Financial and IT consulting

for small business

specializing in Quickbooks™

  1. Bullet Customer Portal for viewing account details and making payments

  2. Bullet Employee Online TimeSheet

  3. Bullet Online Portal for Sales Reps to log orders

  4. Bullet Limited Remote Access for remote employees

  5. Bullet Daily Flash reports for managers

  6. Bullet Internal or external knowledge base

  7. Bullet Mobile  (web-based) app for entering time and mileage from a smart phone or tablet

  8. BulletTailored email campaigns to targeted groups of customers

Examples of Method Customizations

Why Method CRM?

Method CRM is, at the most basic level, a CRM program that works with both QuickBooks Desktop and QuickBooks Online.  But the most exciting thing about Method is that is highly customizable, so that expands the capabilities of QuickBooks to meet many more business needs.  Here’s why we recommend Method over other programs:

  1. Bullet Their proprietary sync engine works seamlessly with QuickBooks to push and pull information from the Desktop to the Web in real time - meaning that the information in both places is always up to date.  Its one of the best, if not the best, sync methods out there, and works much better than Intuit’s own versions.

  2. Bullet It works on every computer that can access the internet.  This means your company can install QuickBooks on one WIndows computer, and the rest of the staff can access it from a Mac - wherever they are!

  3. Bullet Its cost-effective.  The reasonable monthly fee includes the CRM package and remote QuickBooks entry, with the ability to add customization for other business processes.

  4. Bullet It allows extremely granular access to QuickBooks information, and data entry - even more so than QuickBooks Enterprise edition.  Tailor views and access by individual users.

  5. Bullet It syncs with Outlook, letting you add contacts and appointments in either program.

  6. Bullet It works with SmartVault to store documents linked to transactions and information in the cloud so that it can be accessed from anywhere.

Tired of hearing “you can’t do that with QuickBooks”?  Let us show you how Method can make it possible.   Click on the Contact link to inquire about using Method to solve your business problem.