For many accountants and bookkeepers, admin work takes up a lot of time that would otherwise be spent working with clients. This is especially true when it comes to setting up new engagements — so how can you streamline this process and start delivering value to clients sooner?  In this webinar, we’ll discuss some common pain points related to practice management,including manually creating proposals, managing acceptances over email, chasing monthly payments, and storing client data in disconnected systems. We’ll then look at how Method’s new practice management app, Method:Proposals, solves for each of these issues, thereby empowering you to spend less time on busy work and more time building your business.

Learning Objectives:

• Identify common inefficiencies in accounting and bookkeeping practices that negatively impact productivity and revenue.


• Understand the benefits of using technology to streamline and automate manual processes.


• Learn how the Method:Proposals app addresses these inefficiencies and facilitates faster workflows.