in my services. The ability to easily upsell without feeling pushy has helped me increase average client value significantly."

Samantha Musser, CPA
Owner, Chime CPA

3 simple steps

You know it needs fixing, but unsure where and when to start.

Other platforms sell you features,
AccountGroove gives you results:
Step 1
Evaluate
your lead generation, proposal, and pricing strategies—aligning with your long-term goals.
Step 2
Implement
custom proposals and pricing, attract leads, migrate clients, and automate billing.
Step 3
Optimize
with check-ins that let you reflect, pivot, and achieve your goals—support at every step.

Getting started is simple

From setup to getting paid, groovin' in a day.

You're not alone, AccountGroove is here to support:
Step 1
Evaluate

Uncover inefficiencies and missed revenue opportunities.

By the end of this step, you’ll have:
  • Identified profit leaks and benchmarked pricing against top performing firms.
  • Built an action plan to streamline billing and increase cashflow.

"AccountGroove has been a game-changer for my firm. It’s not just billing software, it's a true partner. From prepping for prospect calls to crafting customized proposals, they’ve gone above and beyond. What stands out most is how supported I feel. It’s rare to find a platform that actually cares about your growth and keeps you in the loop every step of the way."

Sarah Foster
Bookkeeper, Accurate Books Solutions
Step 2
Implement

Optimize pricing, automate billing, improve your clients' experience.

At this stage, your firm will be equipped to:
  • Launch a 3-tier pricing model and upsell higher-value services.
  • Automate payment collection and centralize client workflows.

"With lightning-fast billing and payments, AccountGroove's approach is built for real service providers. They get the daily challenges we face and have created tools that solve them directly."

Sophia Kelly
CEO & Founder, Tharos Global
Step 3
Optimize

Leverage data and expert insights to grow sustainably.

Once you enter this phase, you'll gain:
  • Real-time insights to strengthen sales and marketing.
  • A roadmap to scale with more automation and less admin.

"At Stratego Intel Consulting, our success is built on combining strategic intelligence with operational excellence—and AccountGroove has been an exceptional partner in this journey. They didn’t just refine our workflows; they helped us rethink and elevate our pricing, proposal, and client engagement strategies. Their platform feels like having a custom-built sales and operational playbook tailored to our business model with continuous expert support."

Albert Ramos Jr.
Fractional CFO, Stratego Intel Consulting

Still wondering if AccountGroove can unlock premium sales for your firm?

AccountGroove is not for you if..
  • You’re fine wasting time on admin instead of streamlining client onboarding and billing.
  • You don't mind profit-killing fragmented workflows.
  • You’re okay with platforms that tax your growth and own your client relationships.
AccountGroove is your game-changer if..
  • You’re ready to streamline onboarding and billing from day one.
  • You value efficient workflows that protect profits and free up your time.
  • You prefer platforms that support your growth and let you own your client relationships.

Ready to level-up your firm?

Book a proposal review and take away a free custom proposal with your branding and services inspired by top-performing firms.

“Now that we have switched to Bedrock – our business has increased by 150%. We can recommend the product to anyone.”

Andrew Henderson – Founder, Company

“Building the new site with Bedrock has been a breeze, and the crew from Medium Rare are a dream to communicate with.”

Sandra Choudry – Founder, Company

“We were tired of our hum-drum SaaS site. Good thing we found Bedrock – now we are back to looking great online!”

Ben S. – Founder, Company
how top-firms sell premium

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