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

WEBVTT
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Well, welcome everybody to another QB Power Hour.
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Today we're gonna be, uh, doing an app showdown, uh, with, uh, Client Hub versus Method:CRM.
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This is gonna be an really interesting take on these types of things because one is...
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One does things natively and one can be customized to be do, do things natively.
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So, uh, Sharrin and I will be I don't know, putting up our dukes.
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Our dukes?
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Are we fighting?
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We- Uh, you know, I would really love...
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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.
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Can we do, like, Financial Sense versus Hi- Client Hub versus, like, Canopy and just see who wins?
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It'll be like a, uh-
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Raise your hand if you'd watch that.
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Oh, look, there's David.
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David can represent Client Hub.
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Or do you see David?
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There we go.
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He raised his hand.
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He's in.
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He's
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wearing his Jell-O.
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You need, like, a platform World Cup, you know, and you, you have this tournament- Right once every four years on the podcast.
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Okay, but I want celebrity death match style where everybody, like- That's right creates...
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Oh, this may be a thing.
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This, uh, this may be a thing, so.
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Might be.
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Sorry, everyone.
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Typical Sharrin derailment.
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Right.
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Happy Monday.
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It is my Monday.
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I put- Happy
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Mon- uh,
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Tuesday.
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Oh, wait a minute.
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What did I, what
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did I just put in?
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No, it's
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my Monday.
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It's your Monday.
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Fair enough.
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I'm trying to put the handouts in the chat.
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It's in there.
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Uh.
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Oh, I saw it.
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Uh, in...
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No, that was- Oh, because- That was, that was, uh, Yusuf's, uh, panelist invite that
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got- I know
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thrown in with that piece.
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Oh,
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whoops.
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Let me copy.
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That's always fun.
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There we go.
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All right.
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The handouts- All right are now in there.
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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-
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My boy, David.
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So- David's hand uh, as you- There's no light in my eyes.
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Where's my mouse?
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Where is my mouse?
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There's my mouse.
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We're a mess.
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There we go.
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Are we a mess a lot in here?
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We're a mess a lot in here.
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As always, support, uh, support our spotlight sponsors.
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That's what keeps, uh, the, the QB Power Hour free for everyone.
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Um-
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Yep
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Method is one of them, so, um, of course that is my allegiance.
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Thank you, Method.
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Um, if you do wanna go beyond the QB Power Hour with Sharrin or myself, we each have our own respective, uh, communities.
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I'll love to have you, uh, joining us there.
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Uh, Sharrin, your Clone Conquer is more about getting out of your own way as a firm owner, right?
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Oh, yeah.
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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.
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I teach...
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I don't have an agnostic tech stack.
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I'm an Anchor, Client Hub girl.
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Sorry, sorry.
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We know I'm, I'm on team Client Hub over here, so it's okay.
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But, um, um, yeah, so I teach quite a bit.
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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.
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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.
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I love feedback.
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Dan, when are you guys- Mm-hmm going over to School of Bookkeeping?
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I, you know- Yes I, I need to get in there at some point, but-
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Yeah, so we have, um, we have- Our, our, our motto there is learning QuickBooks your way, right?
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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.
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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-
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Get a good Dan handhold.
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That's right.
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I have two of them- and they're available, uh, at least for two of them.
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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.
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Uh, Yusuf is joining us, so, um-
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Look at that picture.
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That's a happy dude.
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I'm always, always happy.
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Friend of the show.
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Yeah.
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Uh, friend of Method.
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I like to refer to him as the Danalong of Method- Yeah.
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Oh because we share, we share the same journey where we worked for the company that we now work with.
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So- Mm-hmm.
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Um, so you
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had a- Wait, you guys both wor- Oh, you both worked at Intuit or you both worked at Method?
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No.
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I worked at Method.
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What- He worked at Intuit.
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But we kind of just stepped out, left Method and Intuit and became partners.
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Oh,
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okay, okay.
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I, I was misunder- Okay, got you.
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Yeah, yeah.
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Sorry, keep going.
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I was like- We-"Wait a second, Dan.
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I n- know that about you." Yeah.
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It wouldn't be the first time I was misunderstood.
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But Yusuf worked at Method, and now is, has his own practice supporting clients using Method, right?
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So-
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Yeah
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uh, what did, what did you do there?
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You, you did, uh, mostly leading up the team that helped with the customization?
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Yeah, so majority of my time I was a team lead there.
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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.
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Uh, and then I left.
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I went to the biggest, baddest wolf on the block, Salesforce- and realized this is not for me.
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I don't like it.
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I like...
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Salesforce, you're working on bigger projects, enterprise level, and you're not really talking directly- Mm with, like, own- business owners.
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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?
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So I wanted to actually talk to people who were, if I implement something for them, uh, you can see it in their face.
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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?
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So I left Salesforce and I came back as a partner for
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Method.
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That is, that says a lot, right?
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Like, you know,'cause Salesforce is, like, the, I guess, gold standard of CRMs, right, for, for enterprise level things.
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Intuit uses Salesforce.
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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?
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Mm-hmm.
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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.
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Yeah.
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Yeah.
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Salesforce is definitely like a, a...
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It's a, it's, it's a plat- It's a good platform for some companies, but it's meant for enterprise-level companies- Yeah not really- Absolutely mid-market or-
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Yeah, I-
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So
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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
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red flag.
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That's usually a red flag right there.
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Yeah.
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That's, uh...
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You're a little out of your-
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Yeah
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sandbox there.
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Yeah.
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So, um, we have...
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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.
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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.
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But by and large, um, you know, we hear, we heard that-
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Trial and error, man.
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It's how you learn.
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You gotta...
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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.
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Um, but it's okay.
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Yeah.
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So all of you that are like,"Why do I have to register for every one?" You don't anymore, just one.
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We're gonna do that.
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So what we are doing is going back to the one recurring registration.
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So starting in August, which is our next, uh, QB Power Hour, is, uh, is just going to be a, um, a single registration...
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or a one registration, and it will, and it will be recurring.
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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.
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We'll give that time off.
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Uh, Christmas and those types of things will be at, um, Intuit Connect during one of the normal schedules, so we, we skipped over th- that.
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So we do have, uh, the, the, the times planned out for the next, um, you know, to, for 2026.
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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.
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So today, uh, we are going to be, uh, let's launch the first, uh, poll question.
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I got this.
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I got this.
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Thank you.
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So we're gonna be talking all about, uh, practice management, uh, software.
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As, uh, as firms and accounting professionals, what does practice management, um, look like?
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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.
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Are you, are you actually blowing raspberries?
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Uh-
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I'm so anti-Intuit right now that I'm bitter.
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I went from,"Hey, guys, they're not so bad," to-
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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.
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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.
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Um, is there's, there's been some news over the last, uh, week.
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You probably received a couple emails about what is actually happening with, um, with Intuit Accountant Suite.
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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.
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Um, if I go onto the, uh, Intuit Accountant Suite, you know, and, and sign up new, uh, looks like it goes until January.
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So there's a little bit of confusion as far as when those dates are actually ending.
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Um, and anything up until that day is subject to change anyway, right?
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So those dates are, are never concrete because in reality that should have already occurred because we're doing- It's been like
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the fourth time, I swear to God- Right since I've been on here that you're like,"Next month."
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Exactly.
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They, uh, you know, kick the can down
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the road.
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But they've already increased their prices for it, just so you know.
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Don't you worry.
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Don't you worry.
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Ooh.
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Well, there's no, there's no additional changes in the cost of the Intuit Accountant Suite, but QuickBooks Online underneath- I
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don't know, I just got price...
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Yeah, I just got price changes for a few different clients.
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I'm like- Yeah oh, yay.
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Yay.
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Downgrade.
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So as it sits, uh, today, uh, Core, which is the, what you, what you see today with, uh, QBOA, that is free.
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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.
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Um, Accelerate is 149 a month.
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There's no user fees or anything like that, but 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.
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Um, so- Mm-hmm.
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And, um, Sharrin, you did do taxes as part of one of the firms you sold.
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I personally
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did not- But- but my firm did.
00:12:48.375 --> 00:12:52.625
Well- And we did, we used ProConnect because we were- Yeah QBO exclusive.
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Um, you, anyhow, so we used ProConnect, yep.
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Yeah, mm-hmm.
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What a worldwide taxes, honestly.
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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?
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Oh, me?
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I, I quit doing taxes a long time ago- and people are like...
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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.
00:13:22.695 --> 00:13:28.215
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?
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I went,"Oh, I can't do this anymore." I'm done.
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I have an active PTIN.
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I have my EFIN.
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Everything's registered- Yeah to me, and I keep it active.
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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.
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They're like,"You can't say that, Sharrin."
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Fair enough.
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Fair enough.
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But it, the...
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when you do have-
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Anarchy
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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.
00:14:07.735 --> 00:14:20.325
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.
00:14:20.745 --> 00:14:21.735
Uh, and, and it- Yeah,
00:14:21.735 --> 00:14:22.014
yeah
00:14:22.044 --> 00:14:25.245
it does put a, a really nice way to- Do
00:14:25.245 --> 00:14:25.534
you-
00:14:25.544 --> 00:14:31.644
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-
00:14:31.784 --> 00:14:32.325
That's really cool you're
00:14:32.325 --> 00:14:32.705
on your way.
00:14:32.754 --> 00:14:33.075
Do you...
00:14:33.115 --> 00:14:35.695
So do you have, like, d- do you have, like, screenshots and stuff of that?
00:14:35.695 --> 00:14:38.845
I'd be cur- send to me personally,'cause I don't have access anymore.
00:14:38.845 --> 00:14:41.315
I sold it, and I'm not gonna- sign up for a new account.
00:14:41.634 --> 00:14:52.174
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?
00:14:52.174 --> 00:14:52.595
So...
00:14:52.715 --> 00:14:54.985
I might be able to find something for you, Sharrin.
00:14:55.115 --> 00:14:56.355
Thanks, Dan.
00:14:56.434 --> 00:14:56.855
Sure.
00:14:57.495 --> 00:14:58.445
So let's talk about- All right, let's
00:14:58.445 --> 00:14:59.294
get into this.
00:14:59.745 --> 00:15:07.184
Let's talk about the core functions and, and, uh, of, of what practice management software, uh, uh, really is.
00:15:07.184 --> 00:15:11.095
And, and so the main thing, and, and as...
00:15:11.465 --> 00:15:19.434
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.
00:15:19.725 --> 00:15:28.034
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...
00:15:28.274 --> 00:15:34.794
I, I'm not as intimate into what is ne- needed from a practice management standpoint from accountants.
00:15:34.804 --> 00:15:54.475
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?
00:15:55.817 --> 00:15:56.397
I think so.
00:15:56.397 --> 00:15:58.447
I mean, there's some other build-ins as well.
00:15:58.486 --> 00:16:06.466
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.
00:16:07.147 --> 00:16:12.326
It should all be in one spot, and users should be looking at, like, UIs for the difference, right?
00:16:13.017 --> 00:16:13.366
Yeah.
00:16:13.366 --> 00:16:23.956
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?
00:16:24.067 --> 00:16:39.397
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.
00:16:39.427 --> 00:16:45.527
Maybe Client Hub does this a little bit better, and maybe, uh, Intuit Accountant Suite is okay, right?
00:16:45.917 --> 00:16:53.716
Um, so we're not gonna necessarily say that, you know, always use this one or always use this other one.
00:16:54.027 --> 00:17:04.020
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?
00:17:04.290 --> 00:17:04.681
One-
00:17:04.941 --> 00:17:05.280
Yeah
00:17:05.391 --> 00:17:09.780
So, so let's go into some of the head-to-head, uh, comparison between these, uh, three.
00:17:10.270 --> 00:17:16.141
So the core identity, and this is where we're coming from, you know, kind of two different perspectives.
00:17:16.560 --> 00:17:21.510
Method is, by its nature, a CRM, right?
00:17:21.510 --> 00:17:21.550
Yeah.
00:17:21.550 --> 00:17:23.131
Where it, it, it will...
00:17:23.641 --> 00:17:36.510
It's designed for that, um, proposal to billing, uh, client, um, management, relationship management, uh, types- Mm-hmm of things, right?
00:17:36.510 --> 00:17:39.611
Where it's, it is a, it is a general purpose, right?
00:17:39.611 --> 00:17:53.181
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?
00:17:53.851 --> 00:18:03.990
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.
00:18:04.290 --> 00:18:08.611
So that's- Mm-hmm kind of the two different perspectives that we're, that we're looking at here.
00:18:09.421 --> 00:18:15.131
And then I guess Intuit Accountant Suite would be, like, the, the shallow end of the pool, right?
00:18:15.730 --> 00:18:26.060
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.
00:18:27.121 --> 00:18:34.050
So, um, so it does give you, you know, insights into maybe what you might need to do, right?
00:18:34.050 --> 00:18:36.010
So as we, as we- Yeah talk about these things.
00:18:36.471 --> 00:18:40.191
But the thing about Method is that it is...
00:18:40.211 --> 00:18:42.601
And, and we'll talk about this when we get to, get to that.
00:18:43.080 --> 00:18:43.340
The...
00:18:43.490 --> 00:18:59.451
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.
00:18:59.871 --> 00:19:04.830
So Yusuf, you want to talk a little bit about, about that, that perspective?
00:19:05.750 --> 00:19:06.161
Yeah.
00:19:06.161 --> 00:19:09.530
So I mean, when you look at...
00:19:09.530 --> 00:19:11.810
When I look at Client Hub and Method:CRM, right?
00:19:12.010 --> 00:19:15.250
Client Hub is the out of the box.
00:19:15.671 --> 00:19:19.351
You're going to get majority of the stuff you need probably.
00:19:19.381 --> 00:19:20.211
Maybe you won't.
00:19:20.280 --> 00:19:22.590
You have to do an assessment of Client Hub, right?
00:19:23.070 --> 00:19:42.260
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.
00:19:42.260 --> 00:20:05.086
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-
00:20:05.196 --> 00:20:09.737
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.
00:20:09.946 --> 00:20:10.636
Yeah, yeah.
00:20:10.636 --> 00:20:12.346
No, because we get calls- Which is not
00:20:12.406 --> 00:20:13.656
organic, by the way.
00:20:14.297 --> 00:20:14.967
Don't let them fool you.
00:20:14.977 --> 00:20:15.247
We'll
00:20:15.856 --> 00:20:24.557
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
00:20:24.557 --> 00:20:27.936
soap company." This wood polish is super greasy-'cause I use the wood polish on my desk.
00:20:27.987 --> 00:20:28.596
No, I get it.
00:20:28.596 --> 00:20:29.576
I, I agree.
00:20:29.576 --> 00:20:30.626
Maybe a rebranding, Yemi?
00:20:31.106 --> 00:20:31.787
I don't know.
00:20:31.797 --> 00:20:32.856
Maybe we can talk about it.
00:20:32.856 --> 00:20:33.156
We'll give you
00:20:34.047 --> 00:20:34.287
some ideas.
00:20:34.287 --> 00:20:40.019
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
00:20:40.019 --> 00:20:40.916
need my help with that?
00:20:40.916 --> 00:20:43.277
I'm really good at bullying people to do, making the right decisions.
00:20:43.336 --> 00:20:44.166
Oh, please.
00:20:44.596 --> 00:20:46.277
I'll, I'll talk to Yemi.
00:20:46.517 --> 00:20:50.767
Um, and look, e- even yell at- Yemi's messaging in the chat saying,"Come with you." I know, I see
00:20:50.767 --> 00:20:50.787
it.
00:20:51.616 --> 00:20:56.287
So it's, it's an ERP automation system.
00:20:56.297 --> 00:20:57.467
That's really what it is.
00:20:57.467 --> 00:20:57.547
Okay.
00:20:57.626 --> 00:21:00.382
Like, when, when people look at Method CRM, they...
00:21:00.382 --> 00:21:08.866
And, and E- it's an ERP automation system that is affordable to small to medium size and mid-market companies, right?
00:21:09.126 --> 00:21:17.426
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?
00:21:17.446 --> 00:21:22.757
Even their license fees are, are really expensive, but they're meant for enterprise level businesses, right?
00:21:23.126 --> 00:21:24.656
So people are like,"I want that.
00:21:24.676 --> 00:21:33.656
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?
00:21:33.967 --> 00:21:35.846
So speaking to your...
00:21:35.977 --> 00:21:39.156
Method CRM, yes, it is built like a CRM.
00:21:39.247 --> 00:21:49.487
It does have other aspects that don't typically f- uh, fit or fall in the CRM bucket, like the field service management s- uh, module that it has, right?
00:21:49.487 --> 00:21:50.787
Mm-hmm.
00:21:50.787 --> 00:21:50.807
Um,
00:21:51.207 --> 00:22:02.656
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?
00:22:02.747 --> 00:22:05.317
Uh, so that's, that's the way I look at it.
00:22:05.807 --> 00:22:18.267
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?
00:22:18.277 --> 00:22:20.317
So I'm going to teach everybody something fun.
00:22:20.656 --> 00:22:21.166
When you...
00:22:21.686 --> 00:22:25.636
So as for practice management tool, I was not using it, right?
00:22:25.686 --> 00:22:27.567
I don't do the client work.
00:22:27.626 --> 00:22:28.707
My team did.
00:22:28.926 --> 00:22:33.755
So at the time, we were using- Blisio and Teamwork.
00:22:33.765 --> 00:22:40.434
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...
00:22:40.674 --> 00:22:45.684
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.
00:22:45.815 --> 00:22:46.384
Guess what?
00:22:46.384 --> 00:22:49.335
You get to use it." Everybody, that p- accountants especially don't like change.
00:22:49.595 --> 00:22:54.845
So I told them to go figure it out, and it came down to Financial Sense and Client Hub, and they chose Client Hub.
00:22:55.434 --> 00:23:07.434
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.
00:23:07.464 --> 00:23:09.755
It's like a completely different platform.
00:23:09.755 --> 00:23:12.674
So I have a lot of people who are like,"Oh, I used Client Hub back in the day.
00:23:13.075 --> 00:23:16.875
It was all right, but it was missing features." They have them all in there now.
00:23:16.875 --> 00:23:19.065
And, and if anybody knows me, I...
00:23:19.154 --> 00:23:23.025
If it's not in my calendar or my project management tool, it does not happen.
00:23:23.035 --> 00:23:26.394
And usually if it's in my calendar, it's in my, like, 32 things.
00:23:26.755 --> 00:23:30.075
So I am, um, pretty OCD on my project management tool.
00:23:30.105 --> 00:23:40.375
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.
00:23:40.375 --> 00:23:42.085
So I am, um...
00:23:42.125 --> 00:23:43.115
Client Hub doesn't pay me.
00:23:43.144 --> 00:23:44.214
I take no money from them.
00:23:44.244 --> 00:23:44.934
They love me.
00:23:45.144 --> 00:23:47.194
They do promote me because I promote them.
00:23:47.194 --> 00:23:48.105
But, uh, I don't...
00:23:48.355 --> 00:23:55.884
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...
00:23:55.934 --> 00:24:01.085
I'm sorry, on my firm five hours a week because the automations were just so on point.
00:24:01.125 --> 00:24:02.744
SOPs, templates.
00:24:03.644 --> 00:24:04.144
Yeah, that's...
00:24:04.174 --> 00:24:27.785
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?
00:24:27.785 --> 00:24:30.394
And, and you've, you've found that...
00:24:30.494 --> 00:24:30.674
Oh.
00:24:31.785 --> 00:24:32.265
Okay, so just- So let's
00:24:32.414 --> 00:24:32.684
be...
00:24:32.684 --> 00:24:39.194
I, I do want to be, um, transparent about one thing is they are working on a lot of their integrations.
00:24:39.204 --> 00:24:46.825
So I feel like the integrations they have are maybe'cause I called up and I'm like,"Give me that integration." Like I said, I bully people to make the right decisions.
00:24:47.154 --> 00:24:53.855
So it's got, like, the accounting software, QuickBooks, um, it, um, Xero, uh, Anchor, and a couple of other things as well.
00:24:53.855 --> 00:24:56.664
But I want that Slack integration, David.
00:24:57.434 --> 00:24:58.835
I'm putting you on blast right now.
00:24:58.835 --> 00:25:00.315
Give me my Slack integration.
00:25:00.325 --> 00:25:00.345
Yeah.
00:25:00.355 --> 00:25:01.115
Give it to me.
00:25:01.144 --> 00:25:01.744
All right, go ahead.
00:25:02.664 --> 00:25:08.944
So looking at just kind of like the, the overall, you know, navigation, you know, side by side, right?
00:25:09.325 --> 00:25:27.484
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.
00:25:27.825 --> 00:25:51.815
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.
00:25:52.394 --> 00:25:55.984
Uh, Client Hub- Mm-hmm um, is prettier.
00:25:56.105 --> 00:25:57.174
I'm gonna say that, right?
00:25:57.224 --> 00:25:59.535
Like looking at it- I agree.
00:26:01.055 --> 00:26:08.505
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
00:26:08.505 --> 00:26:08.525
be.
00:26:08.525 --> 00:26:17.065
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.
00:26:17.065 --> 00:26:23.095
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.
00:26:23.105 --> 00:26:23.125
Mm-hmm.
00:26:23.134 --> 00:26:25.855
But at least it gives you a general idea of what you can see-
00:26:26.275 --> 00:26:26.295
Yeah
00:26:26.424 --> 00:26:28.105
um, anyhow.
00:26:28.545 --> 00:26:29.894
So kind of getting around, right?
00:26:29.954 --> 00:26:33.335
The, there's, there's kind of tiles in Method, whereas there's-
00:26:33.525 --> 00:26:33.795
Mm-hmm
00:26:33.795 --> 00:26:36.234
I, I don't know what you would call them in, in, in Client Hub,
00:26:36.785 --> 00:26:37.404
where there's kind of like sections.
00:26:37.404 --> 00:26:38.505
Um, you can look at it a little bit...
00:26:38.505 --> 00:26:43.125
They have different layouts that you can look at, but I just gave the one sample client.
00:26:43.125 --> 00:26:43.154
Okay.
00:26:43.384 --> 00:26:46.315
On the side you could see there's like a, you see the four squares.
00:26:46.315 --> 00:26:47.734
You can, like, do the, what is it called?
00:26:47.734 --> 00:26:48.595
Kanban.
00:26:49.085 --> 00:26:49.755
I don't like that.
00:26:49.765 --> 00:26:50.105
I need a list.
00:26:50.474 --> 00:26:50.684
Yeah.
00:26:51.154 --> 00:26:52.085
You need a list, yeah.
00:26:54.333 --> 00:26:54.712
All right, moving on here.
00:26:54.712 --> 00:27:06.143
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?
00:27:06.163 --> 00:27:07.782
You can assign them tasks.
00:27:07.792 --> 00:27:07.813
Mm-hmm.
00:27:07.823 --> 00:27:10.343
You- they can, uh, you know, make requests of you.
00:27:10.762 --> 00:27:17.032
Um, and, and that client portal i- uh, you know, more importantly, pay their bill, right?
00:27:17.032 --> 00:27:23.682
Like, those are, those are things that you want clients to do and have, have the ability, uh, to, to see.
00:27:23.682 --> 00:27:35.512
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?
00:27:36.393 --> 00:27:44.182
Um, Method doesn't have a, a robust document management tool out of the box- Mm-hmm um, especially in their portal.
00:27:44.252 --> 00:27:47.303
Uh, so I don't even think they have...
00:27:47.333 --> 00:27:58.813
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 be able to view their transactions and pay for the transactions.
00:27:58.823 --> 00:28:01.603
That's how the portal was built in Method, right?
00:28:02.272 --> 00:28:13.823
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.
00:28:15.472 --> 00:28:20.343
Does it connect, somebody just asked, does it have any integrations into Google or anything like that?
00:28:20.442 --> 00:28:23.252
Any Zaps or API backend?
00:28:23.252 --> 00:28:23.272
So,
00:28:23.752 --> 00:28:24.143
yeah.
00:28:24.143 --> 00:28:28.432
So I mean, that's where you want to talk to, uh, a partner, I would say.
00:28:28.432 --> 00:28:31.880
And, and Yemi, correct me if I'm wrong, but I don't know if this is some- Correct
00:28:31.880 --> 00:28:32.432
him, Yemi.
00:28:32.932 --> 00:28:33.792
Yeah, please.
00:28:34.042 --> 00:28:40.153
Uh, I don't know if this is something that's outside of the s- scope, uh, of their professional services team.
00:28:40.653 --> 00:28:47.502
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.
00:28:47.512 --> 00:28:50.883
Like, I've done it for Dropbox, I've done it for SharePoint- Yeah.
00:28:51.403 --> 00:28:52.303
Oh, okay, okay
00:28:52.353 --> 00:28:53.323
um, Slack, everything.
00:28:53.353 --> 00:28:54.022
What do you do with that?
00:28:54.022 --> 00:28:55.303
With Make or Zapier?
00:28:55.303 --> 00:28:55.849
What are you doing with that?
00:28:55.849 --> 00:28:55.942
N8N.
00:28:55.942 --> 00:28:56.702
Do they have an open...
00:28:57.002 --> 00:28:57.272
What?
00:28:57.282 --> 00:28:57.792
N- Eight- N8N.
00:28:59.674 --> 00:29:00.424
I don't even know.
00:29:00.444 --> 00:29:01.394
You just spoke
00:29:01.805 --> 00:29:02.674
alien to me.
00:29:02.684 --> 00:29:06.934
N8N is, N8N is the underrated hero, the Dark Knight of-
00:29:06.964 --> 00:29:07.984
Spell that one more...
00:29:08.265 --> 00:29:08.805
Spell that.
00:29:08.884 --> 00:29:09.204
N-8-
00:29:09.595 --> 00:29:09.894
N-A-
00:29:09.954 --> 00:29:10.724
A-N.
00:29:10.815 --> 00:29:11.365
Yes.
00:29:11.694 --> 00:29:13.115
N-8-A-N?
00:29:13.484 --> 00:29:13.744
No.
00:29:13.785 --> 00:29:14.805
And so look at James.
00:29:14.825 --> 00:29:16.825
James' message- In the chat N8N.
00:29:17.644 --> 00:29:19.085
The hell is that?
00:29:19.204 --> 00:29:19.694
You know what?
00:29:19.694 --> 00:29:19.755
All right, I'll look it up.
00:29:19.755 --> 00:29:24.585
I am honestly shocked of how many people, um...
00:29:25.644 --> 00:29:26.275
Oh, so there you go.
00:29:26.275 --> 00:29:27.045
Yemi corrected me.
00:29:27.045 --> 00:29:28.694
So their team do do integration.
00:29:28.694 --> 00:29:29.589
So I apologize with that.
00:29:29.589 --> 00:29:29.775
Okay.
00:29:29.775 --> 00:29:30.994
I, I, I wasn't sure.
00:29:31.005 --> 00:29:31.255
Okay.
00:29:31.494 --> 00:29:35.115
Um, I'm, I'm not too sure if they're allowed to use other, like, integrator platforms.
00:29:35.115 --> 00:29:36.384
N8N.
00:29:36.384 --> 00:29:46.125
But N8N- N8N is the, uh, big kid on the block with no ego, uh, very underrated and-
00:29:46.555 --> 00:29:48.575
It's, uh, it's comparable, like, Zapier, right?
00:29:48.825 --> 00:29:50.765
It's, it's Zapier times-
00:29:51.025 --> 00:29:54.154
James is on top of this over here I don't- Okay, I'm gonna look it up.
00:29:54.154 --> 00:29:57.125
I'm, like, the efficiency automation queen.
00:29:57.125 --> 00:29:58.384
I've said this a million times.
00:29:58.384 --> 00:30:01.625
I have 250 Zaps running, and in fact I just created three more last night.
00:30:01.625 --> 00:30:04.625
I have four temporary that I, as soon as we're done, I'm gonna finish.
00:30:04.634 --> 00:30:04.684
Karen.
00:30:04.684 --> 00:30:04.884
So-
00:30:04.894 --> 00:30:06.015
Karen, your overhead
00:30:06.785 --> 00:30:07.180
costs- And I have five
00:30:07.180 --> 00:30:14.942
makes your oper- your overhead- I have- costs on integrations is gonna drop because N8N's pricing model is the most affordable pricing model on
00:30:14.942 --> 00:30:16.545
the- Well, I'm on this, like, really old...
00:30:16.555 --> 00:30:19.974
I've been on Zap for so long that, like, really old school pri- Mm.
00:30:19.974 --> 00:30:22.184
I think I pay 500 per year for, like, 1,000 Zaps.
00:30:22.184 --> 00:30:22.214
Okay.
00:30:22.224 --> 00:30:23.494
So I'm on a pretty good price plan.
00:30:23.494 --> 00:30:23.744
You're good.
00:30:23.765 --> 00:30:23.785
Yeah.
00:30:24.174 --> 00:30:25.694
But I'm gonna check that out.
00:30:25.894 --> 00:30:26.325
Yeah.
00:30:27.105 --> 00:30:27.115
N8N
00:30:27.125 --> 00:30:29.055
is- See, Beth, Beth says,"What the hell?"
00:30:29.204 --> 00:30:29.295
Good.
00:30:29.634 --> 00:30:35.825
So it sounds- N8N is the goat it sounds like we have another topic for another QB Power Hour when, uh- Oh, I will host- musician comes back
00:30:35.835 --> 00:30:37.035
a Zapier...
00:30:37.694 --> 00:30:38.325
We will absolutely.
00:30:38.325 --> 00:30:41.275
Another app showdown of, uh, Zapier- Yeah versus N8N.
00:30:41.484 --> 00:30:47.045
So to Jane's question, N8N is gonna be a little bit of a learning curve to learn compared to Zapier.
00:30:47.045 --> 00:30:47.325
Yeah.
00:30:47.325 --> 00:30:48.934
Zapier is more user-friendly than N8N.
00:30:49.035 --> 00:30:50.305
I'll, I'll, I'll be, I'll be honest.
00:30:50.305 --> 00:30:50.664
Fucking learning curves,
00:30:50.664 --> 00:30:50.894
man.
00:30:50.894 --> 00:30:51.305
Okay?
00:30:51.605 --> 00:30:52.404
All right.
00:30:52.884 --> 00:30:57.214
But N8N, you can import, you can import a JSON template.
00:30:57.214 --> 00:31:01.184
So with the power of AI today, you can go to ChatGPT and be like,"Hey, I want-"
00:31:01.194 --> 00:31:03.075
Why does it think I'm in Europe?
00:31:03.424 --> 00:31:04.785
What is wrong with this thing?
00:31:04.954 --> 00:31:05.115
Oh,
00:31:06.164 --> 00:31:06.785
it's a Ger- ChatGPT is wild.
00:31:07.335 --> 00:31:08.105
It's a German company.
00:31:08.615 --> 00:31:08.825
Um- Can't get
00:31:08.825 --> 00:31:09.474
me, government.
00:31:10.265 --> 00:31:19.525
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.
00:31:19.525 --> 00:31:19.875
Uh-huh.
00:31:19.875 --> 00:31:21.355
I tell it exactly what I want.
00:31:21.414 --> 00:31:22.055
Yeah, yeah.
00:31:22.085 --> 00:31:24.095
It gives me the JSON template.
00:31:24.505 --> 00:31:24.605
Yeah.
00:31:24.605 --> 00:31:29.414
And then I download the JSON file, upload it directly to N8N, and boom, it's ready.
00:31:29.684 --> 00:31:30.904
It's just like- Okay within-
00:31:31.164 --> 00:31:32.295
This is a whole thing.
00:31:32.305 --> 00:31:32.325
Yeah.
00:31:32.335 --> 00:31:32.694
I'm gonna...
00:31:32.724 --> 00:31:33.595
I'll look into this.
00:31:33.595 --> 00:31:34.555
We'll look into this, guys.
00:31:34.555 --> 00:31:35.384
We'll do a thing.
00:31:35.454 --> 00:31:36.071
Um- Yeah.
00:31:36.071 --> 00:31:37.384
We'll do a thing for you on this.
00:31:37.384 --> 00:31:38.525
I'll- Yeah definitely look that
00:31:39.595 --> 00:31:39.704
up.
00:31:39.704 --> 00:31:40.472
I should be an N8N amba- We'll do this for the price of- ambassador, actually.
00:31:40.472 --> 00:31:40.845
There you go.
00:31:40.845 --> 00:31:42.365
I should reach out to them and be like,"Come
00:31:42.365 --> 00:31:47.325
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?
00:31:47.375 --> 00:31:48.505
No." What?
00:31:48.674 --> 00:31:48.964
Like-
00:31:51.295 --> 00:31:51.724
Yeah, yeah.
00:31:51.815 --> 00:31:52.404
You got to put them in
00:31:52.414 --> 00:31:58.035
the- So, so back to the client portal and document management- Yeah, sorry topic that we were talking about.
00:31:58.035 --> 00:31:58.295
Yeah,
00:31:58.375 --> 00:31:59.855
sorry about that.
00:31:59.855 --> 00:31:59.894
Honk, honk.
00:32:00.384 --> 00:32:01.904
Double A-H right here.
00:32:02.444 --> 00:32:05.835
So, so with the client portal and document management in-
00:32:06.164 --> 00:32:06.454
Mm-hmm
00:32:06.704 --> 00:32:07.605
Client Hub, Sharrin,
00:32:08.115 --> 00:32:12.345
what the- Client Hub has their own, um, it- and I love it.
00:32:12.404 --> 00:32:13.285
So we were...
00:32:13.295 --> 00:32:16.365
One of the things that I do love is that they do have their own document management.
00:32:16.384 --> 00:32:19.944
And if anybody's worried, like,"Well, what if I leave Client Hub?" You won't, you can't.
00:32:19.974 --> 00:32:20.805
Everything's built in there.
00:32:21.255 --> 00:32:26.095
Um, plus they send me to you when you try to cancel, and I knock on your door.
00:32:26.095 --> 00:32:27.424
It's really, it's a wild thing.
00:32:27.714 --> 00:32:33.305
But, um, so they have their own document management, and w- we love it because we were using Google Drive, right?
00:32:33.305 --> 00:32:37.154
So we were attaching things, but then you're going in two places, and idea is get them in one.
00:32:37.375 --> 00:32:45.565
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.
00:32:45.825 --> 00:32:49.974
And then you have the internal side, like to where if you're, you want to save all the shitty emails that they...
00:32:49.994 --> 00:32:51.005
Ooh, I stormed a lot today.
00:32:51.255 --> 00:32:52.914
The emails that they wrote you that you're like...
00:32:53.214 --> 00:33:00.484
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.
00:33:00.734 --> 00:33:09.305
Um, I- that's my favorite,'cause every team needs to be able to internally talk crap about their terrible clients, right?
00:33:09.865 --> 00:33:09.944
Exactly.
00:33:09.944 --> 00:33:12.194
And have it documented in one spot.
00:33:12.204 --> 00:33:14.154
So D- Mm-hmm Client Hub allows that.
00:33:14.454 --> 00:33:14.884
Yeah.
00:33:15.325 --> 00:33:38.237
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-
00:33:38.247 --> 00:33:38.396
Oops.
00:33:38.557 --> 00:33:43.916
it's, it's, you know, it's not like you're talking bad about your clients, but, you know, e- especially-
00:33:44.076 --> 00:33:45.027
Did you not just hear what I said?
00:33:45.507 --> 00:33:50.886
you know, handing off work, you know, between, between the, between the- Yeah team members that might be,"All right.
00:33:50.886 --> 00:33:52.106
I'm done with the reconciliation.
00:33:52.106 --> 00:33:52.946
You're ready for the..."
00:33:53.126 --> 00:33:57.366
Yeah, and you have that internally on the bookkeeping task too, so we can have comments internally.
00:33:57.366 --> 00:34:01.076
So you've got the document sources and whatnot, and they have a sign feature.
00:34:01.076 --> 00:34:04.067
So for example, they need to sign the form that allows you to file the taxes.
00:34:04.076 --> 00:34:07.277
You put it in there, they sign it, it goes straight into their file, which is really kind of nice.
00:34:07.606 --> 00:34:14.286
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.
00:34:15.286 --> 00:34:15.757
Told you.
00:34:15.827 --> 00:34:15.847
Yeah.
00:34:15.987 --> 00:34:18.467
I'm a big Client Hub fan girl.
00:34:19.027 --> 00:34:19.126
Yeah.
00:34:20.067 --> 00:34:30.016
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?
00:34:30.177 --> 00:34:32.666
It's brandable to your own- Yeah to your own firm.
00:34:33.016 --> 00:34:43.217
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-
00:34:44.597 --> 00:34:44.677
Eh...
00:34:45.356 --> 00:34:45.836
Or not.
00:34:45.876 --> 00:34:46.077
No.
00:34:46.996 --> 00:34:47.387
They, they don't...
00:34:47.416 --> 00:34:48.626
Y- I don't think you have...
00:34:48.626 --> 00:34:53.387
So up in the corner you can have your business name and your logo, but it's not...
00:34:53.547 --> 00:34:55.327
I don't think they brand yet.
00:34:55.456 --> 00:34:55.507
Okay.
00:34:55.586 --> 00:34:56.327
Wait, do they?
00:34:56.336 --> 00:34:58.157
David will write in here and tell me- Yeah if I'm wrong.
00:34:58.367 --> 00:34:58.746
But, um-
00:34:58.757 --> 00:35:00.516
Someone will, someone will, someone from Client Hub will-
00:35:00.527 --> 00:35:00.936
Yes
00:35:00.947 --> 00:35:01.317
uh, will keep
00:35:02.047 --> 00:35:02.806
us honest on that.
00:35:02.806 --> 00:35:02.836
He said yes.
00:35:02.836 --> 00:35:05.577
So that answers whatever question I just asked.
00:35:06.717 --> 00:35:06.967
Right.
00:35:06.987 --> 00:35:23.336
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.
00:35:23.657 --> 00:35:32.706
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.
00:35:33.496 --> 00:35:33.916
Exactly.
00:35:33.936 --> 00:35:34.246
Yeah, yeah.
00:35:36.447 --> 00:35:45.266
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.
00:35:45.306 --> 00:35:49.047
It's, it's, uh, it's core functionality, right?
00:35:49.047 --> 00:35:53.806
It's, uh- Yeah you're, you're gonna have the proposals, uh, options in there.
00:35:54.177 --> 00:35:56.646
Um, you'll, you'll be able to collect billing.
00:35:56.657 --> 00:35:58.027
They can, um...
00:35:58.047 --> 00:36:02.007
Is there a e-signature, uh- Yes option as well?
00:36:02.567 --> 00:36:02.907
Yeah.
00:36:02.907 --> 00:36:03.054
So,
00:36:03.054 --> 00:36:03.916
uh- Who's the billing through?
00:36:03.916 --> 00:36:05.266
Is it a Stripe connection?
00:36:05.976 --> 00:36:06.376
Uh, no.
00:36:06.396 --> 00:36:06.507
Oh.
00:36:06.507 --> 00:36:10.686
So the, the billing- Yeah is actually done through a variety of payment gateways.
00:36:10.757 --> 00:36:16.876
Um, and they- Okay they use a tool called, uh, yeah, I mean, correct me, from Shuttle, I think it's called.
00:36:16.876 --> 00:36:20.077
So Shuttle is kinda like a payment gateway aggregator.
00:36:20.507 --> 00:36:28.416
So- Hmm it allows anyone with a s- particular payment gateway to easily connect through Shuttle, and then they can just pay through there.
00:36:28.496 --> 00:36:28.777
Ah.
00:36:28.797 --> 00:36:28.927
Yeah.
00:36:28.976 --> 00:36:29.697
Okay, got you.
00:36:29.777 --> 00:36:30.146
Okay.
00:36:30.157 --> 00:36:30.177
Yeah.
00:36:30.197 --> 00:36:31.887
And they are coming out with,
00:36:32.137 --> 00:36:32.347
uh- Cool, I'll have to look
00:36:32.347 --> 00:36:32.367
into that.
00:36:32.367 --> 00:36:35.327
Yeah They are, um, on the roadmap is, uh, Method Pay.
00:36:35.496 --> 00:36:44.617
Not Pay Method- Yes but Method Pay, which will give a lot more integrations and functionality, uh, that we've been seeing, um, on the-
00:36:44.677 --> 00:36:46.447
Yeah, get that 3%, man.
00:36:46.507 --> 00:36:46.516
Mm.
00:36:46.606 --> 00:36:47.186
I'm telling you.
00:36:47.706 --> 00:36:48.476
That's where I need...
00:36:48.487 --> 00:36:51.606
That's where you, you just need to, like, move money.
00:36:51.646 --> 00:36:56.306
That's how you make money, just m- have people run it through you, hold it, and then pay it out.
00:36:56.677 --> 00:36:56.697
Yeah.
00:36:57.597 --> 00:37:02.856
So with, uh, with Client Hub, you're gonna need something like, something to add to that.
00:37:02.856 --> 00:37:08.157
But fortunately, they have a really great, uh, integration with, uh, with Anchor, right?
00:37:08.206 --> 00:37:08.637
So they'll...
00:37:08.766 --> 00:37:10.347
Talk a little bit about that- Yes Sharrin.
00:37:10.347 --> 00:37:14.186
So Client Hub is not a proposal billing tool.
00:37:14.186 --> 00:37:15.297
I don't think they ever wanna be.
00:37:15.297 --> 00:37:17.106
I'm speaking for them, but I just don't think it is.
00:37:17.347 --> 00:37:18.777
But it absolutely...
00:37:19.056 --> 00:37:22.177
Anchor, after QuickBooks, was, like, one of their first integrations.
00:37:22.186 --> 00:37:24.496
It seamlessly goes into Anchor.
00:37:24.507 --> 00:37:25.376
So every...
00:37:25.766 --> 00:37:26.706
You can, um...
00:37:27.277 --> 00:37:34.226
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.
00:37:34.396 --> 00:37:42.367
So when somebody buys that service and it executes, it pushes to Client Hub, and Client Hub launches that template for me.
00:37:42.387 --> 00:37:58.617
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...
00:37:58.666 --> 00:38:02.487
They get an automatic invite into Client Hub, so they can start moving.
00:38:02.487 --> 00:38:06.367
So that way they're executing it on Friday,'cause, you know, some clients are, they work weekends.
00:38:06.376 --> 00:38:09.567
Um, they can get all this stuff done while you're, you know, at a baseball game.
00:38:09.567 --> 00:38:11.606
So yeah, it's all very automated.
00:38:11.907 --> 00:38:15.786
And as you know, Anchor doesn't have a, um, a monthly, a user fee.
00:38:16.036 --> 00:38:17.286
So that's- Right always nice
00:38:18.206 --> 00:38:20.157
So it's really just pay for play.
00:38:21.117 --> 00:38:22.617
Yes Or pay for pay.
00:38:22.867 --> 00:38:24.646
$5 per transaction, yeah.
00:38:24.646 --> 00:38:24.806
Per
00:38:24.806 --> 00:38:25.226
transaction.
00:38:25.996 --> 00:38:27.297
Uh, workflow- Paid transaction and task.
00:38:28.157 --> 00:38:28.396
Yeah.
00:38:28.956 --> 00:38:31.056
Um, workflow and task management.
00:38:31.056 --> 00:38:49.626
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.
00:38:49.626 --> 00:38:51.907
I mean, that's, that's really its bread and butter, right, Sharrin?
00:38:53.036 --> 00:38:53.416
Yeah.
00:38:53.496 --> 00:38:54.597
Yep, absolutely.
00:38:54.597 --> 00:38:56.487
I mean, uh, this, I teach...
00:38:57.166 --> 00:39:03.467
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.
00:39:03.467 --> 00:39:12.827
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.
00:39:13.746 --> 00:39:24.817
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.
00:39:25.146 --> 00:39:39.356
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.
00:39:39.907 --> 00:39:41.137
Yeah, yeah, exactly.
00:39:41.146 --> 00:39:43.806
It's not out of the box with tasks lists and stuff like that.
00:39:43.817 --> 00:39:46.706
You kind of just have to build it through customization.
00:39:46.706 --> 00:39:47.416
Right.
00:39:47.416 --> 00:39:55.637
Which then, you know, doesn't put the burden on the software developer- Yeah to, to come up with the, what those tasks are.
00:39:55.876 --> 00:39:59.306
It, it gives you that customization right out of the box.
00:39:59.336 --> 00:40:01.577
You know, like, I'm different, I can do this.
00:40:01.646 --> 00:40:03.686
You know, this is how I, how we do it here.
00:40:04.077 --> 00:40:07.626
Uh, and so we can just add that to, uh, into Method.
00:40:08.686 --> 00:40:17.452
Client bookkeeping tasks, this is also gonna be another nod to Client Hub, uh, because that's really- Where Client Hub sits, right?
00:40:17.452 --> 00:40:39.623
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.
00:40:39.632 --> 00:40:42.663
Sharrin, anything you want to add about, uh, the Client Hub-
00:40:42.733 --> 00:40:43.152
Yeah Client Hub capability?
00:40:43.152 --> 00:40:43.603
They have,
00:40:43.623 --> 00:40:43.963
um...
00:40:45.003 --> 00:40:51.782
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...
00:40:51.782 --> 00:40:57.572
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.
00:40:57.583 --> 00:40:58.733
Month-end close.
00:40:59.422 --> 00:41:04.043
It, it really makes it to where you can do everything in Client Hub and you don't really have to leave.
00:41:04.262 --> 00:41:10.733
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.
00:41:10.733 --> 00:41:12.043
But they have un-cats in there.
00:41:12.382 --> 00:41:16.043
Um, absolute request, um, documentation goes into the files.
00:41:16.072 --> 00:41:19.193
Um, yeah, and you totally have your, you have your dashboards, you have all of that.
00:41:19.193 --> 00:41:20.753
And you can, you can, you can customize...
00:41:21.123 --> 00:41:27.322
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.
00:41:27.322 --> 00:41:28.682
Like I said, I'm a list person.
00:41:28.682 --> 00:41:31.742
Some people like those, the more Kanban style.
00:41:32.822 --> 00:41:45.782
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?
00:41:45.793 --> 00:41:52.992
Like, it's gonna be connecting to your practice, uh, in, in a, uh, in a, in a connective state.
00:41:52.992 --> 00:41:56.143
So client connections, uh, to...
00:41:56.413 --> 00:42:00.672
is, is gonna be a little bit more problematic or, you know, being more of an obstacle.
00:42:00.682 --> 00:42:10.373
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.
00:42:10.443 --> 00:42:12.713
But Intuit Accountant Suite might, right?
00:42:12.713 --> 00:42:22.672
Because you may have those functionalities, uh, built in there, uh, to, to augment or supplement the things that that Method might not be able to do.
00:42:22.672 --> 00:42:22.992
Receipt
00:42:23.322 --> 00:42:24.052
capturing.
00:42:24.393 --> 00:42:26.273
They're adding in receipt capturing.
00:42:26.913 --> 00:42:28.643
Just add in a GL, David.
00:42:28.652 --> 00:42:28.822
Damn.
00:42:30.603 --> 00:42:33.632
So I'm sitting here like he's going to respond back to me, like I'm like- Yeah.
00:42:34.592 --> 00:42:35.413
He's very quiet.
00:42:36.143 --> 00:42:36.672
Yeah, I know.
00:42:37.193 --> 00:42:37.432
Now,
00:42:37.432 --> 00:42:40.402
custom- I don't have Murph here to blow us up, so I need someone.
00:42:41.523 --> 00:42:46.072
Now, customization, this is where Method's going to get the, the, the nod, right?
00:42:46.072 --> 00:42:52.023
So y- you have, in Client Hub, you have different tiers of, of core functionality.
00:42:52.302 --> 00:42:52.873
Uh, but-
00:42:53.313 --> 00:42:53.793
Mm-hmm
00:42:53.793 --> 00:42:57.293
a- and you're able to augment that with their, with their APIs.
00:42:57.693 --> 00:43:05.623
But natively, one-stop shop, uh, talk, uh, since Yousef, this is, this is your bread and butter as far as what you do.
00:43:05.952 --> 00:43:10.623
Uh, let's talk about the, the customization capabilities of, of Method.
00:43:11.382 --> 00:43:21.163
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.
00:43:21.172 --> 00:43:28.012
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.
00:43:28.512 --> 00:43:30.422
They can do everything within Method CRM.
00:43:30.523 --> 00:43:31.353
And CRM...
00:43:31.413 --> 00:43:33.373
And it's just everything's in one place.
00:43:33.402 --> 00:43:34.822
It's a huge time-saver.
00:43:35.313 --> 00:43:49.992
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?
00:43:50.282 --> 00:43:57.063
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?
00:43:57.063 --> 00:43:59.132
The answer is no, absolutely not.
00:43:59.512 --> 00:44:02.793
When you customize something in Method, it's just the time of customization.
00:44:03.563 --> 00:44:05.753
So if you know how to customize in Method, great.
00:44:05.853 --> 00:44:11.202
That means that, you know, you're going to essentially get your own custom tool for free out of Method.
00:44:11.643 --> 00:44:27.833
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.
00:44:28.543 --> 00:44:28.822
Right.
00:44:28.822 --> 00:44:28.833
Mm-hmm.
00:44:31.206 --> 00:44:31.507
All right.
00:44:32.456 --> 00:44:38.577
AI, uh, is gonna get, uh, a nod for, for Client Hub because they, they are incorporating- Client Hub's
00:44:38.856 --> 00:44:39.416
magic.
00:44:39.976 --> 00:44:40.686
It's magic
00:44:42.246 --> 00:44:44.197
They can pull rabbits out of hats
00:44:45.436 --> 00:44:46.996
with the- And David just said they're adding Claude in, and I'm s- I...
00:44:47.016 --> 00:44:50.077
So I used to be a ChatGPT girl all the way, and then...
00:44:50.197 --> 00:44:51.447
And Claude was terrible.
00:44:51.447 --> 00:44:52.887
Like, I used to yell at Claude.
00:44:52.887 --> 00:45:05.166
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.
00:45:05.177 --> 00:45:07.586
Can you de-idiotize me?" And then it will.
00:45:07.586 --> 00:45:08.496
It does that very well.
00:45:08.496 --> 00:45:11.416
But anything, like, research, creating or whatever, I...
00:45:11.467 --> 00:45:12.117
It's Claude.
00:45:12.126 --> 00:45:13.527
It's Claude.
00:45:13.527 --> 00:45:13.876
Oh, wait.
00:45:13.876 --> 00:45:14.447
I did this.
00:45:14.447 --> 00:45:15.036
We forgot.
00:45:15.067 --> 00:45:17.876
I did this sh- AI sh- robots versus people.
00:45:17.887 --> 00:45:17.907
Yeah.
00:45:17.976 --> 00:45:19.137
We all know how I feel.
00:45:19.146 --> 00:45:19.166
Yeah.
00:45:19.626 --> 00:45:19.896
Right.
00:45:19.907 --> 00:45:20.387
Forgot.
00:45:21.016 --> 00:45:25.317
So as it sits today, there aren't any native AI features.
00:45:25.556 --> 00:45:32.646
Uh, obviously, as time goes on, that is likely going to, to, to change on the, on the roadmap for, for Method.
00:45:33.097 --> 00:45:42.766
Um, I know there is a app, uh, marketplace, uh, for augmenters, uh, to, to, um, to...
00:45:42.797 --> 00:45:46.266
for Method, for, for built-in, and it is, um...
00:45:46.387 --> 00:45:52.556
There, there is something I saw earlier today about, you know, something that is in that, uh, in that marketplace.
00:45:52.556 --> 00:45:53.677
So, um-
00:45:54.217 --> 00:45:54.597
Yeah, they
00:45:54.597 --> 00:45:55.597
definitely have- We'll stay tuned on that
00:45:55.867 --> 00:46:00.657
they have plans to integrate, uh, and have more AI native features in the platform, for sure.
00:46:02.152 --> 00:46:05.132
Now, pricing is, um, is going to be...
00:46:05.132 --> 00:46:14.103
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.
00:46:14.452 --> 00:46:26.782
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.
00:46:27.092 --> 00:46:29.632
Um, and then Client Hub is just, uh, based...
00:46:29.713 --> 00:46:30.202
It, it...
00:46:30.242 --> 00:46:34.503
I don't want to say just, but I mean, it, it's based off of the tier.
00:46:34.583 --> 00:46:38.543
It's a, it's ano- uh, cost per user per, uh, per tier.
00:46:39.123 --> 00:46:50.813
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.
00:46:51.143 --> 00:47:09.043
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.
00:47:09.532 --> 00:47:19.202
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.
00:47:19.922 --> 00:47:23.523
Uh, so let's go into the partner and reseller economics.
00:47:23.932 --> 00:47:31.952
Um, with the Method Partner Program, you actually get two, uh, two accounts, one for, that you can use as your, as your firm.
00:47:31.952 --> 00:47:34.202
You have a two-user, uh, for free.
00:47:34.592 --> 00:47:46.632
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.
00:47:47.123 --> 00:47:51.972
Um, there is a referral partner program, uh, for, for Client Hub.
00:47:51.992 --> 00:47:52.023
Mm-hmm.
00:47:52.873 --> 00:48:06.762
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?
00:48:06.762 --> 00:48:37.005
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.
00:48:37.275 --> 00:48:47.264
And because its synchronization is bidirectional, uh, and, uh, almost instantaneous, um, you do something in Method, it shows up in QuickBooks.
00:48:47.275 --> 00:48:51.635
You do something in QuickBooks, it shows up in Method, um, really quickly.
00:48:52.105 --> 00:49:00.065
Um, and they do have a certification program, and I do appreciate the snarkiness of the of the teacher.
00:49:01.025 --> 00:49:01.764
It's not me.
00:49:02.625 --> 00:49:03.144
It is-
00:49:03.264 --> 00:49:04.355
It's not me either.
00:49:04.355 --> 00:49:05.954
I feel like...
00:49:05.954 --> 00:49:08.224
I was- I heard snarky, and I was like,"Wait, was that me?
00:49:08.405 --> 00:49:08.855
I didn't do it.
00:49:08.855 --> 00:49:09.735
It wasn't me, guys."
00:49:10.414 --> 00:49:11.744
It is an engaging...
00:49:11.795 --> 00:49:19.324
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.
00:49:19.815 --> 00:49:27.094
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.
00:49:27.105 --> 00:49:31.784
And then that gets you more, uh, referral, uh, revenue, uh, for, for that.
00:49:32.034 --> 00:49:34.175
There you go.
00:49:34.175 --> 00:49:34.485
All right.
00:49:34.514 --> 00:49:36.324
Last, uh, second polling question.
00:49:36.335 --> 00:49:36.344
Oh.
00:49:36.614 --> 00:49:40.445
What is your biggest practice management pain point, uh, today?
00:49:40.454 --> 00:49:40.534
Where'd it go?
00:49:41.775 --> 00:49:43.364
And since we're running- There we are short...
00:49:44.324 --> 00:49:44.855
Did you get it?
00:49:45.164 --> 00:49:45.355
I got it.
00:49:45.355 --> 00:49:45.855
I got it.
00:49:45.855 --> 00:49:46.195
I got...
00:49:46.195 --> 00:49:46.414
Oh, wait.
00:49:46.434 --> 00:49:46.675
Okay.
00:49:46.755 --> 00:49:47.295
Um.
00:49:47.445 --> 00:49:47.505
Gotta
00:49:48.224 --> 00:49:48.394
launch
00:49:48.644 --> 00:49:48.664
it.
00:49:48.664 --> 00:49:49.074
Launch.
00:49:49.695 --> 00:49:49.925
There
00:49:50.025 --> 00:49:50.054
it is.
00:49:50.054 --> 00:49:50.235
Launch.
00:49:51.175 --> 00:49:51.204
Okay.
00:49:51.204 --> 00:49:51.579
There you guys
00:49:51.579 --> 00:49:51.905
go.
00:49:51.905 --> 00:49:56.976
All right So key takeaways, who gets the nod, right?
00:49:56.976 --> 00:50:07.117
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.
00:50:07.297 --> 00:50:12.367
It's native bi-directional sync with QuickBooks Online as well as Desktop.
00:50:12.697 --> 00:50:26.927
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.
00:50:27.376 --> 00:50:29.516
Uh, the firm pricing is, uh...
00:50:29.817 --> 00:50:36.856
Method partners are free for two, two users, and then you also have an extra demo account to, to show for your clients.
00:50:37.396 --> 00:50:41.137
Um, and then you're able to recommend that to, uh, to your clients.
00:50:41.507 --> 00:50:53.677
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.
00:50:53.677 --> 00:50:53.947
Mm.
00:50:53.947 --> 00:51:00.827
And then the purpose-built, uh, AI utilities that are built in within to be sprinkle over the magic.
00:51:02.396 --> 00:51:02.617
Right?
00:51:03.606 --> 00:51:12.376
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.
00:51:12.387 --> 00:51:20.086
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?
00:51:20.086 --> 00:51:26.317
So Yusuf and I are going to be doing a, um, cohort, uh, in September.
00:51:26.626 --> 00:51:28.916
Uh, we'll start in, uh, on September 30th.
00:51:28.916 --> 00:51:38.456
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.
00:51:38.697 --> 00:52:08.625
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 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.
00:52:08.625 --> 00:52:10.085
So there's a link there for that.
00:52:10.644 --> 00:52:13.514
Um, and then, Sharrin, you want to talk about- No QR
00:52:13.514 --> 00:52:13.894
code?
00:52:14.644 --> 00:52:15.144
Sure.
00:52:15.244 --> 00:52:25.534
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.
00:52:25.545 --> 00:52:26.945
It was my automations.
00:52:27.364 --> 00:52:29.994
Um, no- a lot of people didn't believe the 2X.
00:52:30.005 --> 00:52:32.135
Roger at Accou- Universal Accounting didn't.
00:52:32.135 --> 00:52:32.764
I actually showed him.
00:52:32.775 --> 00:52:40.074
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.
00:52:40.364 --> 00:52:47.155
And that is honestly the connections I have between Anchor and Client Hub, which is extremely automated.
00:52:47.184 --> 00:53:00.434
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.
00:53:00.434 --> 00:53:01.945
You don't have to have a operations person.
00:53:01.945 --> 00:53:02.715
You don't have to have everybody.
00:53:02.715 --> 00:53:03.664
You just do it once.
00:53:03.985 --> 00:53:07.175
So what I have, um, I do have a lot of client...
00:53:07.204 --> 00:53:09.045
Oh, no, I, I have, uh, yes.
00:53:09.074 --> 00:53:11.585
So I am going to be getting all of this in there.
00:53:11.605 --> 00:53:20.394
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.
00:53:20.635 --> 00:53:21.795
This is in my community.
00:53:21.795 --> 00:53:22.824
The QR code's there.
00:53:23.045 --> 00:53:26.945
Like I said, if you join via the QB Power Hour link, you get 14 days free.
00:53:26.945 --> 00:53:30.521
There's no- Re- like, it's a cancel at any time.
00:53:30.550 --> 00:53:31.351
It's month to month.
00:53:31.351 --> 00:53:34.050
But you do get those 14 days free, and you can at least come check it out.
00:53:34.221 --> 00:53:39.161
You will, if you join, you also get a copy of my book and a one-on-one mini assessment.
00:53:39.201 --> 00:53:42.021
Um, and that's can be all in your 14 days.
00:53:42.030 --> 00:53:43.871
If you leave after that, I won't, um...
00:53:44.460 --> 00:53:46.920
I actually will be super hurt and want, want to know why.
00:53:47.240 --> 00:53:53.021
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.
00:53:53.061 --> 00:53:55.190
I'm not agnostic in my community.
00:53:55.201 --> 00:53:55.971
Sorry, everybody.
00:53:55.971 --> 00:54:01.911
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.
00:54:01.951 --> 00:54:04.201
But either way, my ways translate.
00:54:04.240 --> 00:54:06.010
I just don't want to l- learn new software.
00:54:07.161 --> 00:54:08.021
Is that just crappy?
00:54:08.030 --> 00:54:08.121
Well, I mean, if
00:54:08.340 --> 00:54:08.541
you-
00:54:08.550 --> 00:54:08.900
Yeah, it's okay.
00:54:08.940 --> 00:54:13.170
No, I mean, i- if, if somebody came to me and said,"Well, how do you do this in Xero?" I would be-
00:54:13.170 --> 00:54:14.340
Xero, you'd be like,"I don't know, man.
00:54:14.340 --> 00:54:15.818
I teach QuickBooks." Yeah.
00:54:15.818 --> 00:54:15.963
Yeah.
00:54:15.963 --> 00:54:17.681
And it makes it to where, like, I'm, I'm efficient.
00:54:17.681 --> 00:54:18.150
I'm super...
00:54:18.181 --> 00:54:19.570
I am, I am e- it...
00:54:19.661 --> 00:54:23.101
Client Hub needs to give me the certified pro badge.
00:54:23.101 --> 00:54:23.891
David, make me one.
00:54:24.150 --> 00:54:25.331
I have one for Anchor.
00:54:25.331 --> 00:54:30.621
Like, I just know this stuff like the back of my hand, and so I can easily set up problems.
00:54:30.630 --> 00:54:32.431
So that's what I do, all of that.
00:54:32.481 --> 00:54:34.420
And that's what you'll have.
00:54:34.771 --> 00:54:34.990
Mm-hmm.
00:54:34.990 --> 00:54:36.351
The QR code works, so.
00:54:37.050 --> 00:54:39.431
So this next time on the QB Power Hour...
00:54:39.440 --> 00:54:41.081
No, this is not next time.
00:54:41.340 --> 00:54:42.650
I put the wrong slide in there.
00:54:43.900 --> 00:54:44.260
Well, darn.
00:54:44.260 --> 00:54:46.391
Next time is- Now we have nothing to look forward to.
00:54:46.391 --> 00:54:47.101
Just kidding.
00:54:47.101 --> 00:54:50.190
Next time, the, I skipped a, I skipped a session there.
00:54:50.561 --> 00:54:55.510
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.
00:54:55.521 --> 00:54:56.701
We are actually having...
00:54:56.751 --> 00:54:58.820
Yeah, I want to, I want to, I want to talk with Hector.
00:54:58.860 --> 00:55:06.141
But we are going to have Hector on the 18th to talk about the updates to, um, Intuit Enterprise suite.
00:55:06.170 --> 00:55:24.110
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.
00:55:24.210 --> 00:55:25.661
No, finger on the pulse.
00:55:26.001 --> 00:55:29.351
That would be kind of weird to put your ear, uh, on someone's pulse.
00:55:29.610 --> 00:55:31.811
But, uh, he has his finger on the pulse of, uh- We
00:55:31.811 --> 00:55:32.650
don't judge.
00:55:34.201 --> 00:55:34.371
Thank you.
00:55:34.371 --> 00:55:36.380
Well, we do, but quietly, not to your face.
00:55:36.541 --> 00:55:37.231
Okay, good.
00:55:37.971 --> 00:55:41.271
Uh, the Intuit Enterprise Suite, uh, updates will be on the 18th.
00:55:41.280 --> 00:55:54.451
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?
00:55:54.451 --> 00:56:09.840
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.
00:56:10.240 --> 00:56:14.460
But you can register for all of those at, uh, qbpowerhour.com.
00:56:14.831 --> 00:56:25.936
Um, and then it will turn into a just a recurring, uh, series so you don't have to register, uh, all the time Last poll question, was this information useful?
00:56:26.277 --> 00:56:27.527
And while people are, um- Oh, I hate
00:56:27.527 --> 00:56:28.206
this one
00:56:28.317 --> 00:56:28.777
answering.
00:56:29.077 --> 00:56:31.336
Oh, it won't even let me launch a poll.
00:56:31.376 --> 00:56:31.646
Uh,
00:56:31.766 --> 00:56:32.737
because you haven't ended- Oops.
00:56:32.737 --> 00:56:32.996
Because-
00:56:33.016 --> 00:56:33.266
the last one.
00:56:34.867 --> 00:56:37.487
Oh, I only had three hours of sleep last night.
00:56:37.487 --> 00:56:37.556
There we go.
00:56:37.637 --> 00:56:38.637
Okay, launch.
00:56:38.646 --> 00:56:39.056
I'm gonna launch.
00:56:39.056 --> 00:56:39.556
There we go.
00:56:39.817 --> 00:56:40.036
Oh.
00:56:40.527 --> 00:56:40.867
I did
00:56:40.867 --> 00:56:40.936
it.
00:56:40.936 --> 00:56:41.547
Okay, you launched.
00:56:41.547 --> 00:56:42.146
Okay, you launched.
00:56:42.436 --> 00:56:42.777
I did it.
00:56:42.777 --> 00:56:42.884
I did
00:56:42.884 --> 00:56:42.936
it.
00:56:42.936 --> 00:56:48.956
Uh, Y- Yusuf, any, um, any closing thoughts as we kind of wrap up, uh, the, the, the session here today?
00:56:50.215 --> 00:56:52.005
Uh, no, not really.
00:56:52.005 --> 00:57:02.454
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.
00:57:02.965 --> 00:57:10.474
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.
00:57:10.485 --> 00:57:16.724
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.
00:57:17.184 --> 00:57:19.065
It's completely free, no strings attached.
00:57:19.105 --> 00:57:24.255
Uh, and you'll get a good answer as to whether or not Method is the right platform for you.
00:57:24.255 --> 00:57:25.505
Yeah.
00:57:25.505 --> 00:57:28.414
Yeah, and that's, that's one of the things, I think you, you brought up a good point.
00:57:28.474 --> 00:57:31.255
I think their onboarding for Method is...
00:57:31.315 --> 00:57:34.025
Uh, I was really impressed with that, that process, right?
00:57:34.034 --> 00:57:34.054
Yeah.
00:57:34.065 --> 00:57:39.965
Like, you can set up a, a trial, and then the first thing it does is ask you to connect to QuickBooks.
00:57:40.664 --> 00:57:42.224
And while you're doing...
00:57:42.324 --> 00:57:50.894
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.
00:57:51.085 --> 00:58:04.605
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.
00:58:05.025 --> 00:58:06.445
So then you book that in there.
00:58:06.454 --> 00:58:06.474
Mm-hmm.
00:58:06.485 --> 00:58:20.885
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.
00:58:20.894 --> 00:58:21.344
Mm-hmm.
00:58:21.394 --> 00:58:31.355
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?
00:58:31.355 --> 00:58:42.045
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.
00:58:42.144 --> 00:58:42.885
Do you have...
00:58:43.364 --> 00:58:51.704
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?
00:58:51.715 --> 00:58:53.375
Oh, man, that was so long ago.
00:58:53.414 --> 00:58:55.195
Any- So I'm gonna be real with you.
00:58:55.244 --> 00:58:56.125
Let's not even...
00:58:56.155 --> 00:58:58.454
I don't care how great the platform is.
00:58:58.744 --> 00:59:03.945
Transitioning project management tools is painful, and you really...
00:59:04.605 --> 00:59:08.335
I- it's, it's painful, um, because you're coming off something else, going to a new.
00:59:08.335 --> 00:59:08.775
You're getting...
00:59:08.784 --> 00:59:12.735
You know, I think the hardest thing for my team was terminology was different than what we were using.
00:59:12.735 --> 00:59:14.934
What we called this there was called this here.
00:59:14.965 --> 00:59:16.344
That was, I think, the hardest part.
00:59:16.715 --> 00:59:21.045
But, um, after they were in, it was okay.
00:59:21.284 --> 00:59:22.105
But we also...
00:59:22.144 --> 00:59:24.605
It's a good time to change when you're like,"My systems are a mess.
00:59:24.605 --> 00:59:25.844
I need to put in new processes.
00:59:25.844 --> 00:59:31.614
I need a new do, do, do, do, do, do, do, do, do new templates." Um, that's the best time to do it.
00:59:31.655 --> 00:59:33.474
So i- it...
00:59:33.514 --> 00:59:34.215
Yeah, it's...
00:59:34.755 --> 00:59:36.394
I, I don't think it was bad.
00:59:36.394 --> 00:59:41.114
And if it was, it was because we were resetting everything up and coming off Elysio, and Elysio didn't export.
00:59:41.114 --> 00:59:44.585
But anyhow, um, project management transition is painful.
00:59:44.664 --> 00:59:45.065
Doesn't matter.
00:59:45.065 --> 00:59:45.204
Yeah.
00:59:45.304 --> 00:59:45.885
I'm not even gonna lie to you.
00:59:46.652 --> 00:59:47.672
Know, know what you're in
00:59:47.672 --> 00:59:48.052
for.
00:59:49.452 --> 00:59:49.932
Absolutely.
00:59:49.932 --> 00:59:57.813
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.
00:59:59.322 --> 01:00:00.083
Yeah, I, um-
01:00:00.253 --> 01:00:01.143
Just the fishbowl.
01:00:01.342 --> 01:00:02.253
The one The fishbowl.
01:00:02.282 --> 01:00:02.782
The one.
01:00:04.833 --> 01:00:05.563
There is only one
01:00:05.643 --> 01:00:05.862
fishbowl.
01:00:06.523 --> 01:00:19.172
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.
01:00:19.172 --> 01:00:20.382
DM, yeah, DM anytime, anywhere.
01:00:20.402 --> 01:00:26.123
Um, that sounds ter- really like an invitation I should not be opening, but I love talking about Client Hub, so.
01:00:27.092 --> 01:00:27.503
All right.
01:00:27.532 --> 01:00:34.362
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?
01:00:34.373 --> 01:00:37.882
Hope everybody has a great week, and we'll see you next time on the Power Hour.