Cone (YC S22)

Only < 40% of accounting/bookkeeping firms are using technology in their workflows. If you are one of the 60%, here’s an example of an accounting workflow you can get started with: 📝 Professional Proposals You don’t need a team of highly experienced designers to make your proposals look polished. Use a proposal software like Cone to create impressive proposals. 💲 Pricing You don't have to come up with pricing every time. Automate your pricing process to save time and increase profitability. 🧾 Invoicing You don't have to spend your valuable time on manually creating invoices. 💳 Payments No more chasing clients for payment information and collecting payments. This workflow is the first and one of the most important workflows for a successful client engagement. PS: At Cone (YC S22), we partner with accounting and bookkeeping firms to help them achieve a seamless proposal to payment workflow. Visit us at: https://bit.ly/3MlYciE to see how Cone can help your firm.

User experience does not matter for accountants and bookkeepers. That's far from reality and is not true for the vast majority. Accountants and bookkeepers demand simplicity. They seek tools that are intuitive, not just feature-rich. User experience is CRUCIAL for accountants and bookkeepers! Don't believe me? Try out, Cone (YC S22) Proposal and Billing Software purpose built for accountants and bookkeepers to see how an intuitive interface can make the difference. Learn more: https://shorturl.at/pNxS6

5 reasons to automate your proposal to the payment process: 1️⃣ No missed invoices Ensures every invoice is sent without fail. 2️⃣ No more manual errors No typos, missed charges or embarrassing screw-ups. 3️⃣ Faster proposal creation Create proposals in seconds and close deals faster. 4️⃣ Consolidate client billing Centralise all of the client billing in a single place. 5️⃣ Scales with your business Handle increasing volume of proposals and invoices with ease. Send your proposal, Auto-invoice services, Auto-charge your client, ..all of this without sweat! PS: At Cone (YC S22), we partner with accounting and bookkeeping firms to help them achieve seamless proposal-to-payment workflow. Want to learn more? Visit us at: https://shorturl.at/pNxS6 to see how Cone can help your firm. #ProposalSoftware #Accounting #Bookkeeping

Out-of-scope work = Free work That’s not how it should be. This hit home for me recently during a conversation with an accountant. Digging deeper, I discovered two big reasons why scope creep happens: 1. Fear of losing the client. 2. Insufficient scoping that wasn’t factored into the price. When I demonstrated how Cone (YC S22) Proposal and Billing product can help, her relief was evident. I showed her how it allows for detailed pricing factors (such as number of transactions, reconciliation frequency or clean-up efforts, e.g., for a bookkeeping service) which can be discussed upfront in discovery calls and priced accordingly. This clarity: Defines the work included for the price. Facilitates easy conversation for price increases for any scope changes. For accounting and bookkeeping firms looking to avoid scope creep: -> Invest time in getting pricing right. Consider products like Cone, which has an in-built pricing engine and proposal capabilities. -> Maintain transparent communication. -> Clearly outline scope and pricing in proposals or engagement letters. NO more "free" work!

How often do you review your app stack? I have seen some recently great posts from Lara Manton MICB and Johann Goree showcasing their app stack and it got me thinking....do we actually take enough time out to make sure our software is doing what we want it to do? Do you regularly review yours? I have recently been reviewing mine, and really excited to be adding the following to my app stack : Cone (YC S22) - This is a proposal system and much more. It will allow me to bespoke my proposals for all future prospective bookkeeping clients along with enabling me to reprice existing clients. And great to set up! Jenesys AI - As Nicolai Thomson says, this will only enhance my bookkeeper superhero powers! I tend to agree! This software has blown my mind! I can not wait to introduce Jack AI into my business. Which software are you really looking forward to introducing to your business? Why not take a look at the two I've highlighted? #bemoremaverick #bookkeeper #solepractitioner #superhero #techchoices

"They were left with an Excel sheet, signing software, and a lot of manual work." But, not anymore! For accounting and bookkeeping firms looking to automate proposals, billing and payments - Cone (YC S22) can help. Check out Tom Herbert coverage from AccountingWEB.co.uk on Cone Proposal Software and how it can benefit accounting and bookkeeping firms. Thanks, Tom, for covering Cone! Article link: https://lnkd.in/gwdsftpZ Learn more about us here: https://shorturl.at/pNxS6 Bharath Kumar Reddy Mohammad Owaiz Shaik Raja Balachandran

Say no to proposals, engagement letters, and client billing overwhelm in your accounting practice! Last year, Jason Dalton - Founder of Safe Hands - Refreshingly Human Business Support and an early believer of Cone, needed a better way to: 👉 Create impressive proposals and engagement letters 👉 Automate invoicing He discovered Cone, a proposal and billing software tailored for accountants. With Cone, Jason was able to: → Draft professional proposals and engagement letters quickly and easily → Impress prospects and improve close rate → Automate invoicing, saving time and reducing errors Jason in his own words: "Cone is a user-friendly solution to raise proposals and draft engagement letters, with integration to accounting software and payments. Also, the support has been speedy and responsive." P.S.: Cone (YC S22) enables you to create compelling, branded proposals tailored to your clients using a flexible editor. Plus, it allows you to automate billing and payments in a single flow. All this for just $11 or £9 per user/month. No limits on clients or proposals. Ready to learn more? Visit us at: https://shorturl.at/pNxS6 #ProposalSoftware #Accounting #Bookkeeping

5 Signs It might be time to change your Proposal Software: 1️⃣ Feature updates are not frequent: Regular updates are critical to keep up with the changing needs in today's fast-paced technology landscape. 2️⃣ Support is slow or unresponsive: Fast and friendly customer support is as important as software, if not more. It’s important to have responsive support. 3️⃣ Interface is complex to understand: Confusing menus and buttons can slow your proposal process. Your software should be intuitive and easy to use. 4️⃣ Lack of integration with core workflows: Your software should seamlessly integrate with your accounting software and payment gateways, keeping you in your natural flow of work. 5️⃣ You're not seeing the ROI: If it feels like you’re spending more on your software than the benefits it provides or find it expensive, it might be time to consider the alternatives. PS: Cone (YC S22) enables you to create compelling, branded proposals tailored to your clients using a flexible editor. Plus, it allows you to automate billing and payments in a single flow. All this for just $11 or £9 per user/month. No limits on clients or proposals. Ready to learn more? Visit us at: https://shorturl.at/pNxS6 #ProposalSoftware #Accounting #Bookkeeping

7 Actionable steps to professionally end a client relationship in < 2 Minutes Wondering how to end a client relationship professionally and communicate your decision effectively? Swipe through our carousel for 7 actionable steps you can follow 👇 PS: Have you ever had to fire a client? Share your reasons in the comments! PPS: At Cone (YC S22), we partner with accounting and bookkeeping firms to help them achieve seamless proposal to payment workflows. Want to learn more? Visit us at https://shorturl.at/pNxS6 to see how Cone can help your firm. #Accounting #Bookkeeping #ProposalSoftware

7 Actionable steps to professionally end a client relationship in < 2 Minutes Wondering how to end a client relationship professionally and communicate your decision effectively? Swipe through our carousel for 7 actionable steps you can follow 👇 PS: Have you ever had to fire a client? Share your reasons in the comments! PPS: At Cone (YC S22), we partner with accounting and bookkeeping firms to help them achieve seamless proposal to payment workflows. Want to learn more? Visit us at https://shorturl.at/pNxS6 to see how Cone can help your firm. #Accounting #Bookkeeping #ProposalSoftware