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.
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.
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