workflows

Organization Tips for Accountants and Bookkeepers

As an accountant or bookkeeper, it’s your job to make sense of all the financial transactions in a company. Even small businesses require vigilant oversight of everything going out and coming in. The smallest error can result in hours upon hours of scrutinizing data and looking for misplaced decimal points. Additionally, accountants and bookkeepers typically have …

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Beyond CRM: How Method Helps Businesses Create Optimal Workflows

Changing software needs are a fact of life for growing businesses. It makes sense: as you acquire more customers, your processes become more complex and you need different tools to manage them. Many businesses start off with just accounting software, like QuickBooks. Next, they might add a CRM to the mix. Then, maybe they’ll add …

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6 Ways CRM Software Helps Education Companies Handle the Back-to-School Rush

The end of summer is approaching, and that means it’s time for school administrators, tutors, and education technology companies to prepare for the return of their students. For those in the education industry, the start of a new school year can be an overwhelming time. With parents visiting schools, students making payments, and teaching staff …

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Features to Look for in a CRM for Creative Agencies

Owning a creative design, web design, or marketing agency requires you to work closely with clients and offer unique services. However, day-to-day tasks such as finding new leads, scheduling project meetings, and providing superior customer service can put a strain on your productivity. You need a way to streamline your processes without getting overwhelmed by …

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How to Manage Inside and Outside Sales Reps

In many industries, the number of people working remotely has increased dramatically in recent years thanks to mobile and internet technologies. According to 2016 Gallup data, 43 percent of Americans worked remotely and 31 percent worked remotely quite often at four to five days a week. This includes working online, at trade shows, and during conventions. …

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Must-Read Tips for a Better Accounts Receivable Process

For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it matters and how to improve it. What is the accounts receivable process and …

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Why Going Paperless is the Key to Business Success

In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer service. For small businesses aiming to create loyal customers and drive repeat business, those should be pretty …

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