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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
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QuickBooks intercompany transactions: How to manage multiple entities efficiently
Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.
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QuickBooks Desktop discontinued: Next steps for Desktop users
Is QuickBooks Desktop discontinued? Find out everything you need to know about the future of QuickBooks Desktop in this blog.
Latest posts
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How to Ensure CRM Initiatives Drive Strong ROI
Your CRM is a valuable sales tool, but are you using it to its full potential? Here are 7 tips to help you leverage your CRM to close more deals.
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How Nonprofits Can Use CRM Software to Develop an Effective Marketing Strategy
A nonprofit CRM is more than just a donor database. Learn how you can use yours to market effectively to existing donors and new supporters.
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Disruption in the Consulting Industry: Challenges and Changes in a Transforming Sector
The consulting industry is transforming, but understanding these changes will create greater opportunities for modern firms. Here’s what you need to know.
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How to get the most out of a CRM for influencer marketing
You don’t need fancy marketing tools to work with social media influencers. Here’s how your CRM can help you run effective influencer marketing campaigns.
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Nonprofit Peer-to-Peer Fundraising: A Guide in 10 Questions
What’s the biggest trend in the nonprofit space in recent years? Peer-to-peer fundraising! Learn all about this hot trend with our special guide.
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Business Going Global: 5 International Business Trends for Accountants to Watch
Is your accounting practice ready to expand beyond borders and succeed internationally? Improve your odds by keeping up with these 5 must-watch trends.
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What Your Nonprofit Board Should Know About CRM Software
Thinking of implementing a CRM for your nonprofit? It’s a valuable investment — but your board of directors may be hesitant. Here’s what they need to know.
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6 Questions to Ask When Selecting a CRM
Struggling to select the right CRM for your business? Use this checklist to ensure the software you choose meets all of your needs.
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Big Impact on a Small Budget: Social Media Tips for Nonprofits
From recruiting volunteers to raising funds, social media is a valuable tool for nonprofits. Here’s how to generate big results without spending big bucks.
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How to Build a Successful Consulting Practice
Moving from corporate life to consulting requires careful planning and stellar relationship management. Learn how a CRM can help new consultants succeed.
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3 Brand Storytelling Lessons for Every Business
Telling good stories is a powerful way of connecting consumers to your brand. Here are three lessons on brand storytelling every business can use.
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Uber and Airbnb: Lessons from Sharing Economy Success Stories
With the advent of the sharing economy, customer expectations have changed dramatically from just a decade ago. They expect more options and they expect them faster than ever.