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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.

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."

accountgroove For Professional services

Sell services smarter: ditch undervaluing your services & collect payment upfront.

Underpriced work dragging you down? Sell your value with proven pricing strategies, automate payments, and stop funding your clients' operations.
Proposals

Impress leads & convert them into clients, effortlessly.

  • Draft, share, and revise proposals in one place, no PDFs or back and forth emails required.
  • Design and send proposals from a single, intuitive dashboard that enables flexible billing, e-signatures and taking payment details upfront.
tiers & packages

Upsell & maximize revenue with 3-tiered proposals.

  • Create tiered proposals with packages that highlight your value and solve client pains.
  • Let clients self-select the service level that fits their goals, making premium service upsells seamless without the awkward sales call.
Proposal Templates

Reduce workload by 10x with templates

  • Empower your team to send polished, consistent proposals in minutes.
  • Pre-built templates eliminate guesswork and pricing delays.
Automated invoicing & payments

Accelerate cash flow with instant invoice payments.

  • Auto-collect payment details before client signs engagement terms, accelerating cash flow and ensure out of scope work always gets paid.
  • Auto-generate invoices and collect payments the moment a proposal is signed—goodbye manual steps, hello automation.
Payment processing fees

Auto-pass processing fees to clients, so your growth is never taxed.

  • Automatically include processing fees in every proposal—no manual calculations or awkward fee conversations.
  • Clients cover the cost, so your revenue stays intact and your growth remains untaxed.
Cash flow insights

Gain clarity around your cash flow.

  • See when proposals are viewed, signed and paid, all in one place.
  • Make smarter decisions with real-time visibility into your pipeline, payments, and deposits.

features

AccountGroove provides end-to-end support for your business.

We streamline your entire workflow—from lead generation to payment collection.
Proposals
Designed to sell through, easy to digest, accessible on any device.
Templates
Create templates to expedite proposal creation while reducing errors and syncing sales across your team.
Packages
Empower buyer decision-making, by combining recurring and one-time services while boosting revenue.
E-Signature
Manage clients and e-signatures with flexible agreements that adapt to scope of work, terms, and pricing.
Invoicing
Covers every billing scenario whether automated or manual, fixed, hourly, recurring, or one-time payments.
Client Payments
Enable seamless payment processing via ACH or credit card directly within client proposals.
Business Dashboard
Track your firm's cash flow and gain transparency into the status of proposals, invoices, and payouts.
Client Management
Prioritize your clients, take notes, and build stronger customer relationships.
Team Management
Manage your team members and sync high standards across your organization.
Reminders
Automate client reminders via email for pending proposals that require payment and acceptance.
Zapier Integration
Integrate AccountGroove with your tech stack to automate your workflow and stay in the Groove!
QBO Integration
Reconcile invoices in real-time with ease preventing double data entry. *coming soon

“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

Our users' wins say it all.

"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

"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 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

Accelerate cash flow and maximize revenue!

"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

FAQs

Learn how AccountGroove will supercharge your business
What is AccountGroove?
AccountGroove is an automated sales to billing solution that replaces fragmented engagement and invoice workflows. With smart proposals enter your client details, a service offering, and terms for your engagement, and in a matter of minutes you can send professional proposals that sell through with ease! Once you send the proposal we’ll automate the rest of the billing process making sure you focus on driving revenue and not billing admin.
How is AccountGroove different than other proposal platforms?
For a comprehensive view of how we differentiate from other proposal-to-billing platforms, view our competitor analysis.
My clients are on another platform, how can I migrate?
We've created a simple tool to upload and manage your clients coming from any platform. Download our Excel template, add your client details and upload. Within 5 minutes, you'll be up to speed getting your clients on the next billing cycle. Need help? Our team is always happy to support, schedule a one-on-one meeting with us!
Who is AccountGroove created for?
Small to medium professional service providers including accounting, legal, coaching, marketing, and IT support offering flexible billing options, including one-time services and recurring subscriptions. Clients can choose one-off services for specific needs or ongoing subscriptions for continuous support, allowing them to tailor engagements based on requirements and budgets.
How secure is AccountGroove?
We utilize the same security standards and protocols as financial institutions. Payments are processed securely through Stripe which deploys the highest PCI compliance certification level available in the payments industry. With best-in-class security tools, AccountGroove ensures utmost safety on our website and does not store any client or customer card or bank details. To learn more, explore AccountGroove's Security Standards.
How can I connect my current apps using Zapier?
To connect your workflow applications to AccountGroove through Zapier, just visit Zapier.com and search for AccountGroove. Our automation specialists are ready to assist you—just reach out to support@accountgroove.com!
Does AccountGroove offer live support?
We are available around the clock on Pacific Standard Time (PST) at support@accountgroove.com. We are always happy to help!

Trusted by businesses like yours.

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