For Bookkeepers

For bookkeepers drowning in manual proposals and inconsistent revenue.

3.6x monthly revenue increase — Penny Armbruster, 1610 Bookkeeping

BOOK A FREE DEMO

Filter bad-fit leads

Stop wasting time on clients who cannot afford quality bookkeeping services.

Send proposals in 2 minutes

Tiered, branded proposals from a template. No starting from scratch.

Bill on signature

Recurring billing starts automatically. No chasing invoices.

Nurture on autopilot

AI newsletter keeps the firm top of mind between engagements.

Collect reviews and referrals

Automated requests go out after 6 months of working together.

Pipeline

New Lead

Qualified

Proposal

Signed ✓

Morris CPA

$1.2K

Patel Books

$800

Johnson & Assoc.

$2.4K

Green Valley

$1.1K

Morris CPA

$1.2K

Patel Books

$800

Johnson & Assoc.

$2.4K

Green Valley

$1.1K

Conversion this month

Designed for how accounting firms grow

From the first conversation to predictable recurring revenue.

Smart Intake Forms

Capture qualified leads and route them to the right pipeline, proposal, and follow up workflow.

Smart Intake Forms

Capture qualified leads and route them to the right pipeline, proposal, and follow up workflow.

AI Marketing Automation

Follow up through email / sms and nurture campaigns until leads are ready to engage.

AI Marketing Automation

Follow up through email / sms and nurture campaigns until leads are ready to engage.

AI Marketing Automation

Follow up through email / sms and nurture campaigns until leads are ready to engage.

Proposals & Billing

Send proposals with e-signatures that collect payment details upfront to automate billing.

Proposals & Billing

Send proposals with e-signatures that collect payment details upfront to automate billing.

Proposals & Billing

Send proposals with e-signatures that collect payment details upfront to automate billing.

Referral Tracking

Track referrals from clients and partners so you know where your best clients come from.

Referral Tracking

Track referrals from clients and partners so you know where your best clients come from.

10+ Tools Replaced

One all-in-one AI Lead to Paid system

11x Leads Captured

With automated follow ups & nurturing

40% Convert Faster

From first contact to signed proposal

35% Profit Increase

With AI smart pricing & positioning

(Remove) Built for firms turning leads into clients

From the first conversation to predictable recurring revenue.

Inventory Sync

Automatically sync your in product inventory across all channels to avoid

Stock Management

Sync inventory in real-time across all platforms to maintain accuracy.

Real-Time Inventory

Ensure customers always see correct stock levels across every channel.

Inventory Sync

Automatically sync your in product inventory across all channels to avoid

Stock Management

Sync inventory in real-time across all platforms to maintain accuracy.

Real-Time Inventory

Ensure customers always see correct stock levels across every channel.

Inventory Sync

Automatically sync your in product inventory across all channels to avoid

Stock Management

Sync inventory in real-time across all platforms to maintain accuracy.

Real-Time Inventory

Ensure customers always see correct stock levels across every channel.

Integrate 250+ favorite tools

Firms choose AccountGroove because it simplifies the complexity of marketing, sales and billing.

Replace 10+ disconnected tools all-in-one

AccountGroove connects every stage of your client acquisition process.

Smart Forms

Collect client information and route it to the right pipeline.

Calendar & Booking

Schedule calls with automatic reminders and calendar sync.

Calendar & Booking

Price management helps adjust and control pricing

Pipeline Management

Track prospects from discovery call to signed engagement.

Workflow Automations

Automate follow ups, onboarding, and internal tasks.

Workflow Automations

Smart Forecasting uses real-time data and AI to predict

Proposal Builder

Create and send productized proposals with e-signatures.

Automated Billing

Turn accepted proposals into recurring invoices and payments.

How it works

From first lead to paying client

Fully set up and running in only 14 days

Guided onboarding and prebuilt templates designed for accounting firms.

1. Connect Your Firm

Add Salix

2. Activate Workflows

Add to Waiting list

Generate sales report

Import Data

3. Get Paid on Autopilot

No Credit Card Required

Welcome to Salix

Thanks.. for using Salix. Lets jump to make some profit

About Salix

Used in basket weaving, traditional medicine.

Salix Pharmaceuticals

Specializes in gastrointestinal (GI) health products.

Welcome to Salix

Thanks.. for using Salix. Lets jump to make some profit

About Salix

Used in basket weaving, traditional medicine.

Salix Pharmaceuticals

Specializes in gastrointestinal (GI) health products.

Chosen by +2,500 companies

Businesses choose Salix because it simplifies the complexity

"I was juggling HubSpot, Word, and QBO. 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

Director/CEO at Doug Snyder CPA

"I was juggling HubSpot, Word, and QBO. 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."