Frequent Asked Questions

What accounting software do you use?

We use Xero accounting software for your day-to-day transactions and record keeping. Xero is an online accounting platform where both you and us can log in and make sure the data is tidy, up to date and looked after. We can also pull off reports and analysis from this place and we don't have to go back and forth with pesky back ups or desktop installations. All of our pricing includes the cost of your Xero subscription and we'll even get it set up and ready for you.

I'm already using an accountant/bookkeeper. How do I switch?

If this isn't your first time working with a bookkeeping or accounts service then don't worry. We take care of the transition when you join us. We'll get in touch with your previous provider and ensure all the information is transferred over so we can hit the ground running.

Can you help review legal contracts and insurance for my business?

We have a network of trusted advisors from legal to insurance to financial advisors and mortgage brokers. We will be happy to introduce you to them so you can have any of these areas reviewed and improved. In most cases, there are no consultation fees and these trusted advisors act with a similar ethos to us, with transparent pricing and clear, actionable advice.

How do your packages work? Can you send me a price list or a rate card?

All of our packages are tailored to your particular business via our clear and transparent pricing system. As such, we do not have a price list or rate card. Your business doesn't deserve to be stuffed into a package it may not get value from. Instead, you can book a discovery call where we find out if we're a good fit for each other first. Then we get down to your business and go through the pricing together. You can book your discovery call here.

I'm interested to get started with Cone. What is the sign up process?

We go through a discovery call first to ensure we're a good fit for each other and we prepare a proposal together which breaks down your monthly investment with us and the services you will receive in exchange. Once this has all been agreed electronically, you enter our onboarding journey. We will send you the next steps with some quick online forms to complete and get your setup booked in. Your software will be created (or transferred) and we help you along the way. If you're moving from another accountant then we'll also handle this switch for you as well.

What payment methods are available?

We use GoCardless as our Direct Debit provider to collect payments automatically each month in line with your agreed proposal.

Is there someone I can talk to about my current accounting requirements?

Absolutely! You can reach us via he chat widget in the bottom right corner, or by completing our contact us form on our contact page. We're happy to help!

How frequent do we communicate throughout the year?

This can depend on your chosen services and how much you require from us. However, as part of our panoramic accounting methods, you will have, at least, a quarterly call to check up on your progress, goals and queries, as well as a pre-year end meeting and a finalisation check up around the year end process. Any queries throughout the year can go straight to your client manager who will be happy to help.