Method

Method
888-925-628 ext.715
www.method.me

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.

Archived Webinars

QUICKBOOKS ONLINE INVOICE AUTOMATION: HOW TO INCREASE YOUR CASH FLOW
Recorded Date May 31, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Management Services  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
PRACTICE MANAGEMENT REIMAGINED: HOW TO AUTOMATE TASKS AND DELIGHT YOUR CLIENTS
Recorded Date January 20, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
MANAGE YOUR CUSTOMER RELATIONSHIPS USING A CRM SOLUTION INTEGRATED WITH QB
Recorded Date October 6, 2015  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
Linkedin
Valbon Shaboni

Method
Director of Education
valbon@method.me
(888) 925-6238 ext. 715

Professional Bio.

Linkedin
Aner Shachar

Method
Account Executive
a.shachar@method.me
(888) 925-6238 ext 761

Professional Bio.