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Featured posts
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The best 7 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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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.
Latest posts
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Making the Most of QuickBooks Online Accountant: QB-HQ at QuickBooks Connect
At QuickBooks Connect Toronto, one thing quickly became clear: accounting professionals love tips for utilizing their accounting software. Not only was every seat filled at a Monday morning session on QuickBooks Online Accountant, but there was a lineup out the door. The popular session was led by Dawne Leaney Davidson and Tiffany Stewart. As co-administrators…
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Growing Your Business Through Content Marketing: Bram Warshafsky at QuickBooks Connect
There’s no denying that the heyday of traditional outbound marketing has passed. Even just a decade ago, companies could rely on TV commercials, radio ads, and roadside billboards to reach their target consumers. But consumer behavior has changed. As entrepreneur Bram Warshafsky pointed out at QuickBooks Connect, many people now watch Netflix instead of TV,…
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Recap: Intuit Small Business Hackathon Toronto
At each of Intuit’s Small Business Hackathons, participants are asked to develop a solution that saves small businesses time or money. The broad challenge is meant to encourage innovation and creativity, and participants never fail to deliver both in spades. On December 1-2, the Method CRM team had the pleasure of being an API partner…
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How a QuickBooks CRM Helped FUJI Mats Streamline Customer Management
Like many businesses, FUJI Mats needed a QuickBooks CRM that could be customized for their needs. Learn why Method CRM was the perfect solution.
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Does Your Agency Need a CRM or Project Management Software?
Creative agencies can benefit from CRM or project management software — but which one should you adopt first? Here are some tips to help you decide.
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How to Pursue Continuing Education as a Certified Public Accountant
Continuing education is an important part of being a certified public accountant. Here are some great options for structured and unstructured learning.
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Mastering the Art of Social Media: Veronica Wasek at QuickBooks Connect
Social media is powerful, but it can also be overwhelming. At QuickBooks Connect, Veronica Wasek shared her top 7 tips for engaging with new clients online.
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Selecting the Right App: Heather Satterley at QuickBooks Connect
It’s been eight years since Apple received the trademark for their oft-quoted “There’s an app for that” slogan. And with each passing year, the line rings truer. With thousands of apps available, no business woe is too small or too obscure to be resolved by technology. The only question is — how do you identify…
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The Art of Extreme Productivity: Joe Woodard at QuickBooks Connect
Toward the end of a busy first day at QuickBooks Connect, a packed room eagerly awaited Joe Woodard’s talk on conquering task overload. Clearly, many of the accountants in attendance were looking for some guidance on working more productively. “I’m hoping you’ll feel a little more empowered when we’re done with today’s session,” Woodard told…
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![The Role of the Transformative Advisor: An Interview With Joe Woodard [Video]](https://www.method.me/wp-content/uploads/2018/11/transformative-Advisor-screen.jpg)
The Role of the Transformative Advisor: An Interview With Joe Woodard [Video]
One of the best things about events like QuickBooks Connect is the opportunity to learn from industry leaders. Better yet, that learning can occur outside of the scheduled keynotes and breakout sessions. Last week, Method’s Rodrigo Fernandez sat down with renowned author, consultant, business coach, and speaker Joe Woodard for an interview. As the CEO of…
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Working With the Gig Economy: Mariette Martinez at QuickBooks Connect
40% of the U.S. workforce is part of the gig economy — but are accountants ready to serve this market? Mariette Martinez lays out some winning strategies.
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![Fireside Chat: Building a Profitable Accounting Technology Stack [Video]](https://www.method.me/wp-content/uploads/2018/11/method@qbc2018_day2-firesidechat11-1.jpg)
Fireside Chat: Building a Profitable Accounting Technology Stack [Video]
In the midst of the bustle at QuickBooks Connect San Jose, a group of ProAdvisors gathered to discuss the future of the accounting profession. The theme of the (admittedly fireless) fireside chat was “The Technology Empowered Accountant: Building a Profitable Technology Stack.” Hosted by Method’s Rodrigo Fernandez, the discussion tackled the question on everyone’s minds: in this…