Streamlining Client Management with Method

Discover how Method CRM can transform the way you manage clients and workflows in your accounting practice. We’ll show you how to streamline communication, automate tasks, and keep everything organized in one place. See why Method is a game-changer for accountants who want to work smarter, not harder. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Learn More about the Bookkeeping 4 Contractor's Group: https://snip.ly/WSWB4CG Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
00:00 Workshop Kickoff02:12 Ecommerce Conference Recap04:09 Core Financial Acquisition05:21 QuickBooks MCP Agents06:55 QBO Power Ups Launch09:12 Tool Stack Pain Points12:46 Method as Central Hub15:32 AI and Automation Shift21:00 Method Portal Basics23:52 CRM Lead Capture25:04 Proactive Client Reminders26:07 All In One Stack29:12 Power Up Analogy30:08 Team Tool Consolidation32:43 Partner Program Perks38:17 Who Method Fits43:49 Implementation Q&A46:48 Wrap Up Next Topic