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Practice Management Reimagined: How to Automate Tasks and Delight Your Clients

PRACTICE MANAGEMENT REIMAGINED: HOW TO AUTOMATE TASKS AND DELIGHT YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 20, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For many accountants and bookkeepers, admin work takes up a lot of time that would otherwise be spent working with clients. This is especially true when it comes to setting up new engagements — so how can you streamline this process and start delivering value to clients sooner?  In this webinar, we’ll discuss some common pain points related to practice management,including manually creating proposals, managing acceptances over email, chasing monthly payments, and storing client data in disconnected systems. We’ll then look at how Method’s new practice management app, Method:Proposals, solves for each of these issues, thereby empowering you to spend less time on busy work and more time building your business.

Learning Objectives:


  • Identify common inefficiencies in accounting and bookkeeping practices that negatively impact productivity and revenue.

  • Understand the benefits of using technology to streamline and automate manual processes.

  • Learn how the Method:Proposals app addresses these inefficiencies and facilitates faster workflows.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Errol Elumir

method CRM
Product Education Specialist
e.elumir@method.me

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Errol Elumir is the Product Education Specialist for Method:CRM. He's the one responsible for the articles and videos related to Method. When not recording himself, he critiques escape rooms.

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Guillermo joined Method:CRM over 4 years ago, initially developing custom solutions as a Consultant in Professional Services. Today, in his role as Product Manager of Verticals, he helps steer the direction of point solutions and draws on his Industrial Engineering background to optimize workflows.

About Our Presenter

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Method is the top-rated CRM for QuickBooks, with over 1,200 five-star reviews fromQuickBooks users and ProAdvisors. Method is also completely customizable, enabling smallbusinesses to create a software solution that matches their unique workflows. Whether youneed better lead tracking, more accurate estimating, streamlined proposal management, orsomething else entirely, Method has a solution for you.