Content Provider
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Self-Study CPE
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Free cpe webinars
Practice Management Reimagined: How to Automate Tasks and Delight Your Clients


Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

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Errol Elumir

method CRM
Product Education Specialist

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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.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.