Bookkeeper Breakthrough Summit Exclusive

Ready to grow beyond referrals on autopilot?

In 14 days, turn accounting leads into advisory clients with our AI lead-to-paid system.

Exclusive pricing · PRO+AI Lead-to-Paid Build

$32,573

$11,323

You save $21,250 | Only 5 of 5 spots left

Your summit promo is applied automatically.

See what's included

Or book a demo first

+300

Firms servicing

$100k

Annual revenue added in year 1

391%

Faster conversion

<24 hrs.

Lead-to-paid advisory clients sign

Leak audit

Where leads drop off

Follow-up speed

Leak

Booking flow

Leak

Proposal to paid

Leak

AI Lead-to-Paid System

Live

1

New lead captured

Website, lead magnet or referral

2

Discovery call booked

Auto-scoring and filtering

3

Proposal sent

On call completion

4

Paid client

Deposit collected on signing

Your Firm CPA

Engagement services

Essential

$650/mo

Growth

$1,200/mo

Advisory

$2,400/mo

Sign & pay

PRO+AI Lead-to-Paid Build

$32,573

$11,323

You save $21,250 | Only 5 of 5 spots left

Or book a demo first

Launch pricing

Done-for-you client acquisition

Everything your firm needs to find, book, engage and get paid by advisory clients.

01

AccountGroove PRO+AI System

Your CRM, proposals, payments and content engine in one place, set up for your firm.

Included

02

Leads Leak Audit

We find where leads drop off today and fix the biggest leaks first.

Included

03

Website and funnel that converts

Written and built for your ideal client, designed to turn visits into booked calls.

Included

04

Interactive lead magnet

An assessment your prospects take that turns visitors into scored, qualified leads.

Included

05

Outreach strategy that books calls

A LinkedIn outreach plan with message scripts that turn connections into booked calls.

Included

Is this right for your firm?

Built for bookkeeping, accountant and tax firms doing at least $500k to $4M a year that want premium advisory clients, not more compliance work.

This is for you if

✓

Your firm does $500k to $1M a year in revenue

✓

Most of your new clients come from referrals and you want a steadier source

✓

You want to sell advisory, not just monthly books

✓

You can give us 2 hours for kickoff and approvals

✓

You are ready to take on 3 new clients a month

Not for you if

✕

You are just starting out and have no paying clients

✕

You don't have time or you don't have someone in house or hired that can't put time into outreach

✕

You compete on lowest price

✕

You are not able to follow up with booked calls

✕

Case Studies

Discover how firms grow with AccountGroove.

See how firms like yours are growing on autopilot and streamlining marketing and sales.

Logo
"

We doubled our revenue within over a year of using AccountGroove. The way they set up tiered proposals and automated billing made it effortless to close bigger deals.

Samantha Musser, CPA
Samantha Musser, CPA
Owner, Twofold Financial
2.5x
Revenue in under 1 year
$300K+
Added Revenue in 1 year
Logo
"

AccountGroove helped me package my services into high value offers, streamline my pipeline, and confidently sell premium engagements. Now I'm selling contracts 4x higher.

Albert Ramos
Albert Ramos
Statego Intel Consulting
$6,900
Avg. monthly contract
4x
Contract value increase
Logo
"

I was juggling HubSpot, Word, and QBO etc. Nothing talked to each other. With AccountGroove, a lead filled out a form, booked a call, received a proposal, e-signed, and paid, in less than 24 hours.

Doug Snyder, CPA
Doug Snyder, CPA
CPA
<24 hrs
Lead-to-Paid
6+
Tools replaced
Logo
"

Every lead used to receive a custom-bid from scratch taking forever to send. Now my pipeline and services are productized and a client receives a polished proposal in under 20 minutes.

Penny Armbruster
Penny Armbruster
1610 Bookkeeping and Consulting
3.6x
Monthly revenue increase
8+ hrs
Saved weekly on proposals

Trusted by hundreds of accounting firm owners

Our guarantee

Live in 3 weeks, or we keep working free

If your system isn't live within 3 weeks since kickoff, we keep building at no extra cost until it is.

Or book a demo first

FAQs

Questions before you claim your spot?

The most common questions about the PRO+AI Lead-to-Paid Build, answered.

What is the PRO+AI Lead-to-Paid Build?

A done-for-you client-acquisition system for accounting firms. We build your website, lead magnet, AI follow-up, proposals and payments so ideal clients find you, book themselves and pay when they sign.

How long until my system is live?

Do I need to be technical?

Why is the full price $32,573?

Why is the price discounted?

Our Story Image

About AccountGroove

Built by founders who've grown beyond referrals

Irene-Marie and Matt Pril built and sold a 7-figure tech firm, with their accountant and bookkeeper key to the deal. They rebuilt the system behind it, $1.7M in year-one revenue, for accounting firms, now powered by AI.

300+ firms use it today, with 4x higher contract values and lead-to-paid in under 24 hours.

Our mission: give accounting firms the marketing systems global brands use, so they get paid what they're worth.

Ready to stop waiting on referrals?

Get the full PRO+AI build for $11,323 instead of $32,573. Launch pricing ends when the 5 spots are gone and expires 2 weeks after the conference, November 27th.

Or book a demo first