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Support plans & Pricing

Your firm's personalized plan to succes.

Receive done-for-you, personalized support to build a system around your firm’s unique growth goals, led by your dedicated account manager.

most popular options

What top firms choose at each stage of growth.

Built from real firm data and proven growth paths used by firms like yours.

implementation options

Decide how quickly your firm grows.

All options install the AccountGroove revenue system.
The difference is how customized and how much of the work we take off your plate.

Scaled
Onboarding

Implementation
Team-wide client acquisition system, fully built.
What You Get
Eight 1-hour working sessions
Company-wide setup & advanced automations
Identify & fix current lead-to-paid bottlenecks
Custom marketing email domain
Advanced ongoing email spam prevention
Best for scaling firms wanting to embed the system firm-wide.
$8,499
If your team isn’t confident using the system, we support until fully adopted.

Enhanced Onboarding

Implementation
Custom setup designed to niche & firm's goals.
What You Get
Five 1-hour working sessions
Custom structure & automations setup
High-converting proposal templates customized
Custom marketing email domain
Essential email spam prevention setup
Best for firms planning to grow & wanting fewer rebuilds later.
$1,999
If your system doesn’t fit your niche or growth goals, we revise it until it does.

Self-Guided Onboarding

Implementation
Self-guided CRM, proposals & billing setup.
What You Get
Two 1-hour guided working sessions
Self-guided onboarding & resource portal
Self-guided CRM, proposal, billing & client setup 
Custom marketing email domain
Essential email spam prevention setup
Best for self-starter firms confident executing the setup with structured guidance & resources.
$497
Guaranteed install & live within 14 days or we add one free guided session.

Training options

Make sure your team actually uses the system.

Training ensures AccountGroove is adopted consistently across your firm.

Firm-Wide Training

Trainings
Team training to ensure proper system use.
What You Get
One 2-hour firm-wide training session
CRM, proposal & billing walkthroughs
Firm-specific workflow scenarios
Adoption best practices
Best for firms rolling AccountGroove out beyond the founder.
$499
If your team isn’t confident using the system, we provide additional guidance in a follow-up session.

ongoing plans

Keep performance improving as you grow.

These plans protect and improve system performance over time.

Annual Success Plan

Ongoing Plans
Ongoing optimization so your revenue system improves as your firm grows.
What You Get
Ongoing system monitoring
CRM & pipeline optimization
Proposal conversion review
Billing efficiency improvements
Chosen by firms that want confidence their system & workflows stays effective.
$999 / year
If you don’t see improvements, we continue optimizing at no additional cost.

Workflow Optimization

Ongoing Plans
Short, focused yearly sprint to remove friction & speed up deal flow.
What You Get
3 focused 1:1 sessions with firm founder & team
CRM pipeline refinement
Proposal & billing automation tuning
Performance improvements
Most firms choose this package who are experiencing friction as they grow or slowdowns.
$749 / year
If your firm's workflows aren’t cleaner & converting, we continue refining them.

Executive Firm Review

Ongoing Plans
High-level review to identify what’s working, stalling, and worth fixing.
What You Get
1 focused 1:1 session with firm founder
CRM & Proposal performance analysis
Workflow recommendations
Clear action plan
Best for firm founders who want clarity before making yearly changes.
$499 / year
If you don’t leave with clear next steps, we schedule a follow-up.

Marketing & AI support

Attract better leads that don't waste your time.

These services create qualified demand that flows directly into your AccountGroove systems.

Lead Magnet System

Marketing
Attract & pre-qualify leads before they book.
What You Get
1 high-converting lead magnet, built & positioned
1 smart form for automatic qalification & intake
Automated follow-ups positioned to your niche
CRM integration
Best for firms that want a full calendar booked with warmer, better-qualified leads.
$1,000
If the lead magnet & automatic funnel isn’t live, we keep working until it is.

High-Converting Website Build

Marketing
Niche-specific site that converts ideal leads.
What You Get
Niche-focused positioning
Clear offers & CTAs
Conversion-focused layout
Direct AccountGroove integration
Best for firms wanting to upgrade their website to convert ideal leads automatically.
$3,000
If your website isn't live and integrated, we continue building until it is.

Authority Engine Optimization

Marketing
Structure your expertise for trusted AI visibility.
What You Get
Authority signal structuring
AI-friendly content frameworks
Platform alignment
Trust & visibility foundation
Best for firms who want AI-driven discovery and trust by clients in their niche.
$1,200
If the authority framework isn’t implemented, we keep working until your firm is recognized.

Ongoing AEO & Content Engine

Marketing
Build ongoing authority compounding over time.
What You Get
Continuous authority optimization
Content prompt refinement
Visibility monitoring
Strategy adjustments
Best for firms investing in long-term visibility & on the cutting edge in building trust.
$600 / month
If progress stalls, we adjust until momentum returns.

SEO Foundation & Optimization

Marketing
Build search visibility that attracts ideal leads.
What You Get
Keyword & intent mapping
On-page optimization
Technical SEO baseline
Search visibility improvements
Best for firms who want to build long-term inbound traffic to attract the best-fit clients.
$1,500
If the foundation isn’t in place, we continue until it is.

Ads Revenue System

Marketing
Convert paid traffic into qualified leads.
What You Get
Funnel & routing logic
Lead qualification & scoring
CRM attribution & tracking
Conversion optimization
Best for firms with strong organic marketing ready to scale with paid ads.
$2,000
If the funnel isn’t fully connected, we keep working until it is.

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

"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

features & pricing breakdown

Select the plan to achieve your firm's growth goals:

Scale
End-to-end profit optimization & automation for established firms ready to scale.
$550 / month
Request Demo →
Grow
Advanced automation for firms ready to convert ideal leads into premium deals.
$270 / month
Request Demo →
Core
Essential lead tracking and proposal to billing automation for the self-starter firm.
$220 / month
Request Demo →
Clients
Active & non-active clients with signed proposals
Unlimited
Unlimited
Unlimited
Team
Active user accounts
Unlimited
Up to 5
Up to 2
Pipeline
Capture leads & manage sales pipelines
Unlimited
Unlimited
1
Customizable lead stages to your firm's deal flow
Lead-to-paid automation with proposals linked to opportunities
Premium lead scoring that filters your leads for you
Marketing Campaigns & Newsletters
Email marketing campaigns
Unlimited
Unlimited
Dedicated marketing email subdomain to protect business email
Warm-up marketing email subdomain for realiable inbox delivery
Ongoing
1 Month
Newsletter campaign templates (pre-populated)
24 months
12 months
Social media planner with automated posting
2-way SMS marketing campaigns
Setup 2-way SMS marketing compliance
Done-for-You
Guided
Marketing list clean up (Unsubscribe, bounced, spam management)
Stale lead follow up email templates (not opening emails)
Online Forms
Create & send branded custom online forms
Smart form templates (contact, lead magnet, pricing calculator, etc)
Unlimited
Up to 5
1
Embed online forms into calendar
Online form automation templates
Calendar
Calendar & scheduling automation
Customize your booking link
Control your meeting availability
Connect to Zoom or Google Meet
Automate meeting reminder templates
'No show' follow up automated email templates
Automated call follow up email templates
Proposals
Branded smart proposals for desktop & mobile
Unlimited
Unlimited
Unlimited
E-signatures
Unlimited
Unlimited
Unlimited
Multiple e-signatures per proposal (coming soon)
Up to 2
Up to 2
1
Proposal templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Service templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Custom-configured proposals with intelligent pricing, value framing & niche-specific positioning (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Proposal reviews and approvals with account expert
Proposal tier packages (up to 3)
Automatic payment details collection at e-signing proposal
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Adjust pricing to signed proposal
Proposal status tracking system
Extend services to existing proposal (ad-hock invoicing)
Proposal renewals
Bulk
Bulk
Bulk
Adjust renewal pricing in bulk
Ongoing proposals
Personalized videos (Loom, YouTube or Vimeo)
Proposal & Service Templates
Industry standard proposal & service templates (pre-populated)
Top-converting industry templates (pre-populated)
Custom proposal templates (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Industry standard engagement terms template (pre-populated)
Engagement letters
Automate signing of engagement letter and terms
Industry standard engagement terms template (pre-populated)
Customize engagement terms
Billing & invoicing
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Automated and manual billing
Automatic invoice creation
Automatic payment collection
Your business name appears on client bank statements
Invoice tracking categories
Invoice line item descriptions
Instant bill for out of scope work (ad-hoc invoicing)
1:1 support for rejected payments & recovery
Expert Support
Expert Support
Self-Service
1:1 expert Stripe account optimization & ongoing support
Payments
Adjust payment options per client
Automatic payment details collection at e-signing proposal
Automatic payment collection
Full ownership of your Stripe account and client payments
Credit Card processing fees
2.9% + $0.30
2.9% + $0.30
2.9% + $0.30
ACH processing fees
0.8% ($5.00 max)
0.8% ($5.00 max)
0.8% ($5.00 max)
Automate passing ACH processing fees to client
Automate passing Credit Card processing fees to client
Credit Card payouts speed (business days)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
ACH payouts speed (business days)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Referral & Reviews
Referral tracking & request automation
Google reviews automation
Integrations
QuickBooks Online
Zapier
Zapier with setup & management
Annual Plans Only
Reporting & Analytics
Real-time business insights dashboard of leads, pipeline & clients
Pipeline, proposal performance & conversion reporting
Tracking top-performing referral partners, channels & campaigns
Average time to close & sales cycle length analysis
Revenue forecasting based on active opportunities
Customer Success
1:1 tailored onboarding portal & setup support with success expert
Custom proposal template (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Hands-free migration support (import contracts, terms, clients)
Expert Team Support + Templates + Upsell Strategies
Expert Team Support
Self-Service Directions
Educational live webinars with experts (pricing, marketing, sales, AI)
1:1 dedicated account management via Slack & email
Email and in-app support
< 1 Hr. Response
< 3 Hr. Response
Same-Day Response
1:1 account management call to review pipeline & proposals (proposal creation powered by success metrics, discovery calls, proposal calls, email scripts to land quality clients)
Monthly
Quarterly
Chargeback dispute support
Dashboard + Expert Support
Dashboard + Expert Support
Self-Service Dashboard
Onboarding portal with help docs & videos
AI sales tools
Schedule a call for a quote.
AI generated content in your unique brand voice
Add-on
Add-on
Add-on
Automate posting to your preferred social platforms
Add-on
Add-on
Add-on
Automate content creation and scheduling
Add-on
Add-on
Add-on
Scale
End-to-end profit optimization & automation for established firms ready to scale.
$497 / month
Save 17% billed annually
Request Demo →
Grow
Advanced automation for firms ready to convert ideal leads into premium deals.
$247 / month
Save 17% billed annually
Request Demo →
Core
Essential lead tracking and proposal to billing automation for the self-starter firm.
$197 / month
Save 15% billed annually
Request Demo →
Clients
Active & non-active clients with signed proposals
Unlimited
Unlimited
Unlimited
Team
Active user accounts
Unlimited
Up to 5
Up to 2
Pipeline
Capture leads & manage sales pipelines
Unlimited
Unlimited
1
Customizable lead stages to your firm's deal flow
Lead-to-paid automation with proposals linked to opportunities
Premium lead scoring that filters your leads for you
Marketing Campaigns & Newsletters
Email marketing campaigns
Unlimited
Unlimited
Dedicated marketing email subdomain to protect business email
Warm-up marketing email subdomain for realiable inbox delivery
Ongoing
1 Month
Newsletter campaign templates (pre-populated)
24 months
12 months
Social media planner with automated posting
2-way SMS marketing campaigns
Setup 2-way SMS marketing compliance
Done-for-You
Guided
Marketing list clean up (Unsubscribe, bounced, spam management)
Stale lead follow up email templates (not opening emails)
Online Forms
Create & send branded custom online forms
Smart form templates (contact, lead magnet, pricing calculator, etc)
Unlimited
Up to 5
1
Embed online forms into calendar
Online form automation templates
Calendar
Calendar & scheduling automation
Customize your booking link
Control your meeting availability
Connect to Zoom or Google Meet
Automate meeting reminder templates
'No show' follow up automated email templates
Automated call follow up email templates
Proposals
Branded smart proposals for desktop & mobile
Unlimited
Unlimited
Unlimited
E-signatures
Unlimited
Unlimited
Unlimited
Multiple e-signatures per proposal (coming soon)
Up to 2
Up to 2
1
Proposal templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Service templates (pre-populated)
Top-Performing
Top-Performing
Industry Standard
Custom-configured proposals with intelligent pricing, value framing & niche-specific positioning (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Proposal reviews and approvals with account expert
Proposal tier packages (up to 3)
Automatic payment details collection at e-signing proposal
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Adjust pricing to signed proposal
Proposal status tracking system
Extend services to existing proposal (ad-hock invoicing)
Proposal renewals
Bulk
Bulk
Bulk
Adjust renewal pricing in bulk
Ongoing proposals
Personalized videos (Loom, YouTube or Vimeo)
Proposal & Service Templates
Industry standard proposal & service templates (pre-populated)
Top-converting industry templates (pre-populated)
Custom proposal templates (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Industry standard engagement terms template (pre-populated)
Engagement letters
Automate signing of engagement letter and terms
Industry standard engagement terms template (pre-populated)
Customize engagement terms
Billing & invoicing
Flexible billing (recurring, one-time, deposits, hourly, monthly, etc.)
Automated and manual billing
Automatic invoice creation
Automatic payment collection
Your business name appears on client bank statements
Invoice tracking categories
Invoice line item descriptions
Instant bill for out of scope work (ad-hoc invoicing)
1:1 support for rejected payments & recovery
Expert Support
Expert Support
Self-Service
1:1 expert Stripe account optimization & ongoing support
Payments
Adjust payment options per client
Automatic payment details collection at e-signing proposal
Automatic payment collection
Full ownership of your Stripe account and client payments
Credit Card processing fees
2.9% + $0.30
2.9% + $0.30
2.9% + $0.30
ACH processing fees
0.8% ($5.00 max)
0.8% ($5.00 max)
0.8% ($5.00 max)
Automate passing ACH processing fees to client
Automate passing Credit Card processing fees to client
Credit Card payouts speed (business days)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
ACH payouts speed (business days)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Accelerated 2-Days
(after bank clears)
Referral & Reviews
Referral tracking & request automation
Google reviews automation
Integrations
QuickBooks Online
Zapier
Zapier with setup & management
Annual Plans Only
Reporting & Analytics
Real-time business insights dashboard of leads, pipeline & clients
Pipeline, proposal performance & conversion reporting
Tracking top-performing referral partners, channels & campaigns
Average time to close & sales cycle length analysis
Revenue forecasting based on active opportunities
Customer Success
1:1 tailored onboarding portal & setup support with success expert
Custom proposal template (guided by account manager for Grow & Scale plans only)
Up to 3
(annual plans only)
Up to 2
(annual plans only)
1
(annual plans only)
Hands-free migration support (import contracts, terms, clients)
Expert Team Support + Templates + Upsell Strategies
Expert Team Support
Self-Service Directions
Educational live webinars with experts (pricing, marketing, sales, AI)
1:1 dedicated account management via Slack & email
Email and in-app support
< 1 Hr. Response
< 3 Hr. Response
Same-Day Response
1:1 account management call to review pipeline & proposals (proposal creation powered by success metrics, discovery calls, proposal calls, email scripts to land quality clients)
Monthly
Quarterly
Chargeback dispute support
Dashboard + Expert Support
Dashboard + Expert Support
Self-Service Dashboard
Onboarding portal with help docs & videos
AI sales tools
Schedule a call for a quote.
AI generated content in your unique brand voice
Add-on
Add-on
Add-on
Automate posting to your preferred social platforms
Add-on
Add-on
Add-on
Automate content creation and scheduling
Add-on
Add-on
Add-on

Frequently Asked Questions

Is there an education discount?

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Can I add seats to Starter?

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When does the beta end?

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Do you have more questions?
Get in touch →

Our users' wins say it all.

"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

Trusted by businesses like yours.

5/5 on Capterra
5/5 on SA