App Showdown: Client Hub vs. Method CRM [7.21.26]

Most accounting firms don't have a bookkeeping problem. They have a workflow problem.

Tasks fall through the cracks, client requests get buried in emails, team members aren't sure who owns what, and suddenly you're spending more time managing work than actually doing it.

In this QB Power Hour, we're comparing two popular practice management solutions—Client Hub and Method CRM—and exploring how each can help accounting firms streamline operations, improve client communication, and create more scalable workflows.

We'll cover:

What practice management software should actually solve
The strengths and limitations of Client Hub and Method CRM
How each platform approaches workflows, tasks, and client communication
Which firms may be a better fit for each solution
Real-world examples of how accountants are using these tools today

Join Dan, Sharrin, and special guest Yousif as they share practical insights, live demonstrations, and honest perspectives on what it takes to build a more efficient firm.

Because the best practice management software isn't necessarily the one with the most features. It's the one your team will actually use.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH
Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/ 

Transcript

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Welcome App Showdown

Dan DeLong 0:23

Well, welcome everybody to another QB Power Hour. Today we're gonna be, uh, doing an app showdown, uh, with, uh, Client Hub versus

Jello Match Banter

Dan DeLong 0:32

Method:CRM. This is gonna be an really interesting take on these types of things because one is... One does things natively and one can be customized to be do, do things natively. So, uh, Sharrin and I will be I don't know, putting up our dukes.

Sharrin Fuller 0:51

Our dukes? Are we fighting? We- Uh, you know, I would really love... Well, when it says showdown, app showdown, next time I want us all to be, like, in a, I don't know, pool of Jell-O and we just beat each other up. Can we do, like, Financial Sense versus Hi- Client Hub versus, like, Canopy and just see who wins?

Dan DeLong 1:13

It'll be like a, uh-

Sharrin Fuller 1:13

Raise your hand if you'd watch that. Oh, look, there's David. David can represent Client Hub. Or do you see David? There we go. He raised his hand. He's in.

Yousif Elhakim 1:21

He's

Sharrin Fuller 1:21

wearing his Jell-O.

Yousif Elhakim 1:21

You need, like, a platform World Cup, you know, and you, you have this tournament- Right once

Handouts And Sponsors

Yousif Elhakim 1:25

every four years on the podcast.

Sharrin Fuller 1:27

Okay, but I want celebrity death match style where everybody, like- That's right creates... Oh, this may be a thing. This, uh, this may be a thing, so. Might be. Sorry, everyone. Typical Sharrin derailment. Right. Happy Monday. It is my Monday. I put- Happy

Dan DeLong 1:40

Mon- uh,

Yousif Elhakim 1:40

Tuesday.

Dan DeLong 1:40

Oh, wait a minute. What did I, what

Sharrin Fuller 1:42

did I just put in? No, it's

Yousif Elhakim 1:43

my Monday. It's your Monday. Fair enough.

Dan DeLong 1:45

I'm trying to put the handouts in the chat.

Sharrin Fuller 1:47

It's in there. Uh. Oh, I saw it.

Dan DeLong 1:49

Uh, in... No, that was- Oh, because- That was, that was, uh, Yusuf's, uh, panelist invite that

Sharrin Fuller 1:53

got- I know

Dan DeLong 1:55

thrown in with that piece. Oh,

Sharrin Fuller 1:55

whoops.

Dan DeLong 1:56

Let me copy. That's always fun. There we go. All right. The handouts- All right are now in there. So we do have some folks, uh, from Client Hub and, uh, and Method, uh, in the, in the chat to help, uh, putting up our dukes here, but we'll-

Sharrin Fuller 2:11

My boy, David.

Dan DeLong 2:13

So- David's hand uh, as you- There's no light in my eyes. Where's my mouse? Where is my mouse?

Communities And Allegiances

Dan DeLong 2:19

There's my mouse.

Sharrin Fuller 2:19

We're a mess. There we go. Are we a mess a lot in here? We're a mess a lot in here.

Dan DeLong 2:23

As always, support, uh, support our spotlight sponsors. That's what keeps, uh, the, the QB Power Hour free for everyone. Um-

Sharrin Fuller 2:31

Yep

Dan DeLong 2:32

Method is one of them, so, um, of course that is my allegiance.

Sharrin Fuller 2:37

Thank you, Method.

Dan DeLong 2:40

Um, if you do wanna go beyond the QB Power Hour with Sharrin or myself, we each have our own respective, uh, communities. I'll love to have you, uh, joining us there. Uh, Sharrin, your Clone Conquer is more about getting out of your own way as a firm owner, right?

Sharrin Fuller 2:57

Oh, yeah. I specialize working with those solo and small business owners and really just help them escape the dependency trap and be able to scale, and I teach everything in there. I teach... I don't have an agnostic tech stack. I'm an Anchor, Client Hub girl. Sorry, sorry. We know I'm, I'm on team Client Hub over here, so it's okay. But, um, um, yeah, so I teach quite a bit. And anybody who clicks this link in here, just so you know if you're wondering what's going on there, you get 14 free days, all, um, QB Power Hour people. So it does no, no harm in clicking- Yeah going in and checking out and see what we got, got in there, and then you can give me all, all the feedback you want. I love feedback. Dan, when are you guys- Mm-hmm going over to School of Bookkeeping? I, you know- Yes I, I need to get in there at some point, but-

Dan DeLong 3:43

Yeah, so we have, um, we have- Our, our, our motto there is learning QuickBooks your way, right? So if you, if you wanna do things on your own, you can, you can access, uh, our entire course library and, uh, there's places in there to ask questions and, and we'll, we'll answer. Uh, but if you need a little bit more spoon-feeding or hand-holding, we have that too, so you can get a chat support where you can reach out to me, or you can book time-

Sharrin Fuller 4:10

Get a good Dan handhold.

Meet Yusuf Method Partner

Dan DeLong 4:12

That's right. I have two of them- and they're available, uh, at least for two of them. Um- Go to time but yeah, if you need some, uh, spec- you know, uh, mentoring type of, type of time, we can do that, or if you just need some quick answers where I have this particular situation and I don't wanna talk to Intuit, you can do that as well. Uh, Yusuf is joining us, so, um-

Sharrin Fuller 4:35

Look at that picture. That's a happy dude.

Yousif Elhakim 4:39

I'm always, always happy.

Dan DeLong 4:40

Friend of the show. Yeah. Uh, friend of Method. I like to refer to him as the Danalong of Method- Yeah. Oh because we share, we share the same journey where we worked for the company that we now work with. So- Mm-hmm. Um, so you

Sharrin Fuller 4:55

had a- Wait, you guys both wor- Oh, you both worked at Intuit or you both worked at Method?

Yousif Elhakim 4:59

No. I worked at Method. What- He worked at Intuit. But we kind of just stepped out, left Method and Intuit and became partners. Oh,

Sharrin Fuller 5:05

okay, okay. I, I was misunder- Okay, got you. Yeah, yeah. Sorry, keep going. I was like- We- "Wait a second, Dan. I n- know that about you." Yeah.

Dan DeLong 5:11

It wouldn't be the first time I was misunderstood. But Yusuf worked at Method, and now is, has his own practice supporting clients using Method, right? So-

Yousif Elhakim 5:23

Yeah

Dan DeLong 5:23

uh, what did, what did you do there? You, you did, uh, mostly leading up the team that helped with the customization?

Yousif Elhakim 5:29

Yeah, so majority of my time I was a team lead there. I, I just basically led the professional service, uh, team in how to basically deliver the most value to their business owners and leveraging the platform to do so. Uh, and then I left. I went to the biggest, baddest wolf on the block, Salesforce- and realized this is not for me. I don't like it. I like... Salesforce, you're working on bigger projects, enterprise level, and you're not really talking directly- Mm with, like, own- business owners. So for me, I like to make people's day, and I mean, when you work on an enterprise level project, people are just there to collect the paycheck and go, right? So I wanted to actually talk to people who were, if I implement something for them, uh, you can see it in their face. Like, their face lights up and they're the happiest person in the world, and I'm like, "That's the, that's the gratification that I like," you know? So I left Salesforce and I came back as a partner for

Dan DeLong 6:26

Method. That is, that says a lot, right? Like, you know, 'cause Salesforce is, like, the, I guess, gold standard of CRMs, right, for, for enterprise level things. Intuit uses Salesforce. Um- Yeah and they were, of course, you know, touted as, this is gonna solve all of our problems that we're, that we're dealing with with, uh, CRIS or Siebel or, you know, um, I can't remember all the other, um, iterations that they had of, of, uh, CRMs for sales and service tracking, right? Mm-hmm. You know, it all ultimately comes down to, "We need to do it this way," and then they customize it to do it this way, and then it becomes unsupportable by the- Yeah by the company, and then they start looking elsewhere.

Yousif Elhakim 7:15

Yeah. Yeah. Salesforce is definitely like a, a... It's a, it's, it's a plat- It's a good platform for some companies, but it's meant for

QB Power Hour Registration Update

Yousif Elhakim 7:23

enterprise-level companies- Yeah not really- Absolutely mid-market or-

Dan DeLong 7:26

Yeah, I-

Yousif Elhakim 7:27

So

Dan DeLong 7:27

I always, uh, found that funny where when people would be like, "Well, can I connect my Salesforce to my QuickBooks Online?" And be like, "Wow, okay, that's-" That's usually a

Yousif Elhakim 7:37

red flag. That's usually a red flag right there.

Dan DeLong 7:39

Yeah. That's, uh... You're a little out of your-

Yousif Elhakim 7:42

Yeah

Dan DeLong 7:42

sandbox there. Yeah. So, um, we have... If you haven't seen the, um, the email, the survey about the future of the QB Power Hour and h- helping, uh, helping you shape, or you helping us shape what that looks like, uh, we heard you loud and clear that the individual registrations uh, were a little bit problematic. Um, you know, the thought was is that if we were able to plan those out further into the future, and, and then you can go in and register for the ones that you want so that you put it on your calendar. But by and large, um, you know, we hear, we heard that-

Sharrin Fuller 8:20

Trial and error, man. It's how you learn. You gotta... You know, we tried something new, and we went back- Mm-hmm to what we were doing before and what literally everybody else was doing. Um, but it's okay. Yeah. So all of you that are like, "Why do I have to register for every one?" You don't anymore, just one. We're gonna do that.

Dan DeLong 8:36

So what we are doing is going back to the one recurring registration. So starting in August, which is our next, uh, QB Power Hour, is, uh, is just going to be a, um, a single registration... or a one registration, and it will, and it will be recurring. We've, uh, scheduled out in that recurring, uh, what we know as far as, you know, the hol- holidays that we might be taking off, you know, 'cause we're not gonna do a Power Hour two days before Thanksgiving. We'll give that time off. Uh, Christmas and those types

Practice Management Poll Setup

Dan DeLong 9:10

of things will be at, um, Intuit Connect during one of the normal schedules, so we, we skipped over th- that. So we do have, uh, the, the, the times planned out for the next, um, you know, to, for 2026. So when you register once, you'll have those all on your calendar, and then we'll do the same thing for the new year. So today, uh, we are going to be, uh, let's launch the first, uh, poll question.

Sharrin Fuller 9:36

I got this. I got this.

Dan DeLong 9:37

Thank you. So we're gonna be talking all about, uh, practice management, uh, software. As, uh, as firms and accounting professionals, what does practice management, um, look like? And, um, we are gonna be throwing in a, you know, honorable mention, uh, comparing, you know, Intuit Accountant Suite, uh, to, you know, to, to Method. Are you, are you actually blowing raspberries? Uh-

Sharrin Fuller 10:04

I'm

Intuit Accountant Suite News

Sharrin Fuller 10:05

so anti-Intuit right now that I'm bitter. I went from, "Hey, guys, they're not so bad," to-

Dan DeLong 10:15

So, um, yeah, so, uh, so we will be at least having those on, on the slides, um, moving for- you know, as we go through this, uh, this content here today. Uh, we will have kind of where Intuit Accountant Suite sits, uh, between Client Hub and, and Method So, uh, we do want to talk a little bit about, uh, the Intuit Accountant Suite. Um, is there's, there's been some news over the last, uh, week. You probably received a couple emails about what is actually happening with, um, with Intuit Accountant Suite. I got one saying that somewhere in, um, the fall, uh, is when, you know, the beta is going to be ending for my, my platforms. Um, if I go onto the, uh, Intuit Accountant Suite, you know, and, and sign up new, uh, looks like it goes until January. So there's a little bit of confusion as far as when those dates are actually ending. Um, and anything up until that day is subject to change anyway, right? So those dates are, are never concrete because in reality that should have already occurred because we're doing- It's been like

Sharrin Fuller 11:28

the fourth time, I swear to God- Right since I've been on here that you're like, "Next month."

Dan DeLong 11:33

Exactly. They, uh, you know, kick the can down

Sharrin Fuller 11:36

the road. But they've already increased their prices for it, just so you know. Don't you worry. Don't you worry.

Dan DeLong 11:41

Ooh. Well, there's no, there's no additional changes in the cost of the Intuit Accountant Suite, but QuickBooks Online underneath- I

Sharrin Fuller 11:48

don't know, I just got price... Yeah, I just got price changes for a few different clients. I'm like- Yeah oh, yay. Yay. Downgrade.

Dan DeLong 11:55

So as it sits, uh, today, uh, Core, which is the, what you, what you see today with, uh, QBOA, that is free. That should still be free unless you're adding on the Books Close, which we did have a comparison between Books Close and Books Review in, uh, February, I believe, for the Power Hour. Um, Accelerate is 149 a month. There's no user fees or anything like that, but

Taxes And ProConnect Talk

Dan DeLong 12:20

you get the, um, client insights, the capacity, um, training, uh, you know, those, all, all those things that are supposed to be able to help you kind of manage the team members of your firm and see your client insights without going into all of your clients. Um, so- Mm-hmm. And, um, Sharrin, you did do taxes as part of one of the firms you sold. I personally

Sharrin Fuller 12:46

did not- But- but my firm did. Well- And we did, we used ProConnect because we were- Yeah QBO exclusive. Um, you, anyhow, so we used ProConnect, yep. Yeah, mm-hmm.

Yousif Elhakim 12:56

What a worldwide taxes, honestly. I, I've never actually had to ask this question, but when you're in the thick of it, how mentally breaking is it just dealing with taxes?

Sharrin Fuller 13:06

Oh, me? I, I quit doing taxes a long time ago- and people are like... No, when I quit doing taxes it was 'cause one of my clients said to me, he's like 56, just found out he has testicular cancer, and his, um, question to me was, um- So I need some more money. If, if my pr- if, if I get my wife pregnant, she gives birth before the end of the year, will I get that extra 4,000 next year? I went, "Oh, I can't do this anymore." I'm done. I have an active PTIN. I have my EFIN. Everything's registered- Yeah to me, and I keep it active. But I decided at that point- Yeah that I'm an anarchist, and I am, like, abolish the IRS level- Yeah, yeah which is why ADP stopped working with me. They're like, "You can't say that, Sharrin."

Yousif Elhakim 13:49

Fair enough. Fair enough.

Dan DeLong 13:50

But it, the... when you do have-

Sharrin Fuller 13:52

Anarchy

Dan DeLong 13:53

When you do have clients and you are doing taxes, the ProConnect tax integration between QBO and AA- I do want to see that at the time, uh, and, uh, you know, Intuit Account Suite now and, uh, ProConnect is, is pretty nice. I mean, that's, that's one of those features that when you're doing the books for your, your clients in QBO, you know, one of the things that is gonna make, be endlessly easier is filling out a tax, tax form from that. Uh, and, and it- Yeah,

Sharrin Fuller 14:21

yeah

Dan DeLong 14:22

it does put a, a really nice way to- Do

Sharrin Fuller 14:25

you-

Dan DeLong 14:25

you know, show it in there, and then if you need to make tax adjustments only, you can do that, and then it fills out the form and-

Sharrin Fuller 14:31

That's really cool you're

Dan DeLong 14:32

on your way.

Sharrin Fuller 14:32

Do you... So do you have, like, d- do you have, like, screenshots and stuff of that? I'd be cur- send to me personally,

Core Practice Management Functions

Sharrin Fuller 14:37

'cause I don't have access anymore. I sold it, and I'm not gonna- sign up for a new account. But I'd be really curious to see what that connection looks like, because that was the thing, is having to leave and go back, and leave and go back, and we'd have, like, one on Safari and one on Chrome, and, um- Yeah you know, that's the loophole, right? So...

Dan DeLong 14:52

I might be able to find something for you, Sharrin.

Sharrin Fuller 14:55

Thanks, Dan.

Dan DeLong 14:56

Sure. So let's talk about- All right, let's

Sharrin Fuller 14:58

get into this.

Dan DeLong 14:59

Let's talk about the core functions and, and, uh, of, of what practice management software, uh, uh, really is. And, and so the main thing, and, and as... You know, I don't, I don't necessarily have, you know, a book of business clients that I need ongoing, you know, engagements, uh, for. So this is where I wanted to have Yusuf come on, because, um, this is kind of one of those things where I, I don't really, I don't... I, I'm not as intimate into what is ne- needed from a practice management standpoint from accountants. So, so Sharrin and Yusuf, um, as far as the core functionality, looking at this, the, these kind of workflows here, does this, is this a, a, a c- a comprehensive list of, of what you would look at when it comes to, you know, practice, what I need as a- Yeah to manage my practice?

Sharrin Fuller 15:55

I think so. I mean, there's some other build-ins as well. Um, but n- nowadays, if you don't have at least this, you're, you don't have a good practice management tool, in my opinion. It should all be in one spot, and users should be looking at, like, UIs for the difference, right?

Dan DeLong 16:13

Yeah. And, and I think in the grand scheme of things, um, you know, you could look at, uh, this list and go, "Oh, well, Intuit Accountant Suite, even QBOA did a lot of this stuff," right? It's just w- as we, as we're gonna go into these, these areas of, of these workflow areas inside the, the, the platforms in general, we're gonna see, okay, well maybe Method does this a little bit better. Maybe Client Hub does this a little bit better, and maybe, uh, Intuit Accountant Suite is okay, right? Um, so we're not gonna necessarily say that, you know,

Method Vs Client Hub Identity

Dan DeLong 16:50

always use this one or always use this other one. It's more of, you know, what, what you need or what you might be needing, this is, this is where One leads over another, right? One-

Yousif Elhakim 17:04

Yeah

Dan DeLong 17:05

So, so let's go into some of the head-to-head, uh, comparison between these, uh, three. So the core identity, and this is where we're coming from, you know, kind of two different perspectives. Method is, by its nature, a CRM, right? Yeah. Where it, it, it will... It's designed for that, um, proposal to billing, uh, client, um, management, relationship management, uh, types- Mm-hmm of things, right? Where it's, it is a, it is a general purpose, right? They have, um, two industries that they really focus on, the nonprofit industry and the field service management industry that where they, you know, find their, their, their sweet spot, right? Um, whereas Client Hub is more of the practice management core functionality, the things that we just- Yeah saw about, uh, you know, up above. So that's- Mm-hmm kind of the two different perspectives that we're, that we're looking at here. And then I guess Intuit Accountant Suite would be, like, the, the shallow end of the pool, right? This is the entry point, um, the kiddy pool- when it comes to practice management, that it does do these things, and you can't beat the price of, you know, free. So, um, so it does give you, you know, insights into maybe what you might need to do, right? So as we, as we- Yeah talk about these things. But the thing about Method is that it is... And, and we'll talk about this when we get to, get to that. The... As it's an- a CRM natively, the customization aspect of Method is, is where you can build a practice management workflows that are customized, uh, to you and your firm. So Yusuf, you want to talk a little bit about, about that, that perspective?

Yousif Elhakim 19:05

Yeah. So I mean, when you look at... When I look at Client Hub and Method:CRM, right? Client Hub is the out of the box. You're going to get majority of the stuff you need probably. Maybe you won't. You have to do an assessment of Client Hub, right? Where Method might be the winner is if you go and you look at Client Hub and you're just like, "Yeah, I see a lot of the stuff there, but the way that it's built or the way that it's meant to be used is not really aligned with the way my firm uses the software." And then you're going to be like, "I don't have any other options. Like, there's really no other practice management software, and I just want something for me, for, that makes sense- Mm-hmm for my practice." That's when Method:CRM is going to be your number one contender because- I, I always say this and I know Yemi's on the call and I talk to all the partners about this and I say, "Method really shoot themselves in the foot when they call themselves a CRM," because-

Sharrin Fuller 20:05

I agree, but they can't just say Method or they're going to think they're the, the spray cleaner- The soap company at Target.

Yousif Elhakim 20:09

Yeah, yeah. No, because we get calls- Which is not

Sharrin Fuller 20:12

organic, by the way. Don't let them fool you. We'll

Yousif Elhakim 20:15

get like, "Oh, uh, our vanilla chamomile soap is, is rotting." So then we'll be like, "Uh- You're right this is Method CRM, not the

Sharrin Fuller 20:24

soap company." This wood polish is super greasy- 'cause I use the wood polish on my desk. No, I get it. I, I agree. Maybe a rebranding, Yemi? I don't know. Maybe we can talk about it. We'll give you

Yousif Elhakim 20:34

some ideas. I've been, I've been so vocal about them rebranding their platform because Method shoots themself in the foot when it comes to the- You

Sharrin Fuller 20:40

need my help with that? I'm really good at bullying people to do, making the right decisions.

Yousif Elhakim 20:43

Oh, please. I'll, I'll talk to Yemi. Um, and look, e- even yell at- Yemi's messaging in the chat saying, "Come with you." I know, I see

Sharrin Fuller 20:50

it.

Yousif Elhakim 20:51

So it's, it's an ERP automation system. That's really what it is. Okay. Like, when, when people look at Method CRM, they... And, and E- it's an ERP automation system that is affordable to small to medium size and mid-market companies, right? So when you think of an ERP, you're probably thinking like, "Okay, we got SAP, we got, you know, all these other platforms," and they're expensive, right? Even their license fees are, are really expensive, but they're meant for enterprise level businesses, right? So people are like, "I want that. I want that SAP platform, but I can't afford it, so what else can I use that's similar to that that's at a fraction of the cost?" Method CRM, right? So speaking to your... Method CRM, yes, it is built like a CRM. It does have other aspects that don't typically f- uh, fit or fall in the CRM

Why Sharrin Chose Client Hub

Yousif Elhakim 21:45

bucket, like the field service management s- uh, module that it has, right?

Sharrin Fuller 21:49

Mm-hmm. Um,

Yousif Elhakim 21:51

but it does so much more and you can do it and you can get a custom software for your business that maybe is exactly what you're looking for that Client Hub can offer, you know? Uh, so that's, that's the way I look at it.

Dan DeLong 22:05

Now, now Sharrin, when you were looking at practice management software for your firms that you sold, how did you land on Client Hub as the, as, as your practice management of, of choice?

Sharrin Fuller 22:18

So I'm going to teach everybody something fun. When you... So as for practice management tool, I was not using it, right? I don't do the client work. My team did. So at the time, we were using- Blisio and Teamwork. Teamwork's great, Blisio's great, but they don't speak, so it didn't work, and my team said, "We need something else." So I let them decide, 'cause I know if I want them... Nothing's worse when you're on a team than when your boss comes to you and goes, "Here's this new software we're implementing. Guess what? You get to use it." Everybody, that p- accountants especially don't like change. So I told them to go figure it out, and it came down to Financial Sense and Client Hub, and they chose Client Hub. I probably didn't even log into Client Hub for about a year after we had it, and even then I was like, "Oh, wow, this is kind of cool." And since we started using it, I think we, we implemented beginning of 2022. It's like a completely different platform. So I have a lot of people who are like, "Oh, I used Client Hub back in the day. It was all right, but it was missing features." They have them all in there now. And, and if anybody knows me, I... If it's not in my calendar or my project management tool, it does not happen. And usually if it's in my calendar, it's in my, like, 32 things. So I am, um, pretty OCD on my project management tool. And I've been all in on Client Hub since, well, since I actually got in and was like, "Oh my God, look at all the f- look at all the things I can do." And I automated the hell out of everything. So I am, um... Client Hub doesn't pay me. I take no money from them. They love me. They do promote me because I promote them. But, uh, I don't... I, I just really, really, really like Client Hub, and it's, um, how I set up my firm to where I only worked in my firm... I'm sorry, on my firm five hours a week because the automations were just so on point. SOPs, templates.

Dan DeLong 24:03

Yeah, that's... I mean, that's a huge part of that is because, um, you know, Client Hub is, is going to be a feature set that- Mm-hmm when you have something that you need more than it can do, you have to make sure that it will have that, the integrations that, that you need, and does it, does it integrate with what you're already using or do you need to- Yeah um, add something else? And, and you've, you've found that... Oh. Okay, so just- So let's

Sharrin Fuller 24:32

be... I, I do want to be, um, transparent about one thing is they are working on a lot of their integrations. So I feel like the integrations they have are maybe 'cause I called up and

UI Navigation Comparison

Sharrin Fuller 24:43

I'm like, "Give me that integration." Like I said, I bully people to make the right decisions. So it's got, like, the accounting software, QuickBooks, um, it, um, Xero, uh, Anchor, and a couple of other things as well. But I want that Slack integration, David. I'm putting you on blast right now. Give me my Slack integration. Yeah. Give it to me. All right, go ahead.

Dan DeLong 25:02

So looking at just kind of like the, the overall, you know, navigation, you know, side by side, right? Um, Method has a, a somewhat familiar- Look, look and feel to it if you're coming from QuickBooks, if you're coming from Desktop, by anything, you know, 'cause you'll have the same terminology that you have, um, on the, on the left side. Um, and now that, uh, QuickBooks, uh, or Intuit Accountant Suite or QuickBooks Online has now adopted this idea of apps mean things to do or you know, work- workforce cent- or workflow centers inside of QuickBooks Online, the, that's the same kind of terminology, uh, from, from Method as, uh, as, as QuickBooks Online. Uh, Client Hub- Mm-hmm um, is prettier. I'm gonna say that, right? Like looking at it- I agree. Looks- Yeah a little bit more, uh, standardized, uh, to, to what we're seeing today, you know, a little bit more modern- Mm-hmm uh, as it comes, comes to

Sharrin Fuller 26:08

be. And I'm so bummed I don't have any clients set up in there, so I just got them to clone my, my software, um, from what I had before, so I can have all my templates and tags and everything. But they removed, of course, as they should, all the clients out, so I haven't had a chance to set up clients or anything in yet. Mm-hmm. But at least it gives you a general idea of what you can see-

Dan DeLong 26:26

Yeah

Sharrin Fuller 26:26

um, anyhow.

Dan DeLong 26:28

So kind of getting around, right? The, there's, there's kind of tiles in Method, whereas there's-

Sharrin Fuller 26:33

Mm-hmm

Dan DeLong 26:33

I,

Client Portal And Documents

Dan DeLong 26:34

I don't know what you would call them in, in, in Client Hub,

Sharrin Fuller 26:36

where there's kind of like sections. Um, you can look at it a little bit... They have different layouts that you can look at, but I just gave the one sample client. Okay. On the side you could see there's like a, you see the four squares. You can, like, do the, what is it called? Kanban. I don't like that. I need a list.

Dan DeLong 26:50

Yeah. You need a list, yeah. All right, moving on here. So one of the big things that, um, any practice management is, um, is needing is a place to- that your clients can go, uh, to do stuff, right? You can assign them tasks. Mm-hmm. You- they can, uh, you know, make requests of you. Um, and, and that client portal i- uh, you know, more importantly, pay their bill, right? Like, those are, those are things that you want clients to do and have, have the ability, uh, to, to see. So, um, out of the box, Yusuf, um, what is the, the client portal document management, uh, type of, uh, type of workflows and functionality that that Method has?

Yousif Elhakim 27:36

Um, Method doesn't have a, a robust document management tool out of the box- Mm-hmm um, especially in their portal. Uh, so I don't even think they have... They have attachments, but I don't think they even have attachments available for the customer, because the portal is meant for the customer to

Integrations Zapier And N8N

Yousif Elhakim 27:55

be able to view their transactions and pay for the transactions. That's how the portal was built in Method, right? But we do h- we do build, and there are builds where they have document management tools that can essentially do what they need it to do, but it's not available out of the box.

Sharrin Fuller 28:15

Does it connect, somebody just asked, does it have any integrations into Google or anything like that? Any Zaps or API backend? So,

Yousif Elhakim 28:23

yeah. So I mean, that's where you want to talk to, uh, a partner, I would say. And, and Yemi, correct me if I'm wrong, but I don't know if this is some- Correct

Sharrin Fuller 28:31

him, Yemi.

Yousif Elhakim 28:32

Yeah, please. Uh, I don't know if this is something that's outside of the s- scope, uh, of their professional services team. But with- Mm-hmm with a Method CRM partner, we can basically go in, and we can integrate your Method CRM to whatever you want. Like, I've done it for Dropbox, I've done it for SharePoint- Yeah.

Sharrin Fuller 28:51

Oh, okay, okay

Yousif Elhakim 28:52

um, Slack, everything.

Sharrin Fuller 28:53

What do you do with that? With Make or Zapier? What are you doing with that? N8N. Do they have an open... What?

Yousif Elhakim 28:57

N- Eight- N8N.

Sharrin Fuller 28:59

I don't even know. You just spoke

Yousif Elhakim 29:01

alien to me. N8N is, N8N is the underrated hero, the Dark Knight of-

Sharrin Fuller 29:06

Spell that one more... Spell that.

Yousif Elhakim 29:08

N-8-

Sharrin Fuller 29:09

N-A-

Yousif Elhakim 29:09

A-N. Yes.

Sharrin Fuller 29:11

N-8-A-N?

Yousif Elhakim 29:13

No. And so look at James. James' message- In the chat N8N.

Sharrin Fuller 29:17

The hell is that?

Yousif Elhakim 29:19

You know what? All right, I'll look it up. I am honestly shocked of how many people, um... Oh, so there you go. Yemi corrected me. So their team do do integration. So I apologize with that. Okay. I, I, I wasn't sure.

Sharrin Fuller 29:31

Okay.

Yousif Elhakim 29:31

Um, I'm, I'm not too sure if they're allowed to use other, like, integrator platforms. N8N. But N8N- N8N is the, uh, big kid on the block with no ego, uh, very underrated and-

Sharrin Fuller 29:46

It's, uh, it's comparable, like, Zapier, right?

Yousif Elhakim 29:48

It's, it's Zapier times-

Sharrin Fuller 29:51

James is on top of this over here I don't- Okay, I'm gonna look it up. I'm, like, the efficiency automation queen. I've said this a million times. I have 250 Zaps running, and in fact I just created three more last night. I have four temporary that I, as soon as we're done, I'm gonna finish. Karen. So-

Yousif Elhakim 30:04

Karen, your overhead

Sharrin Fuller 30:06

costs- And I have five

Yousif Elhakim 30:07

makes your oper- your overhead- I have- costs

Zapier vs N8N Debate

Yousif Elhakim 30:09

on integrations is gonna drop because N8N's pricing model is the most affordable pricing model on

Sharrin Fuller 30:14

the- Well, I'm on this, like, really old... I've been on Zap for so long that, like, really old school pri- Mm. I think I pay 500 per year for, like, 1,000 Zaps. Okay. So I'm on a pretty good price plan. You're good. Yeah. But I'm gonna check that out.

Yousif Elhakim 30:25

Yeah. N8N

Sharrin Fuller 30:27

is- See, Beth, Beth says, "What the hell?"

Dan DeLong 30:29

Good. So it sounds- N8N is the goat it sounds like we have another topic

AI JSON Workflow Hack

Dan DeLong 30:32

for another QB Power Hour when, uh- Oh, I will host- musician comes back

Sharrin Fuller 30:35

a Zapier... We will absolutely.

Dan DeLong 30:38

Another app showdown of, uh, Zapier- Yeah versus N8N.

Yousif Elhakim 30:41

So to Jane's question, N8N is gonna be a little bit of a learning curve to learn compared to Zapier. Yeah. Zapier is more user-friendly than N8N. I'll, I'll, I'll be, I'll be honest. Fucking learning curves,

Sharrin Fuller 30:50

man.

Yousif Elhakim 30:50

Okay?

Sharrin Fuller 30:51

All right.

Yousif Elhakim 30:52

But N8N, you can import, you can import a JSON template. So with the power of AI today, you can go to ChatGPT and be like, "Hey, I want-"

Sharrin Fuller 31:01

Why does it think I'm in Europe? What is wrong with this thing?

Yousif Elhakim 31:04

Oh,

Sharrin Fuller 31:06

it's a Ger- ChatGPT is wild.

Yousif Elhakim 31:07

It's a German company. Um- Can't get

Sharrin Fuller 31:08

me, government.

Yousif Elhakim 31:10

But so, Jane, to answer your question, what I typically- Uh-huh do is if I, if I just wanna get a workflow in as soon as possible with N8N, I just go to my ChatGPT. Uh-huh. I tell it exactly what I want.

Sharrin Fuller 31:21

Yeah, yeah.

Yousif Elhakim 31:22

It gives me the JSON template. Yeah. And then I download the JSON file, upload it directly to N8N, and boom, it's ready. It's just like- Okay within-

Client Hub Docs Portal

Sharrin Fuller 31:31

This is a whole thing. Yeah. I'm gonna... I'll look into this. We'll look into this, guys. We'll do a thing. Um- Yeah. We'll do a thing for you on this. I'll- Yeah definitely look that

Yousif Elhakim 31:39

up. I should be an N8N amba- We'll do this for the price of- ambassador, actually. There you go. I should reach out to them and be like, "Come

Sharrin Fuller 31:42

on, you've been-" I, I, you know, I've been asking Zapier that for a while, and they, whenever I message them, they're like, "Who are you? No." What? Like-

Yousif Elhakim 31:51

Yeah, yeah. You got to put them in

Dan DeLong 31:52

the- So, so back to the client portal and document management- Yeah, sorry topic that we were talking about. Yeah,

Sharrin Fuller 31:58

sorry about that. Honk, honk. Double A-H right here.

Dan DeLong 32:02

So, so with the client portal and document management in-

Sharrin Fuller 32:06

Mm-hmm

Dan DeLong 32:06

Client Hub, Sharrin,

Sharrin Fuller 32:08

what the- Client Hub has their own, um, it- and I love it. So we were... One of the things that I do love is that they do have their own document management. And if anybody's worried, like, "Well, what if I leave Client Hub?" You won't, you can't. Everything's built in there. Um, plus they send me to you when you try to cancel, and I knock on your door. It's really, it's a wild thing. But, um, so they have their own document management, and w- we love it because we were using Google Drive, right? So we were attaching things, but then you're going in two places, and idea is get them in one. So they have their own document management system, and it's really cool 'cause you have one side that the clients can see and upload stuff if you want to toggle and let them. And then you have the internal side, like to where if you're, you want to save all the shitty emails that they... Ooh, I stormed a lot today. The emails that they wrote you that you're like... And you label it like, "This client sucks," and then the dates, you can go back and see all the dates that they sucked, and you can keep that on an internal level. Um, I- that's my favorite, 'cause every team needs to be able to internally talk crap about their terrible clients, right? Exactly. And have it documented in one spot. So D- Mm-hmm Client Hub allows that.

Dan DeLong 33:14

Yeah. And, and, um, and, and that allows you then to have, you know, not just your client communications, but also your internal team communications about said client, uh, and, and being, um- You know, so that, uh, they, they don't hear, uh, those internal conversations or they- Yeah don't necessarily need to, uh, because, you know-

Sharrin Fuller 33:38

Oops.

Dan DeLong 33:38

it's, it's, you know, it's not like you're talking bad about your clients, but, you know, e- especially-

Sharrin Fuller 33:44

Did you not just hear what I said?

Dan DeLong 33:45

you know, handing off work, you know, between, between the, between the- Yeah team members that might be, "All right. I'm done with the reconciliation. You're ready for the..."

Sharrin Fuller 33:53

Yeah, and you have that internally on the bookkeeping task too, so we can have comments internally. So you've got the document sources and whatnot, and they have a sign feature. So for example, they need to sign the form that allows you to file the taxes. You put it in there, they sign it, it goes straight into their file, which is really kind of nice. And when you send them the docs, you could have it pre, um, assigned to where it's saved so you don't have to go and refile it again. Told you. Yeah. I'm a big Client Hub fan girl.

Dan DeLong 34:19

Yeah. So with, uh, this is like, uh, on the left side, this is what the client portal looks like to the client, uh, on the, on the Method side of things, and this is totally customizable, right? It's brandable to your own- Yeah to your own firm. Um, I presume that, um, Client Hub has the, has the same type of situation where you can have a, a branded, uh, client portal, um-

Sharrin Fuller 34:44

Eh...

Dan DeLong 34:45

Or not.

Sharrin Fuller 34:45

No.

Method Portal and Billing

Sharrin Fuller 34:46

They, they don't... Y- I don't think you have... So up in the corner you can have your business name and your logo, but it's not... I don't think they brand yet. Okay. Wait, do they? David will write in here and tell me- Yeah if I'm wrong. But, um-

Dan DeLong 34:58

Someone will, someone will, someone from Client Hub will-

Sharrin Fuller 35:00

Yes

Dan DeLong 35:00

uh, will keep

Sharrin Fuller 35:02

us honest on that. He said yes. So that answers whatever question I just asked.

Dan DeLong 35:06

Right. So, you know, looking at Method by the, uh, by itself, it does look as, as, as Yusuf was saying, it, it is a place for the client to go to see their agreements, uh, see their open- Mm-hmm transactions, pay them, um, and see the contact information. But that is just the tip of the iceberg of things that you can do because you can- Mm-hmm customize it to your liking to what your client c- can, can see.

Sharrin Fuller 35:33

Exactly. Yeah, yeah.

Dan DeLong 35:36

So proposals, engagements, and billing l- uh, engagement letters and billing, this is definitely gonna be a nod to, um, to Method, because that's out of the box. It's, it's, uh, it's core functionality, right? It's, uh- Yeah you're, you're gonna have the proposals, uh, options in there. Um, you'll, you'll be able to collect billing. They can, um... Is there a e-signature, uh- Yes option as well?

Yousif Elhakim 36:02

Yeah. So,

Sharrin Fuller 36:03

uh- Who's the billing through? Is it a Stripe connection?

Yousif Elhakim 36:05

Uh, no. Oh. So the, the billing- Yeah is actually done through a variety of payment gateways. Um, and they- Okay they use a tool called, uh, yeah, I mean, correct me, from Shuttle, I think it's called. So Shuttle is kinda like a payment gateway aggregator. So- Hmm it allows anyone with a s- particular payment gateway to easily connect through Shuttle, and then they can just pay through there.

Sharrin Fuller 36:28

Ah. Yeah. Okay, got you. Okay. Yeah.

Dan DeLong 36:30

And they are coming out with,

Yousif Elhakim 36:32

uh- Cool, I'll have to look

Dan DeLong 36:32

into that. Yeah They are, um, on the roadmap is, uh, Method Pay. Not Pay Method- Yes but

Anchor Integration Automation

Dan DeLong 36:37

Method Pay, which will give a lot more integrations and functionality, uh, that we've been seeing, um, on the-

Sharrin Fuller 36:44

Yeah, get that 3%, man. Mm. I'm telling you. That's where I need... That's where you, you just need to, like, move money. That's how you make money, just m- have people run it through you, hold it, and then pay it out. Yeah.

Dan DeLong 36:57

So with, uh, with Client Hub, you're gonna need something like, something to add to that. But fortunately, they have a really great, uh, integration with, uh, with Anchor, right? So they'll... Talk a little bit about that- Yes Sharrin.

Sharrin Fuller 37:10

So Client Hub is not a proposal billing tool. I don't think they ever wanna be. I'm speaking for them, but I just don't think it is. But it absolutely... Anchor, after QuickBooks, was, like, one of their first integrations. It seamlessly goes into Anchor. So every... You can, um... I have templates in Client Hub, and every one of my templates tie to a service or with the, with the detailed scope of work in Anchor. So when somebody buys that service and it executes, it pushes to Client Hub, and Client Hub launches that template for me. So my team, like, the best thing is, is while somebody onboard, somebody s- finalizes their, um, their agreement while I'm asleep, it launches the onboarding task to my accounting team, the onboarding task to my onboarding team, the l- checklist to my client, and then the client also gets on... They get an automatic invite into Client Hub, so they can start moving. So that way they're executing it on Friday, 'cause, you know, some clients are, they work weekends. Um, they can get all this stuff done while you're,

Tasks and Month-End Close

Sharrin Fuller 38:08

you know, at a baseball game. So yeah, it's all very automated. And as you know, Anchor doesn't have a, um, a monthly, a user fee. So that's- Right always nice

Dan DeLong 38:18

So it's really just pay for play. Yes Or pay for pay.

Sharrin Fuller 38:22

$5 per transaction, yeah. Per

Dan DeLong 38:24

transaction. Uh, workflow- Paid transaction and task. Yeah. Um, workflow and task management. So I think this is where Client Hub is gonna get the nod right out of the box, um, because as far as, like, creating projects and, and, uh, and tasks to assign to either your clients or, uh, or your team members to do certain things, that's gonna be Client Hub, like, right out of the box. I mean, that's, that's really its bread and butter, right, Sharrin?

Sharrin Fuller 38:53

Yeah. Yep, absolutely. I mean, uh, this, I teach... A lot of people join my community just 'cause they want my, my Client Hub templates, and checklists, and SOWs, and I'm getting there. But yeah, they- it's automated, uh, it automated as, as much as it possibly can be, like, to where now you actually need human interaction.

Dan DeLong 39:13

Now Method will have, um, out of the box, this, uh, this idea of activities whi- which are essentially tasks that you can, uh, assign to your client or, or other team members. Um, but again, this is where that sort of thing, if you want to build your own project templates and have those assignments, that's gonna be enrolling somebody, uh, like Yusuf, right, Yusuf, uh- Yeah to be able to customize those things.

Yousif Elhakim 39:39

Yeah, yeah, exactly. It's not out of the box with tasks lists and stuff like that. You kind of just have to build it through customization. Right.

Dan DeLong 39:47

Which then, you know, doesn't put the burden on the software developer- Yeah to, to come up with the, what those tasks are. It, it gives you that customization right out of the box. You know, like, I'm different, I can do this. You know, this is how I, how we do it here. Uh, and so we can just add that to, uh, into Method. Client bookkeeping tasks, this is also gonna be another nod to Client Hub, uh, because that's really- Where Client Hub sits, right? And being able to do those month-end tasks, the 1099 workflows, having a dashboard of looking at, looking into the QuickBooks Online and seeing that, um, you know, how, how everybody is, uh, set up as a, as a 1099, uh, contractor or vendor, uh, those types of things, uh, is gonna be native, uh, to, to, to Client Hub. Sharrin, anything you want to add about, uh, the Client Hub-

Sharrin Fuller 40:42

Yeah Client Hub capability? They have,

Dan DeLong 40:43

um...

Sharrin Fuller 40:45

So they, they put this month-end close and reporting when I was not using it, so I logged back in, and I was like... I was showing somebody how to use Client, I'm like, "Wow!" So they have a whole month-end reporting tool now that's really cool. Month-end close. It, it really makes it to where you can do everything in Client Hub and you don't really have to leave. Before, we'd have to go into Intuit and we'd download our reports, we'd upload to Client Hub, and now they're not, you don't have to do that anymore. But they have un-cats in there. Um, absolute request, um, documentation goes into the files. Um, yeah, and you totally have your, you have your dashboards, you have all of that. And you can, you can, you can customize... I mean, they have a, a general flow, but you can customize, like, tags and what you see, and filters and, and how you like to see it. Like I said, I'm a list person. Some people like those, the more Kanban style.

Dan DeLong 41:32

Now the, um, uh, with, with regards to, to Method, you know, one of the, I think one of the main functions or features, um, you know, to kind of keep in mind is that Method is gonna connect to your QBOA, right? Like, it's gonna be connecting to your practice, uh, in, in a, uh, in a, in a connective state. So client connections, uh, to... is, is gonna be a little bit more problematic or, you know, being more of an obstacle. So if, if you're looking for practice management software that does that sort of thing, um, you know, Method is not really gonna, uh, fit the need for that. But Intuit Accountant Suite might, right? Because you may have those functionalities, uh, built in there, uh, to, to augment or supplement the things

Method Customization Value

Dan DeLong 42:21

that that Method might not be able to do. Receipt

Sharrin Fuller 42:23

capturing. They're adding in receipt capturing. Just add in a GL, David. Damn. So I'm sitting here like he's going to respond back to me, like I'm like- Yeah.

Dan DeLong 42:34

He's very quiet.

Sharrin Fuller 42:36

Yeah, I know.

Dan DeLong 42:37

Now,

Sharrin Fuller 42:37

custom- I don't have Murph here to blow us up, so I need someone.

Dan DeLong 42:41

Now, customization, this is where Method's going to get the, the, the nod, right? So y- you have, in Client Hub, you have different tiers of, of core functionality. Uh, but-

Yousif Elhakim 42:53

Mm-hmm

Dan DeLong 42:53

a- and you're able to augment that with their, with their APIs. But natively, one-stop shop, uh, talk, uh, since Yousef, this is, this is your bread and butter as far as what you do. Uh, let's talk about the, the customization capabilities of, of Method.

Yousif Elhakim 43:11

Oh, I mean, customization with Method, I mean, think of Method as like your, your hub system, and you're connecting all your entire tech stack to the system. So now you're empowering your team to not have to swivel away and go through four or five different apps to do their job. They can do everything within Method CRM. And CRM... And it's just everything's in one place. It's a huge time-saver. Uh, with customization specifically, the, uh, I get this question a lot, which I didn't even think of until I heard my business owners reach out to me about it, was when we customize something, is there, like, an added reoccurring fee to the Method platform? Like for example, if we build you a custom app that you need for your business, do you have to pay a SaaS fee for that custom app? The answer is no, absolutely not. When you customize something in Method, it's just the time of customization. So if you know how to customize in Method, great. That means that, you know, you're going to essentially get your own custom tool for free out of Method.

AI Features and Pricing

Yousif Elhakim 44:11

But if you need someone to build something for you, yes, you are paying for a business solution specialist from the Method CRM professional services team, or you're paying for the partner's time to build it for you, but then you're not dealing with a recurring SaaS fee for that custom solution.

Dan DeLong 44:28

Right. Mm-hmm. All right. AI, uh, is gonna get, uh, a nod for, for Client Hub because they, they are incorporating- Client Hub's

Sharrin Fuller 44:38

magic. It's magic

Dan DeLong 44:42

They can pull rabbits out of hats

Sharrin Fuller 44:45

with the- And David just said they're adding Claude in, and I'm s- I... So I used to be a ChatGPT girl all the way, and then... And Claude was terrible. Like, I used to yell at Claude. I'm like, "What is wrong with you?" Um, and then two years later, Claude is now awesome, and I only use ChatGPT for, like, slight brainstorming or, "Hey, I wrote this email and I sound like an idiot. Can you de-idiotize me?" And then it will. It does that very well. But anything, like, research, creating or whatever, I... It's Claude. It's Claude. Oh, wait. I did this. We forgot. I did this sh- AI sh- robots versus people. Yeah. We all know how I feel. Yeah.

Dan DeLong 45:19

Right.

Sharrin Fuller 45:19

Forgot.

Dan DeLong 45:21

So as it sits today, there aren't any native AI features. Uh, obviously, as time goes on, that is likely going to, to, to change on the, on the roadmap for, for Method. Um, I know there is a app, uh, marketplace, uh, for augmenters, uh, to, to, um, to... for Method, for, for built-in, and it is, um... There, there is something I saw earlier today about, you know, something that is in that, uh, in that marketplace. So, um-

Yousif Elhakim 45:54

Yeah, they

Dan DeLong 45:54

definitely have- We'll stay tuned on that

Yousif Elhakim 45:55

they have plans to integrate, uh, and have more AI native features in the platform, for sure.

Dan DeLong 46:02

Now, pricing is, um, is going to be... A- and as we talk about their, their partnership and, and referral options, uh, that is where, uh, Method is going to, you know, have the, have the nod here. Um, because as, as Yusuf, you were saying, it, it is very, um, you know, you, you, you pay for what you use, uh, a- as based off of, uh, who a, who a user actually is. Um, and then Client Hub is just, uh, based... It, it... I don't want to say just, but I mean, it, it's based off of the tier. It's a, it's ano- uh, cost per user per, uh, per tier. Uh, so there, you know, like I said before, uh, Method does have a, um, a, a niche or, or industry specifics for field service management, the FSM. Uh, so $15 a month for per user, uh, per month for a, a, a field service worker, um, and they can be dispatched and, uh, scheduled and all of those things, uh, is, is fairly, um, competitive in the, in that marketplace. Um, and then you can see, you know, even the enterprise, uh, cost is, you know, is, is less than the practice management plus for, uh, for Client Hub. Uh, so let's go into the partner and reseller economics. Um, with the Method Partner Program, you actually get two, uh, two accounts, one for, that you can use as your, as your firm. You have a two-user, uh, for free. Uh, and you can a- attach it to your, to your, uh, to your firm books inside of Intuit Accountant Suite, um, and really put it through its paces, and there's no, no risk, you know, for, for doing that. Um, there is a referral partner program, uh, for, for Client Hub. Mm-hmm. Um, but, um, the one thing I, I appreciate about, uh, about Method's, uh, partner program is, uh, recurring, uh, because this now can be something that you leverage as a referral to your clients, right? So if you have clients who are in the nonprofit space or the- Yeah or, or just needing more, uh, and we've, we've had Method on before where we talk about, I, I love it as a, uh, bridging the gaps of, of clients that have moved from desktop into online because it, because of that customization piece, you can, um- Facilitate, uh, the things that were in Desktop, those workflows that were in Desktop in the online space. And because its synchronization is bidirectional, uh, and, uh, almost instantaneous, um, you do something in Method, it shows up in QuickBooks. You do something in QuickBooks, it shows up in Method, um, really quickly. Um, and they do have a certification program, and I do appreciate the snarkiness of the of the teacher. It's not me. It is-

Sharrin Fuller 49:03

It's not me either. I feel like... I was- I heard snarky, and I was like, "Wait, was that me? I didn't do it. It wasn't me, guys."

Dan DeLong 49:10

It is an engaging... He has an engaging way of keeping you, uh, you know, interested in, in the, uh, in, in, in the topics that he's going through. Um, and it is, it's, it's a really great, um, certification program of all of the ones that I've, uh, participated in. And then that gets you more, uh, referral, uh, revenue, uh,

Key Takeaways and Cohorts

Dan DeLong 49:31

for, for that. There you go. All right. Last, uh, second polling question. Oh. What is your biggest practice management pain point, uh, today?

Sharrin Fuller 49:40

Where'd it go?

Dan DeLong 49:41

And since we're running- There we are short... Did you get it?

Sharrin Fuller 49:45

I got it. I got it. I got... Oh, wait.

Dan DeLong 49:46

Okay.

Sharrin Fuller 49:46

Um. Gotta

Dan DeLong 49:48

launch

Sharrin Fuller 49:48

it. Launch.

Dan DeLong 49:49

There

Sharrin Fuller 49:50

it is. Launch. Okay. There you guys

Dan DeLong 49:51

go. All right So key takeaways, who gets the nod, right? So for Method, it's customizable, and through that customization, it can be an, an all-in-one solution, uh, for, for you as a, as a practice management. It's native bi-directional sync with QuickBooks Online as well as Desktop. So for you Desktop faithful out there that have yet to move off of Desktop but you want to implement something that is cloud-based that augments what QuickBooks can do for you and your firm, uh, y- Method, Method can do that as well. Uh, the firm pricing is, uh... Method partners are free for two, two users, and then you also have an extra demo account to, to show for your clients. Um, and then you're able to recommend that to, uh, to your clients. Whereas, uh, Client Hub is going to have that native practice management functionality and then those robust integrations with those preferred partners that they, that they work with. Mm. And then the purpose-built, uh, AI utilities that are built in within to be sprinkle over the magic. Right? So there's always a lot to cover in the, in the hour that we have, and we know that there's more, th- more questions that, that you might have. So we've, uh, we've set up a couple things in our respective communities to kind of go down the, those rabbit holes, right? So Yusuf and I are going to be doing a, um, cohort, uh, in September. Uh, we'll start in, uh, on September 30th. We'll have four live sessions, uh, between, uh, between them, and we'll cover, you know, an introduction to, uh, to Method, what it is. But really it's gonna be an open- Uh, an open timeframe where you c- you can really say, "Hey, I want it to do this." And then Yusuf can be there

Community Offers and Next Shows

Dan DeLong 51:50

for, "Yes, it can do that." Um, and then, you know, he, he can give us a little bit of a insight as to how you might be able to do that yourself or maybe you need to work with the customization team or a partner like Yusuf to really get a, get an understanding as to w- what you're, what you're doing there. So there's a link there for that. Um, and then, Sharrin, you want to talk about- No QR

Sharrin Fuller 52:13

code? Sure. So I, um, as you guys, like, y- I sold my firm for 2X revenue, and the reason that it sold for 2X was not because of the amount of clients I had in there. It was my automations. Um, no- a lot of people didn't believe the 2X. Roger at Accou- Universal Accounting didn't. I actually showed him. The SBA had to bring in two different companies to review, and they're like, "Okay, good." But it's because of the workflows and the efficiency and the process. And that is honestly the connections I have between Anchor and Client Hub, which is extremely automated. And what we're, what I do in there is I automate everything that is repetitive 'cause that should be automated, so it leaves time for you to handle the actual client relationship work, and it also allows you to reduce your team. You don't have to have a operations person. You don't have to have everybody. You just do it once. So what I have, um, I do have a lot of client... Oh, no, I, I have, uh, yes. So I am going to be getting all of this in there. Um, I need, I'm going to start this week after this call of, um, really just how I, how I connect, start from Anchor into Client Hub, run everything through. This is in my community. The QR code's there. Like I said, if you join via the QB Power Hour link, you get 14 days free. There's no- Re- like, it's a cancel at any time. It's month to month. But you do get those 14 days free, and you can at least come check it out. You will, if you join, you also get a copy of my book and a one-on-one mini assessment. Um, and that's can be all in your 14 days. If you leave after that, I won't, um... I actually will be super hurt and want, want to know why. But I want the, I want the f- I'm like, "What did I do?" Um, but yeah, it's all about really building this. I'm not agnostic in my community. Sorry, everybody. It's my ways that I did things, and then you can apply it to whatever software you want, but it works best if you apply it to the stuff that I have. But either way, my ways translate. I just don't want to l- learn new software. Is that just crappy? Well, I mean, if

Dan DeLong 54:08

you-

Sharrin Fuller 54:08

Yeah, it's okay.

Dan DeLong 54:08

No, I mean, i- if, if somebody came to me and said, "Well, how do you do this in Xero?" I would be-

Sharrin Fuller 54:13

Xero, you'd be like, "I don't know, man. I teach QuickBooks." Yeah. Yeah. And it makes it to where, like, I'm, I'm efficient. I'm super... I am, I am e- it... Client Hub needs to give me the certified pro badge. David, make me one. I have one for Anchor. Like, I just know this stuff like the back of my hand, and so I can easily set up problems. So that's what I do, all of that. And that's what you'll have.

Dan DeLong 54:34

Mm-hmm.

Sharrin Fuller 54:34

The QR code works, so.

Dan DeLong 54:37

So this next time on the QB Power Hour... No, this is not next time. I put the wrong slide in there.

Sharrin Fuller 54:43

Well, darn. Next time is- Now we have nothing to look forward to. Just kidding.

Dan DeLong 54:47

Next time, the, I skipped a, I skipped a session there. Now that I realize that, I'm like, I'm looking at my, at the date- We're just so excited to see Hector and I'm like, there is another one. We are actually having... Yeah, I want to, I want to, I want to talk with Hector. But we are going to have Hector on the 18th to talk about the updates to, um, Intuit Enterprise suite. Uh, he has been, um, working with Intuit on the, on the, on those updates and, and he is probably, of the folks out there in the accountant community, uh, other than the, our friends over at, uh, Fourlane, uh, Hector's probably, you know, has his ear on the pulse. No, finger on the pulse. That would be kind of weird to put your ear, uh, on someone's pulse. But, uh, he has his finger on the pulse of, uh- We

Sharrin Fuller 55:31

don't judge.

Dan DeLong 55:34

Thank you.

Sharrin Fuller 55:34

Well, we do, but quietly, not to your face.

Dan DeLong 55:36

Okay, good. Uh, the Intuit Enterprise Suite, uh, updates will be on the 18th. Next time, we're actually having Zoho come on and talk about, uh, their platform as we do another session of is the grass greener, uh, somewhere else in, uh, in the accounting, uh, ecosystem? So we'll, we'll have a CAS practitioner who did transition from QuickBooks to, to, to his, his pra- his entire practice from, uh, QuickBooks to Zoho, and we'll be learning about tha- that, that experience, uh, next time on the QB Power Hour. But you can register for all of those at, uh, qbpowerhour.com. Um, and then it will turn into a just a recurring, uh, series so you don't have to register, uh, all the

Onboarding Experiences

Dan DeLong 56:22

time Last poll question, was this information useful? And while people are, um- Oh, I hate

Sharrin Fuller 56:27

this one

Dan DeLong 56:28

answering.

Sharrin Fuller 56:29

Oh, it won't even let me launch a poll. Uh,

Dan DeLong 56:31

because you haven't ended- Oops.

Sharrin Fuller 56:32

Because-

Dan DeLong 56:33

the last one.

Sharrin Fuller 56:34

Oh, I only had three hours of sleep last night. There we go. Okay, launch.

Dan DeLong 56:38

I'm gonna launch.

Sharrin Fuller 56:39

There we go.

Dan DeLong 56:39

Oh.

Sharrin Fuller 56:40

I did

Dan DeLong 56:40

it. Okay, you launched. Okay, you launched.

Sharrin Fuller 56:42

I did it. I did

Dan DeLong 56:42

it. Uh, Y- Yusuf, any, um, any closing thoughts as we kind of wrap up, uh, the, the, the session here today?

Yousif Elhakim 56:50

Uh, no, not really. I, I would say, uh, if you're in the market for a practice management, uh, platform, uh, obviously take a look at Client Hub and do your fair assessment of it. As well as, you know, reach out to me or, or Yemi, who's on this chat here, and, uh, we can hook you up with a demo. I know, uh, someone from Method will go ahead and show you around the platform if you wanna ask as many questions as you'd like. It's completely free, no strings attached. Uh, and you'll get a good answer as to whether or not Method is the right platform for you. Yeah.

Dan DeLong 57:25

Yeah, and that's, that's one of the things, I think you, you brought up a good point. I think their onboarding for Method is... Uh, I was really impressed with that, that process, right? Yeah. Like, you can set up a, a trial, and then the first thing it does is ask you to connect to QuickBooks. And while you're doing... while it's doing that, and you can actually see the data inside of Method and see how natively it, it, uh, synchronizes between the two. The next thing it does is set up a session with the account executive so that they can get kind of a wish list of what do you want Method to do, and then immediately they include a one-hour customization session. So then you book that in there. Mm-hmm. So the, the, the onboarding process, I think, for, for Method is really, uh, really great as, as far as, like, taking out the intimidation factor because I saw somebody who's like, "I was in there, and it looked really confusing." And it is. Mm-hmm. You know, if, if you're, if you're dumped off in the deep end of a pool of any app, new application, I think the learning curve is, is really hard, right? So to have, you know, this whole process, it's set up inside of the, you know, Getting Started option- Mm-hmm is, uh, is, is really great, uh, from the Method side. Do you have... Can you, can you s- um, since your, since your team selected Client Hub, what was the, the onboarding experience like for, uh, for Client Hub?

Sharrin Fuller 58:51

Oh, man, that was so long ago. Any- So I'm gonna be real with you. Let's not even... I don't care how great the platform is. Transitioning project management tools is painful, and you really... I- it's, it's painful, um, because you're coming off something else, going to a new. You're getting... You know, I think the hardest thing for my team was terminology was different than what we were using. What we called this there was called this here. That was, I think, the hardest part. But, um, after they were in, it was okay. But we also... It's a good time to change when you're like, "My systems are a mess. I need to put in new processes. I need a new do, do, do, do, do, do, do, do, do new templates."

Final Wrap and DMs

Sharrin Fuller 59:29

Um, that's the best time to do it. So i- it... Yeah, it's... I, I don't think it was bad. And if it was, it was because we were resetting everything up and coming off Elysio, and Elysio didn't export. But anyhow, um, project management transition is painful. Doesn't matter. Yeah. I'm not even gonna lie to you. Know, know what you're in

Dan DeLong 59:47

for.

Sharrin Fuller 59:49

Absolutely. And, and that's- And just so everybody knows that I love Dan, I don't know if you saw the poll question, but we wanted to know if anyone would like to learn more about- Yeah the fishbowl.

Dan DeLong 59:59

Yeah, I, um-

Sharrin Fuller 1:00:00

Just the fishbowl. The one The fishbowl. The one.

Dan DeLong 1:00:04

There is only one

Sharrin Fuller 1:00:05

fishbowl. We, we, we obviously d- forgot to check our polls on this time, but, you know, if you want to learn more about any of this- If you want to learn about the fishbowl any of us, uh, you can absolutely- All right hit us up. DM, yeah, DM anytime, anywhere. Um, that sounds ter- really like an invitation I should not be opening, but I love talking about Client Hub, so.

Dan DeLong 1:00:27

All right. Well, we will see you next time on the, uh, QB Power, where we'll be talking about, uh, is the grass greener with Zoho? Hope everybody has a great week, and we'll see you next time on the Power Hour.