A merchant account built for bookkeeping firms

A dedicated merchant account underwritten for your bookkeeping firm, with pricing you can read and a person to call. Simple B2B pricing.
Talk to an accounting firm payments specialistAll bookkeeping services solutions
Free 30-minute consultation. Review your setup, compare options and leave with clear next steps.

Payment solutions for bookkeeping services

How each solution supports bookkeeping services

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For bookkeeping services: Send itemized invoices for accounting engagements and preparation fees and track deposits, due dates and outstanding balances. Square Invoices sends unlimited invoices, estimates and contracts by email, text or link, with automatic reminders and cards or bank accounts on file. Recurring monthly invoices with card or bank account on file. Roots sets up your templates, schedules and accounting sync.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Recurring Billing

For bookkeeping services: Schedule and manage payments for bookkeeping retainers and recurring advisory fees, including renewals and customer account balances. Automate recurring card and ACH charges for memberships, retainers and payment plans. Automatic monthly billing with card updater.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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ACH Payments

For bookkeeping services: Offer bank-account payments for accounting engagements and preparation fees, with authorization and invoice matching built into the workflow. ACH moves money directly between bank accounts, usually for far less than cards on large payments. ACH for monthly retainers.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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Transfer initiated

$2,500.00 · ref ACH-7731

Merchant Account

For bookkeeping services: Arrange a processing account for accounting engagements and preparation fees, with checkout methods matched to how customers pay. A dedicated merchant account underwritten for your bookkeeping firm, with pricing you can read and a person to call. Simple B2B pricing.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections

Level 2/3 Processing

For bookkeeping services: Include purchase-order references and itemized invoice data for business-card purchases of accounting engagements and preparation fees. When your clients pay with corporate or purchasing cards, sending Level 2 and Level 3 data can qualify those payments for lower interchange. Lower costs on business-card payments.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
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Merchant Account questions

Questions accounting firm firms ask about billing and payments.
It enables your business to accept card payments through a processing partner. Roots helps compare the options, prepare the application and configure your checkout.
Yes. A free review covers processing charges, payment channels and equipment so you can decide which changes make sense.
Bring your processing statements, payment channels and checkout equipment. Roots uses these details to plan the workflow for bookkeeping services and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

Ready to talk it through?

Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Talk to an accounting firm payments specialistAll bookkeeping services solutions