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Customizing Method CRM for Accounting Firms -Β Premier Cohort

Β 

Customize Method CRM for Your Accounting Firm

A 4-session, live, hands-on cohort for accounting and bookkeeping professionals

Stop configuring around a generic CRM. Build the one your firm actually needs.

Method CRM can do almost anything β€” screens, fields, workflows, and automations built around exactly how your firm works. But "no-code" doesn't mean "no guidance." This cohort pairs you with a Method Business Solution Specialist and your School of Bookkeeping hosts, Yousif & Dan, for four live working sessions where you build your firm's actual Method setup in real time β€” not a generic demo.

Who this is for: Accounting, bookkeeping, and CAS firm owners and team members who already use (or are evaluating) Method CRM and want to move past the out-of-box setup β€” proposals, engagement letters, billing, client workflows, and automation, built for how your firm actually operates.

If you haven't gotten your own account, you can register as a partner here.

What you'll walk away with:

  • Your QuickBooks/Xero-connected Method account, customized with the fields and views your firm actually uses
  • A real, reusable proposal template with an attached engagement letter and e-signature flow
  • A working proposal β†’ invoice β†’ payment pipeline synced to QuickBooks
  • At least one live automation running in your account by the end of session 4
  • Direct access to a Method Business Solution Specialist to troubleshoot your specific setup

The 4 Sessions:

  1. Foundations β€” connect your account, understand what's customizable, make your first build
  2. Client Management & Portal β€” segment clients your way, configure what clients can see and do
  3. Proposals, Engagement Letters & Billing β€” build a real proposal-to-cash workflow
  4. Automation & What's Next β€” automate a recurring task, troubleshoot live, map your path to Method:Certified

Format: 4 live sessions, 1 hour each, starting September 13. Hosted by Dan (School of Bookkeeping) andΒ Yousif (Method Business Solution Specialist) in every session.