Accounting
Cone Launches New Proposal and Billing System for Accountants
The platform includes a pricing tool which allows accountants and bookkeepers to price their services based on various service factors like say number of transactions or based on annual revenue.
May. 28, 2024
Cone has launched its new Proposal and Billing Software, which was purpose-built for accountants and bookkeepers. This end-to-end platform offers professional proposals and automates engagement letters, quotes, billing, and payments.
Accountants and bookkeepers often struggle with pricing services consistently and profitably, frequently undercharging clients. The platform includes a pricing tool which allows accountants and bookkeepers to price their services based on various service factors like say number of transactions or based on annual revenue. Also, it offers a sales pipeline capability similar to a CRM and a proposal editor to create impressive proposals like, for example, a bookkeeping service template.
Also, a common cause of stress for accountants and bookkeepers is chasing their clients for payments. Cone’s Proposal Software has the payments feature which allows it to collect payment details on the proposal and automatically charge for recurring services based on the payment details on file. The platform also integrates with your accounting software like QBO, Xero, and payment gateways like Stripe.
Cone offers all these features with unlimited proposals and clients at an affordable price starting from $8 per user/month. This not only saves time but also enhances the profitability and efficiency of accounting and bookkeeping practices.
Key Features:
Proposals
Create compelling, branded proposals, and leverage customizable templates to take your proposals to the next level.
Editor
Deliver your proposal the way you want. Move, edit, or delete sections (like About us, Testimonials, etc.) and customize the proposals.
Sales Pipeline
Never miss acting on a lead. Prioritize, qualify, create proposals, and close more deals.
Quotes
Create detailed quotes without much effort. Increase profitability with clear and consistent pricing and terms.
Contracts
Bring clarity and ensure legal compliance with customizable engagement letters or bring your own templates. Outline terms and expectations to kickstart the engagement.
E-sign
Expedite proposal acceptance with e-sign and ensure smooth experience and faster deal close.
Renewals
Renew expiring proposals now with a click. No more missed revenue due to manual renewals.
Billing
Manage all of your client billing at one place. Save 40+ hours/month.
Auto-invoicing
Create invoices automatically from proposals. No more manual work.
Payments
Supports multiple payment methods like direct debit, credit or debit cards. Charge payment on file automatically and eliminate hassles with collections.
Auto-charging
Charge your clients automatically with payment information on file.
Auto-sync
Sync invoices to your favorite accounting software automatically and save time.