Plans built to hit your firm's goals.

Grab the perfect plan by requesting a demo for your firm to start attracting premium clients and scale recurring revenue.

Monthly

Annual (Save 20%)

*Annual plans include AI pricing and positioning + priority setup scheduling.

Pro+ AI

Save 20%

Scale with AI-assisted marketing, lead handling and expert support.

$798

/month

+ $2,997 Implementation

Pro Plan +

Smart lead magnet

AI lead enrichment (BETA)

AI receptionist & chatbot

AI marketing assistant

AI newsletters, blogs, social posts

Social media automation

Automated nurture & follow-up

MCP connection for AI integrations

Dedicated account manager

Priority Slack support (< 1 hr)

See all features

Pro

Turn leads into premium clients with built-in marketing and sales tools.

Save 20%

$317

/month

+ $497 implementation

Core +

Lead routing & smart follow-ups

Email & SMS campaigns

Marketing & sales funnels

24mo newsletter templates

Social media planner

Multi-calendar scheduler

Accounting service scheduler

Reviews & referral automation

Analytics & business insights

Domain & inbox protection

Priority onboarding (annual)

See all features

SELECTED BY TOP FIRMS

Core

Save 20%

Streamline pipeline visibility, follow-ups, proposals and billing in one system.

$102

/mo

+ $497 implementation

Includes

Unlimited users

Forms + basic follow-ups

Pipeline management

Branded proposals

Reviews & referral automation

Multi-calendar scheduler

Branded proposals

Unlimited e-signatures

Auto billing + payments

Bulk renew + rate increase

Onboarding & resource portal

Same-day email + in-app support

AI pricing & positioning (annual)

See all features

*Annual plans include AI pricing and positioning + priority setup scheduling.

Monthly

Annual (Save 20%)

Pro+ AI

Scale with AI-assisted marketing, lead handling and expert support.

Save 20%

$798

/month

+ $2,997 Implementation

Pro Plan +

Smart lead magnet

AI lead enrichment (BETA)

AI receptionist & chatbot

AI marketing assistant

AI newsletters, blogs, social posts

Social media automation

Automated nurture & follow-up

MCP connection for AI integrations

Dedicated account manager

Priority Slack support (< 1 hr)

See all features

Pro

Save 20%

Turn leads into premium clients with built-in marketing and sales tools.

$317

/month

+ $497 implementation

Core +

Lead routing & smart follow-ups

Email & SMS campaigns

Marketing & sales funnels

24mo newsletter templates

Social media planner

Multi-calendar scheduler

Accounting service scheduler

Reviews & referral automation

Analytics & business insights

Domain & inbox protection

Priority onboarding (annual)

See all features

SELECTED BY TOP FIRMS

Core

Save 20%

Streamline pipeline visibility, follow-ups, proposals and billing in one system.

$102

/mo

+ $497 implementation

Includes

Unlimited users

Forms + basic follow-ups

Pipeline management

Email campaigns

Reviews & referral automation

Multi-calendar scheduler

Branded proposals

Unlimited e-signatures

Auto billing + payments

Bulk renew + rate increase

Onboarding & resource portal

AI pricing & positioning (annual)

Same-day email + in-app support

See all features

Monthly

Annual (Save 20%)

*Annual plans include AI pricing and positioning + priority setup scheduling.

Pro+ AI

Save 20%

Scale with AI-assisted marketing, lead handling and expert support.

$798

/month

+ $2,997 Implementation

Pro Plan +

Smart lead magnet

AI lead enrichment (BETA)

AI receptionist & chatbot

AI marketing assistant

AI newsletters, blogs, social posts

Social media automation

Automated nurture & follow-up

MCP connection for AI integrations

Dedicated account manager

Priority Slack support (< 1 hr)

See all features

Pro

Save 20%

Turn leads into premium clients with built-in marketing and sales tools.

$317

/month

+ $497 implementation

Core +

Lead routing & smart follow-ups

Email & SMS campaigns

Marketing & sales funnels

24mo newsletter templates

Social media planner

Multi-calendar scheduler

Accounting service scheduler

Reviews & referral automation

Analytics & business insights

Domain & inbox protection

Priority onboarding (annual)

See all features

SELECTED BY TOP FIRMS

Core

Save 20%

Streamline pipeline visibility, follow-ups, proposals and billing in one system.

$102

/mo

+ $497 implementation

Includes

Unlimited users

Forms + basic follow-ups

Pipeline management

Email campaigns

Reviews & referral automation

Multi-calendar scheduler

Branded proposals

Unlimited e-signatures

Auto billing + payments

Bulk renew + rate increase

Onboarding & resource portal

AI pricing & positioning (annual)

Same-day email + in-app support

See all features

Proposal + Billing Solution

Need proposal and billing automation?

Schedule a demo to view our standalone proposal and billing solution.

*Annual plans include AI pricing and positioning + priority setup scheduling.

Proposal + Billing Automation

For firms wanting proposal and billing only

$49

/month

Book a demo

See all features

Implementation

Choose your setup level

Every plan includes guided setup. Firms that want faster launch, cleaner migration, or done-for-you implementation can upgrade their setup package.

*All plans require guided setup to ensure your system works from day one.

Done-for-you

Best for firms that want the system built, migrated, tested, and handed off.

$8,097

one time fee

Select plan

System build +

• End-to-end pipeline setup

• Advanced automations + workflows

• Custom segmentation + routing

• Email/SMS + nurture setup

• 8+ working sessions

• Full data migration + transition

• Advanced integrations (Zapier, n8n)

• Final system handoff + training

System build

Best for firms replacing multiple tools or launching a full lead-to-paid system.

$2,997

one time fee

Select plan

Guided setup +

• Custom pipeline structure

• Advanced automations + workflows

• Custom lead routing + follow-ups

• Email/SMS setup

• List cleanup (unsubscribes, bounces, etc)

• 4-6 working sessions

• Basic migration

• Basic integrations (Zapier)

Guided Implementation

Best for firms with a simple pipeline and clean data.

$497

one time fee

Select plan

Includes

• CRM + pipeline setup

• Proposal + billing configuration

• Basic automations

• 1-2 guided sessions

• Light data import support

• Setup support

Growth Services

Accelerate your growth

Once your system is set up, add services to drive more leads and automate inbound.

Paid Ads

Google & social campaigns, managed.

Fill your pipeline on demand

Social DM Automation

Meta & IG automation that books calls.

Turn followers into booked calls

AI Cold Email Campaigns

AI-powered outbound that books meetings.

Book meetings while you sleep

Website & Funnels

High-converting sites for accounting firms.

Convert more visitors into clients

Lead Magnets

Done-for-you systems that attract clients.

Attract ideal-fit prospects

Video Content

Short-form videos that drive leads.

Build trust and authority at scale

Book a call for a quote

Case Studies

Discover how firms grow with AccountGroove.

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

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

Owner, Twofold Financial

2.5x

Revenue in under 1 year

$300K+

Added Revenue in 1 year

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

Statego Intel Consulting

$6,900

Avg. monthly contract

Contract value increase

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

CPA

<24 hrs

Lead-to-Paid

Tools replaced

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

1610 Bookkeeping and Consulting

3.6x

Monthly revenue increase

8+ hrs

Saved weekly on proposals

Trusted by hundreds of accounting firm owners

FAQs

Frequently Asked Questions

Get answers to common questions here

What is AccountGroove and how does it help accounting firms grow?

AccountGroove is an all-in-one lead-to-paid platform built specifically for accounting firms. It combines lead capture, AI-powered nurturing, proposals with smart pricing, and automated billing into one system — so firms can attract premium clients, close higher-fee engagements, and get paid faster without juggling multiple tools.

How quickly can my accounting firm get started with AccountGroove?

Does AccountGroove replace my CRM, proposal software, and billing tools?

What size accounting firm is AccountGroove built for?

What is AccountGroove and how does it help accounting firms grow?

How quickly can my accounting firm get started with AccountGroove?

Does AccountGroove replace my CRM, proposal software, and billing tools?

What size accounting firm is AccountGroove built for?

Compare Plans

Monthly

Annual

*Annual plans include AI pricing and positioning + priority setup scheduling.

Pro+ AI

Admin-free, closed-loop pipeline with AI-powered marketing.

$798

/month

+ $2,997 implementation

Save 20%

Pro

Replace 10+ tools for one system, converting better clients.

$317

/month

+ $497 implementation

Save 20%

Core

Turn leads into signed, paid clients without manual admin.

$102

/month

Optional implementation

Save 20%

Account

Pipeline

Smart Forms & Surveys

Workflow Automations

Marketing Campaigns

AI Marketing Engine

Referrals & Reviews

Calendar

Accounting Service Scheduler

Proposals

Engagement Letters

Billing & invoicing

Payments

Integrations

Customer Success

Monthly

Annual

*Annual plans include AI pricing and positioning + priority setup scheduling.

Pro+ AI

Admin-free, closed-loop pipeline with AI-powered marketing.

$798

/month

+ $2,997 implementation

Save 20%

Pro

Replace 10+ tools for one system, converting better clients.

$317

/month

+ $497 implementation

Save 20%

Core

For firms ready to win higher-value clients.

$102

/month

Optional implementation

Save 20%

Account

Pipeline

Smart Forms & Surveys

Workflow Automations

Marketing Campaigns

AI Marketing Engine

Referrals & Reviews

Calendar

Accounting Service Scheduler

Proposals

Engagement Letters

Billing & invoicing

Payments

Integrations

Customer Success

Get ahead with AI lead-to-paid automation.

Start taking steps to reach your firm's goals today.

See how it works

Get ahead with AI lead-to-paid automation.

Start taking steps to reach your firm's goals today.

See how it works

Get ahead with AI lead-to-paid automation.

Start taking steps to reach your firm's goals today.

See how it works