Of course, we have to say a huge thank you to Woodard for putting on such a fantastic event; we loved having so many opportunities to learn, network, and chat about apps. We also had a great time providing live coverage of the conference on our Twitter feed and live blog.

Curious about what we got up to while living life elevated? Here’s a quick look at some of our favourite memories from Scaling New Heights 2019.

1. The incredible Utah scenery

Most of the Method team had never been to Utah prior to this conference. With this in mind, we arrived a day early to take advantage of what this beautiful state has to offer.

After a 4:00 am wake-up call and six hours of travel, five Methoders landed in Salt Lake City feeling energized and ready to climb a mountain. We drove out to the Lake Blanche trailhead, which is a mere 30 minutes from downtown SLC. (Side note: how do locals get anything done with all this nature in their backyards?) From there, we spent five hours climbing up and down over rocks, roots, mud, and snow. It was the perfect introduction to the area and the perfect kickoff to our Scaling New Heights experience.

2. Reconnecting with Method:Partners

Our accountant, bookkeeper, and business advisor partners are valued members of the Method community. Many have been with us for the better part of a decade, supporting Method’s evolution into the #1 QuickBooks CRM. Our partners take on a variety of different roles in our ecosystem, doing everything from recommending Method to customizing Method for their clients to using Method in their own businesses. 

(Fun fact: If you used the Scaling New Heights attendee portal, you may have noticed a small blue “m” in your browser tab. Woodard runs on Method!)

Attending Scaling New Heights each year gives us a prime opportunity to catch up with our partners, share product updates with them, and learn what they want from Method in the future.

3. Showcasing Method to attendees

As one of the longest-running sponsors at Scaling New Heights, we were thrilled to return to the exhibit hall floor for another year. And with our bright pink banners and prime spot next to QuickBooks, we were hard to miss!

Throughout the conference, our team showed attendees how they could use Method to run their own or their clients’ businesses more effectively. In particular, they spent a lot of time explaining how Method’s customizable platform can become much more than a CRM. From streamlining contract renewal to managing custom inventory, there are few business problems that Method can’t tackle. It was great to see attendees get just as excited about personalized software as we do!

Didn’t get a chance to visit our booth at Scaling New Heights? Watch a demo to see what Method is all about!

4. The energizing main stage presentations

The theme of this year’s conference was “The Transformative Advisor,” and it was carefully woven into every main stage presentation. Although the speakers covered diverse topics ranging from adopting value pricing to creating customer love to embracing automation, the underlying message was always clear. In an age where small business owners have access to on-demand bookkeeping and countless accounting apps, only the professionals who take innovative steps to transform their clients’ businesses will survive and thrive. 

In the words of Simon T. Bailey: “A paycheck is given to people who show up. An opportunity is given to people who think beyond what they’re paid to do.” Throughout the conference, attendees were challenged to think beyond their roles as accountants or bookkeepers and start seeing themselves as bona fide transformative advisors.

5. The educational breakout sessions

As a software company that serves both accounting and bookkeeping professionals, as well as their small business clients, the breakout sessions at Scaling New Heights are really valuable for us. These talks allow us to get inside the industry hive mind and see what the common pain points are. More importantly, we can then leverage those insights to better serve our partners and their clients.

Some of the hot topics at this year’s breakout sessions included defining an industry niche, developing an effective sales process, onboarding new clients, and automating workflows with Zapier. There was also plenty of emphasis on documenting your procedures. As Laura Redmond explained, “This is how you proactively build your business.”

All in all, we walked away from these talks with the reminder that accountants and bookkeepers like to keep everything as organized as possible — so the more we can do to help them achieve this goal, the better.

6. Getting the full scoop on Scaling New Heights 2020

No one knows how to build suspense quite like Joe Woodard. After 15 minutes of build-up, the audience was eager to learn the location of Scaling New Heights 2020. After all, with previous locations ranging from Atlanta to Atlantis in the Bahamas, who knew what would come next?

The answer turned out to be St. Louis, Missouri. Not only will this be the event’s first midwestern destination, located within driving distance of many U.S. metropolises — but it’s also known for its thriving nightlife scene.

As for the theme of next year’s conference? After recapping the themes of the previous four years, Joe revealed that the 2020 conference would bring all of the concepts together in one all-encompassing educational experience. Brace yourselves — we’re about to witness the Rise of the Advisor.

That’s a wrap on Scaling New Heights 2019 — see you in 2020!

The post Top 6 highlights from Scaling New Heights 2019 appeared first on Method.

In just a few days, over a thousand small business advisors and over 100 software companies will descend on Salt Lake City for the 2019 Scaling New Heights conference. The theme of this year’s event is “The Transformative Advisor,” and the goal is to provide attendees with the tools they need to guide their clients through technology adoption, financial analysis, and more.

“To be transformative, you must be proactive. You must be a coach, you must be monitoring what your clients are doing and you must be informing the client on what they need to do better.”

Joe Woodard

With a packed lineup of keynote talks, training sessions, and social activities, it’s sure to be an enlightening experience — and we’re thrilled that we’re going to be a part of it! Here’s where you can find the Method CRM team during Scaling New Heights 2019.

Exhibit Hall: June 16-19

We’re proud to be returning to this year’s conference as a Diamond Sponsor. Visit us at booth 51 in the Exhibit Hall to learn how Method’s deep QuickBooks integration and fully customizable platform empower small businesses to thrive. Whether you’re looking for a tool to streamline your own practice or an all-in-one business management solution for your client, we’d love to show you what Method can do!

Live Blog: June 16-19

If you caught our coverage of QuickBooks Connect last year, then you know how much we enjoyed sharing our conference experience with our community. We’re gearing up to do the same for Scaling New Heights, so keep an eye on our Twitter feed for the link to our live blog.

Training Session: June 18, 7:00-7:50 am

You may have heard that Method is the most customizable CRM for QuickBooks — but how exactly can a custom CRM benefit you or your clients? Join Method’s director of sales enablement, Val Shabani, for his presentation entitled “No Coding Required: How Personalized Software is Transforming Small Business.” Learn how Method is filling the gap between “one-size-fits-all” software and pricey custom-built solutions, and enjoy some breakfast while you’re at it.

Panel Discussion: June 19, 8:00-8:50 am

Ever found yourself saying, “I can’t do X until I can afford to hire an employee?” If so, this session is for you. Method’s founder and CEO, Paul Jackson, will be participating in a panel called “The Practitioner’s Voice: How to Grow Your Business Without Growing Your Staff.” Along with Dawn Brolin, Denise Koch, Sam Saab, and Geni Whitehouse, Paul will be sharing his insights on starting multiple companies, forming strategic partnerships, and more. Whether you’re working with growing businesses or trying to grow your own, this is a discussion you won’t want to miss.

The post Join Method CRM at Scaling New Heights 2019! appeared first on Method.

This year at Scaling New Heights we’re offering introductory and intermediate training of Method CRM, sharing our new nonprofit donor management app, Method:Donor, as well as hosting a session to share the custom apps created by Method:Partners on Method’s platform.

Here’s a look at Method’s 2015 Scaling New Heights sessions:

1. Method: Why Method is the #1 CRM for QuickBooks

In this session we’re providing an overview of the Method platform, our Customer Relationship Management solution, Method CRM, and our new non-profit solution, Method:Donor.
You’ll see how Method CRM tracks all of your customer history and follow-ups in one place without having to enter data twice. You’ll also be introduced to Method’s industry-leading sync with QuickBooks and the tools to personalize Method to be a solution made just for you and your clients.
 
PRESENTER | Aner Shachar, Method:Partner Account Manager
WHEN | Monday June 22nd 8 AM

2. Method: Made for Me App Showcase

With the new version of Method, you have the ability to create personalized apps in minutes for your business. In this show-and-tell session, you’ll see the personalized apps created by Method:Partners using Method’s drag and drop tools – no coding was used in the making of these apps! You’ll learn their scoping and building processes and get tips and tricks for building apps on Method for your own business.

PRESENTER | Jim Watson, Director of Method:Partnerships
WHEN | Monday June 22nd 12:10 PM

3. Method: Non-profit Solution Deep Dive

Join Gregg Bossen as he introduces the fundamentals of Method:Donor, Method’s latest app specifically built for the nonprofit industry. Gregg will familiarize you with the concepts and tools of Method:Donor as they relate to workflow, day-to-day use and efficiency gains. The session will also explore Method’s unique interface and QuickBooks integration. We’re really pumped to show off this app!

PRESENTER | Gregg Bossen, QuickBooks Made Easy, Method:Partner
WHEN | Monday, June 22 4:20 PM

4. Method CRM Deep Dive

In this two-part course, you will learn the fundamentals of Customer Relationship Management (CRM) though the solutions offered by Method CRM. Val Shibani, Method’s Director of Education, will review the Method CRM concepts and tools as they relate to workflow, day-to-day use and efficiency gains. You’ll leave this course with a strong understanding of (and excitement for) the benefits of tracking your client history and follow-ups all in once place. And you’ll be off to the races in using Method CRM!

PRESENTER | Val Shibani, Method’s Director of Education
WHEN | Tuesday June 23rd 12:10 PM & 2:30 PM

4. Method: Personalization 1 (Tables and Screens)

5. Method: Personalization 2 (Customization & Actions)

Across three sessions, this course is for those of you who are ready to start customizing Method. With the Method platform, you have the ability to personalize the system for your business’ unique needs, so in this course you’ll learn:

• the principles of databases (tables, fields, field types) and how they work with Method’s custom screen designer, tools, and controls
• designer-specific concepts using Method’s drag and drop platform – no coding required
• the concept of customization within Method’s new designer, specifically introducing Method actions by using existing Method apps as well as custom Method apps
• what actions are, where they’re used, and how they’re executed
• setup and configuration of action wizards to create actions sets and custom workflow using Method’s drag and drop tools, without any coding required, in a hands-on environment

WHO | Val Shabani, Method’s Director of Education
WHEN | Part 1 is Wed June 24th 12:10 PM | Part 2 Wed 2:30 PM & 4:30 PM
 
Method has a long history with the Scaling New Heights team, so we’re excited to reunite with old friends, and of course, make new ones.
See you there!
Paul, Barb, Jim, Val, Aner, and Monish

The post 5 Scaling New Heights Sessions You Can’t Miss appeared first on Method.