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Method:CRM is the #1 CRM for Small Businesses Who Use QuickBooks.


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Your Business Needs Customer Relationship Management, Here’s Why

Posted on January 10th, 2017.

The Storm Before The Calm. Sticky notes, multiple Excel spreadsheets, and broken, ‘duct-tape’ systems are the norm for many SMBs when it comes to managing their customers. Does this sound familiar? If your business is plagued by missed follow-ups, de-centralized customer information and general chaos, a CRM (Customer Relationship...

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Method’s Holiday Hours

Posted on December 22nd, 2016.

Well, it’s that time of year again. ‘Tis the season for celebrating with family and friends, which means we have a special holiday schedule to share with you. Monday December 26th: Method:HQ will be closed. Monday January 2nd: Method:HQ will be closed. We appreciate your patience during the holidays and will get back to your inquiries as...

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Tips from a QuickBooks Connect Veteran. How to make the most of your time at QB Connect 2016.

Posted on October 13th, 2016.

QuickBooks Connect is only 2 weeks away and I’m sitting at Method:HQ in Toronto thinking about how I’ll make the most of my 3 days at the conference. I’m proud to say I’m a “QB Connect Veteran”… this will be my third time at the event.  I’ve had the opportunity to see the conference from many sides… as a hackathon participant (and...

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QuickBooks Desktop 2017…Touchdown!

Posted on September 22nd, 2016.

With many growing small businesses needing the more powerful features in QuickBooks Desktop Enterprise, especially for inventory management and end-to-end accounting workflows, there’s an important place in the small business ecosystem for QuickBooks Desktop.   It’s amazing to see Intuit continuing to support and invest in it’s more...

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Small Business Tips – Nonprofit Edition

Posted on September 2nd, 2016.

Running a nonprofit organization takes a lot of work, and a lot of love. Since there are so many moving parts to running or starting your nonprofit, I’ve dedicated this edition of our Small Business Resource Roundup to helpful tips for nonprofits. Let’s get started! If you’re just starting your nonprofit...

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Method’s Company Culture

Posted on August 10th, 2016.

Company culture plays a very important role in your small business, so important that I recently posted a Resource Roundup blog dedicated to this topic. Getting your company culture to a place where your employees are excited to come to work each day, have fun with each other, and are high performing, takes time. We have a great company...

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Small Business Tips – Company Culture Edition

Posted on July 22nd, 2016.

Hey everyone, I’m back with another Small Business Resource Roundup! Small businesses are faced with many unique challenges, one of which is creating a strong and unique company culture. As someone who has worked for a number of small businesses, I can say that company culture is one of the leading reasons people choose to work for a...

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Small Business Tips – Resource Roundup

Posted on June 29th, 2016.

Running your small business is time consuming – to put it lightly. You wear a lot of different hats as a small business owner; accountant, marketer, sales person, and the list goes on. Sometimes, your “researcher of small business tips hat” stays on the hat rack a little longer than you’d like since you’re so busy with all the...

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New! Get Paid Faster with Intuit QuickBooks Payments

Posted on June 22nd, 2016.

If you’re like most small business owners, you’re a multitasking sensation. Whether you’re a solo act or part of a small team, the need to simplify your processes and eliminate errors, while keeping business moving, is a must. So is getting paid quickly. To help you help your bottom line, Method is excited to announce that we now...

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How Technology is Changing the Game for Small Business Advisors

Posted on June 13th, 2016.

Recently, I was lucky enough to attend my first Scaling New Heights conference, which I was happy to learn, took place in Paradise. The conference was held in the Bahamas from May 22-26 and was attended by over 1,000 accounting professionals, vendors and guest speakers. This year, SNH was themed around building an “Epic Practice”. What...

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Deleting customers in QuickBooks…uh oh.

Posted on October 30th, 2015.

QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too. But there’s also a good chance you’re using it not just to track your customer accounting, but also to track your leads. Uh oh. A lead is a...

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Guard Up! Slashes through their Customer Data with Method:CRM

Posted on August 24th, 2015.

At first glance, you might think that a sword fighting school is all fun and games, but at Guard Up! Family Swordsmanship, each session is an educational adventure. Training children to wield a sword not only teaches fencing skills but also helps instill confidence. And business at Guard Up! is growing fast. The company has already...

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Laura Redmond on Automating Processes through Personalized Software

Posted on July 14th, 2015.

Laura Redmond, a QuickBooks ProAdvisor and Intuit Author, speaks to the automation possibilities of personalized software. Using Method’s customizable platform, Laura and her partners at Cloud Consultancy LLC create personalized solutions for their many small business clients, 100% code-free.

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Method Office Hours: July 1 – 3, 2015

Posted on June 28th, 2015.

From Canada Day to Independence Day, the first week of July is a time to celebrate! The Method team will also be at a team retreat this week, so I wanted to give you a heads up on our office hours for the next few days. Wednesday, July 1st: Operating on a skeleton crew during regular office hours (9 AM – 6 PM. ET) Friday July 3rd:...

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How a Small Business Can Provide World-Class Customer Service [Part 2]

Posted on March 4th, 2015.

Last week in Part I of Small Business Customer Service, I offered a few suggestions for improving your company’s customer service. Today, I’ll continue on with more ways your small business can ramp up customer service with more world-class examples and some simple take-aways for your team. Anticipate Customer Needs When I think back to...

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How a Small Business Can Provide World-Class Customer Service [Part 1]

Posted on February 25th, 2015.

I was recently flipping through my copy of Unmarketing, and saw I had marked a few pages where Scott Stratten discusses cases of world class customer service at Zappos. In addition to putting a smile on my face, the stories reminded me how important customer service is to the success – no, the survival of any business. Too often small...

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9 Apps and Integrations We’re Thankful For

Posted on December 4th, 2014.

Once again it is I, Alex – your friendly neighborhood documentation specialist – filling in for Lynda this week. Here in Canada our Thanksgiving has come and gone, but with so many U.S. customers and partners, we feel like we get to sit in on yours – which gives us the opportunity to be doubly grateful for all the good...

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5 Signs You Need a CRM for QuickBooks

Posted on November 1st, 2014.

1. You need to speed things up for your team and your customers Whether it’s sending out service quotes or processing product orders, the speed and efficiency of your operations slows to a crawl when there are too many people involved. And, if tasks are bottle necking because a business owner or accounting department are the only ones...

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A Multi-tenancy CRM – How a Pooper Scooper Went National with Method

Posted on September 18th, 2014.

While most cringe at the idea of cleaning up after their beloved pet, Jacob D’Aniello saw a unique business opportunity in the dreaded backyard chore. And jumping on the idea to providing ‘pooper scooper’ services has served him well! Jacob now runs DoodyCalls – a growing, nationwide franchise that takes care of the dirty work of...

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Intuit discontinues Salesforce for QuickBooks: Breaking Up is Hard to Do…Or is It?

Posted on September 9th, 2014.

Breaking up (with your business application) can be difficult. But I’m positive you’ll bounce back (and even find love) if you’re experiencing the breakup brought on by Intuit’s discontinuation of the Salesforce for QuickBooks app and integration service. I know it’s tough to be told “it’s time to move on and starting seeing other...

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3 Ways Small Businesses Are Kicking Butt with Mobile Access to QuickBooks Desktop

Posted on August 25th, 2014.

There’s no question. Being able to access your customer and financial data from “the cloud” is making it much easier to run a small business. But what if you’re one of the millions of companies using QuickBooks Desktop? What options are out there for you?! More specifically, what are your options if you’re an avid QuickBooks Desktop user...

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Rejoice! Method:CRM Report Designer documentation & videos!

Posted on July 23rd, 2014.

Welcome back to another glorious guest blog courtesy of your friendly neighbourhood documentation specialist, here to bring you More Good News from the Method Education Team. Many of you are familiar with the Report Designer tool supported by Method – some of you may even have used it to build out functional, elegant reports for...

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10 Ways to Find the Best CRM for Your Small Business [eBook]

Posted on July 10th, 2014.

Good day Method community. Once again it’s your friendly neighbourhood documentation specialist bringing you another pause-worthy update about the goings on here at Method HQ. It’s my unique pleasure today not to wax nostalgic about my own prolificacy (which is writer-speak for “talk about how great I am”) but instead to tip my cap to...

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New! Method:CRM Report Designer Tutorial Videos

Posted on July 2nd, 2014.

I have something new for you guys, something I spent all of June working on…Report Designer Videos! Huzzah! For those that don’t know what Report Designer is, just check out the first video. However, for those that do know, I hope these tutorials will be helpful and even show you something new. And documentation is on...