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 Kickoff 02:12 Ecommerce Conference Recap 04:09 Core Financial Acquisition 05:21 QuickBooks MCP Agents 06:55 QBO Power Ups Launch 09:12 Tool Stack Pain Points 12:46 Method as Central Hub 15:32 AI and Automation Shift 21:00 Method Portal Basics 23:52 CRM Lead Capture 25:04 Proactive Client Reminders 26:07 All In One Stack 29:12 Power Up Analogy 30:08 Team Tool Consolidation 32:43 Partner Program Perks 38:17 Who Method Fits 43:49 Implementation Q&A 46:48 Wrap Up Next Topic