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Cone Ascent

Explore our blog for tips, tools, and strategies to help your business soar.

Unlocking the Value of Advisory Services in Modern Accounting

At the heart of accounting advisory lies a deep understanding of the unique challenges and opportunities that modern businesses face. Armed with this knowledge, advisory experts delve into the complexities of financial landscapes, uncovering hidden potential and illuminating pathways to success. But, is this the right path for your firm?
Law firms

Staying Ahead of the Curve: Comprehensive Marketing Strategies for Law Firms That Deliver Results

Let's take an immersive deep dive into the realm of law firm marketing, revealing the trailblazing strategies that can help you gain an unbeatable edge in 2023.

Powering Up Your Accounting Practice with Digital Marketing

In this post, we're setting out on a digital adventure together, exploring how you can craft and implement easily actionable, tailor-made digital marketing strategies to make your accounting firm shine online without spending exorbitantly on advertising.

The Importance of Trust Accounting: An Essential Guide

Let’s explore trust accounting in today's dynamic business environment. Go into the specifics of trust accounting, examining the roles and responsibilities of a trustee, the different types of trust accounts, and the legal landscape governing them.
Productivity apps

Boost Efficiency and Billable Hours: The Ultimate Guide to Productivity Software for Law Firms

In this article, we will share some of the top productivity software tools for law firms and provide tips on choosing the right ones for your business.
Business Finance

Understanding CAF Numbers: The Comprehensive Guide Every Business Owner Needs

As a business owner or accountant, the myriad of industry-specific identifiers can seem overwhelming. One identifier that often raises questions is the CAF number. Buckle up as we embark on a detailed journey of CAF numbers, revealing what they are, how to obtain them, and their significance for your business operations.

Take Your Accounting Career to New Heights with 10 Essential Soft Skills

Accounting, a field renowned for its meticulousness and precision, offers many career opportunities. However, developing technical prowess is only half of the equation to excel in your accounting career truly. The other half is cultivating your soft skills, which are indispensable to professional success.
Practice Management Software

What is Practice Management Software, Benefits & Why Cone is THE Solution for Accountants

Welcome to the future of accounting with practice management software—where running your firm becomes as simple as abracadabra.
Business Finance

Transforming Your Accounting Practice With Client Accounting Services (CAS): Everything You Need to Know

Client Accounting Services (CAS) has gained significant traction in recent years. This comprehensive guide aims to deeply understand CAS and its potential to transform your accounting practice. We will explore what CAS entails, its benefits, and how to effectively implement it to enhance the client experience and drive profitability.
Business Finance

Unraveling SOX: A Comprehensive Guide to Compliance and Best Practices

This blog post explores the key provisions of SOX, the benefits of compliance, and the future outlook, including the potential impact of technology and proposed amendments to the Act. By understanding SOX, businesses can ensure better compliance, improve transparency, and foster an environment of increased investor confidence.
Business Finance

Decoding IRS Form 941: A Comprehensive Guide for Businesses to Ensure Accurate Payroll Tax Reporting

This blog explains the intricacies of Form 941, from understanding its purpose to navigating the various sections you need to know as a business owner. We aim to equip you with the knowledge and insights necessary to complete Form 941 accurately and confidently.

The Best Guide On How to Handle Unpaid Invoices

Read this guide for practical tips and strategies to handle unpaid invoices effectively. Designed for business owners and accountants, we aim to offer actionable insights that should be implemented to streamline the management of unpaid invoices.
Business Finance

8 Steps Internal Auditors and Accountants Should Follow When Implementing SOX Compliance

In this blog, we will cover the eight critical steps you need to follow to understand and navigate SOC compliance complexities and prepare SOX compliance reports.

Understanding the W9 Form: A Comprehensive Guide

"Taxation" - just the word can send shivers down your spine. But amidst the confusing jargon and intimidating forms, there's one beacon of clarity - the "W9 Form". If you’re an independent contractor, freelancer, or small business owner, you’ll definitely want to cozy up to this crucial tax document. So, let's unravel the W9 Form and make it your tax-season ally.
Proposal software

Create and Send Professional Quotes for Free- the Cone Proposal-to-Payment Advantage

A quote isn't just a document detailing costs, but rather a powerful tool that can make or break a potential deal. By implementing the right quotation software, such as Cone Proposal-to-Payment, you can streamline your processes and leave a lasting impression on your clients. Here's a deep dive into how you can create and send professional quotations in seconds.

The Power of Proposal and Invoicing Software for Accounting Firms

Traditional proposal creation and invoicing methods in accounting often involve manual tasks, leading to inefficiencies and increased error risks. The answer?? Proposal and Invoicing Software. In this blog, we will explore the benefits of proposal and invoicing software for accountants, highlighting how it enables them to optimize their workflows and enhance client satisfaction.
Proposal software

Top 10 Quotes Software for Small Businesses: Streamline Your Operations

Small businesses need efficient and streamlined processes to stay competitive. One critical area that often requires improvement is the quoting and estimating process. We have compiled a list of the top 10 quotes for software solutions that can streamline the quoting process, save time, and boost productivity.
Proposal software

Choosing the Right Proposal Software: A Game-Changer for Marketing Agencies

In today's competitive landscape, small marketing and advertising firms need every advantage they can get to win new clients and streamline their workflow. One powerful tool that can help achieve these goals is proposal software. In this article, we'll delve into the world of proposal software, discuss the top criteria for selecting the right solution, and explore how it can benefit small marketing and advertising firms.
Proposal software

Choosing the Right Proposal Software in 2023: A Game-Changer for Accountants and Bookkeepers

In this guide, we'll explore what proposal software is, how it can benefit your accounting firm and the top criteria to consider when selecting the right tool for your needs. We'll also compare some of the most popular proposal software options on the market, including Pandadoc, Proposify, BetterProposals, and Practice Ignition.

What is Automated Invoicing Software and How does it work?

Let’s discuss in this blog how you can achieve this by automating your invoicing process, it’s many benefits that come with using invoicing software, and how it can help you boost your cash flow.

Say Goodbye to Cash Flow Issues: How Automating Accounts Receivable Can Boost Your Bottom Line

In this article, let’s discuss the benefits of automation and why it's the future of how we do business. Discover streamlined, error-free automated processes that give you time to provide top-notch services to your clients. Don't let manual processes hold you back any longer.
Proposal software

Engagement Letters vs. Proposals vs. Quotes: How and When to Use Them?

In this blog, let’s explore why engagement letters are used, their advantages, and when to use one.
Engagement letters

Engagement Letter: What is it, How to Write [Includes free template to download]

In this blog, we'll explore engagement letters, their purpose, their advantages, and how they're utilized in different industries. By the end, you'll appreciate the significance of engagement letters and how they can elevate your client engagements to new heights.
Proposal software

Email follow-ups after sending proposals: Client engagement 101

In this blog, we will cover a few helpful insights and tips on what you can do to win proposals you sent out just by automating the below templates!
Productivity apps

Affordable Productivity Tools for Marketing and Advertising Agencies

Agencies face many challenges, including managing clients and projects while handling administrative tasks such as HR management and accounting. Fortunately, technology has provided a range of productivity tools that can assist in streamlining these tasks and putting them on autopilot. Ready to increase efficiency and productivity? Read this blog to learn how!
Productivity apps

You’re missing out! Top productivity tools for Legal Firms

As a partner, juggling legal work and business tasks can be stressful. How about saving time from the admin tasks of your business? In this blog post, we'll discuss the importance of productivity tools for lawyers and legal patners and provide examples of solutions you can explore.
Proposal software

Are overdue payments always on your mind? Here's what you do about unpaid invoices

Dealing with overdue payments can be a challenging but necessary part of running your business. Read on to learn the best practices to avoid overdue payments. A little surprise for you, find your free copy of the payment communications template in this blog.
Productivity apps

Looking for an affordable e-signature tool? Top 5 alternatives to DocuSign

Small businesses and Service Professionals like accountants and legal firms, and marketing agencies use tools like Docusign to streamline the signing of legally binding documents. E-signature tools help companies to reduce paperwork, speed up the signing process, and improve efficiency. This blog explores 5 alternatives to Docusign and lesser-known tips to consider while choosing a tool to securely create or draw a digital signature.
Productivity apps

10 must-have affordable productivity apps for accounting firms

We've rounded up the top productivity applications to boost your business productivity. In this blog, we'll focus on how to automate business workflows to streamline productivity, the different types of tasks you can automate, how to choose the right tools, and our top picks for the best tools available in the market.
Proposal software

Facing scope creep? Here’s what you can do to manage your projects better.

To build a process, you must first know the gaps that allow scope creep. In this blog, let's talk about instances when scope creep can occur without you noticing and some of the best practices other service professionals and businesses employ to overcome.
Productivity apps

8 tips to consider while choosing an e-signature tool

E-signature tool is a winner compared to wet signatures. They are legally binding and enforceable (equivalent to wet signatures). However, you should carefully evaluate the tool. In this blog, let’s review some key things to remember while assessing an e-sign tool.
Proposal software

Cone Proposal-to-Payment: Winning more deals and getting paid is now easy

Create winning proposals in minutes, automate payments to get paid faster, and track performance to grow your business.
Proposal software

How to Write a Business Proposal in 2024 - Templates & Examples

Master the art of writing compelling business proposals with our comprehensive guide! From step-by-step writing tips, examples and free business proposal templates, it covers all so that you can elevate your first impression and win clients effortlessly.