{"id":13076,"date":"2020-07-13T11:00:41","date_gmt":"2020-07-13T15:00:41","guid":{"rendered":"https:\/\/www.method.me\/?page_id=13076"},"modified":"2026-01-13T07:40:33","modified_gmt":"2026-01-13T12:40:33","slug":"quickbooks-training","status":"publish","type":"page","link":"https:\/\/www.method.me\/customer-success\/quickbooks-training\/","title":{"rendered":"Savvy Bird Consulting"},"content":{"rendered":"\n
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How Savvy Bird
Consulting drives small business growth<\/h1>\n\n\n\n

Learn how an entrepreneur empowers small business owners to take control of their finances with Method CRM.<\/p>\n\n\n\n

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Try Method CRM and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n

Want to see it in action first? Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n

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\"Kayla<\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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Meet Kayla, the owner of Savvy Bird Consulting<\/h2>\n\n\n\n

Kayla Prusinski is the founder and owner of Savvy Bird Consulting<\/a> \u2013 a Minnesota-based QuickBooks training and accounting firm. An entrepreneur herself, Kayla is dedicated to helping small business owners grow their businesses and take control of their finances.<\/p>\n\n\n\n

Three years into running her QuickBooks training and consulting business, Kayla realized she needed a CRM to keep up with the growing demand for her services. She shopped the market, trying out solutions like Salesforce<\/a> and HubSpot, but found these CRMs didn\u2019t meet her day-to-day needs. <\/p>\n\n\n\n

For Kayla, Salesforce was simply out of budget as a small business owner and HubSpot, although a freemium solution, didn\u2019t offer the level of data privacy she was looking for. <\/p>\n\n\n\n

As an Advanced Certified ProAdvisor for QuickBooks Online, Kayla turned to the QuickBooks ecosystem for a CRM solution that would work the way she needed it to. That\u2019s when she found Method \u2013 the #1 rated QuickBooks CRM<\/a> on Apps.com<\/a>. <\/p>\n\n\n\n

Enter Method CRM<\/h2>\n\n\n\n

Excited about finding the only CRM with a real-time, two-way QuickBooks sync, Kayla joined the\u00a0Method:Partner program<\/a>\u00a0in October 2019 and has been using Method CRM ever since.\u00a0<\/p>\n\n\n\n

What Kayla loves about Method CRM is how easy it makes lead management<\/a>. Thanks to Method\u2019s web to lead form<\/a>, Kayla can automatically capture website leads who are interested in her QuickBooks training and accounting services. <\/p>\n\n\n\n

\"Screenshot<\/figure>\n\n\n\n

Plus, with the help of Method\u2019s customization services<\/a>, Kayla was able to create a lead gen form<\/a> that\u2019s on-brand and automatically collects answers to the questions she needs to ask her small business clients, such as:<\/p>\n\n\n\n

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  • What is your vision for your business?<\/li>\n\n\n\n
  • What level are you at with QuickBooks? <\/li>\n\n\n\n
  • What services are you looking for?  <\/li>\n<\/ul>\n\n\n\n

    By gathering this information in advance, Kayla is as prepared as possible for meetings with potential clients. As a result, she saves both her and her client\u2019s time as she can immediately share which of her services are the best fit for them.<\/p>\n\n\n\n

    Kayla weighs in: Why Method CRM?<\/h2>\n\n\n\n
    \"Kayla<\/figure>\n\n\n\n

    What Kayla loves most about Method<\/a> are its flexible workflows and real-time, two-way QuickBooks sync. Here\u2019s why.<\/p>\n\n\n\n

    Workflows that work the way you do<\/h3>\n\n\n\n

    Kayla needed a solution that\u2019s as customizable as the QuickBooks training and accounting services<\/a> she provides to her small business clients. The other CRMs she had tried took a one-size-fits-all approach to workflows and this simply didn\u2019t work for the personalized offerings Kayla provides her clients with. <\/p>\n\n\n\n

    Tired of using solutions that didn\u2019t make sense for her business, Kayla leveraged Method\u2019s custom CRM software<\/a> to meet her needs. Method\u2019s fully customizable workflows allow Kayla to work the way she wants to and help her deliver the tailored QuickBooks training and consulting she\u2019s known for more efficiently than ever before.<\/p>\n\n\n\n

    No longer confined to the rigidness of other CRMs, it\u2019s easier than ever for Kayla to give her clients exactly what they need with Method CRM.<\/p>\n\n\n\n

    The QuickBooks sync makes it a perfect fit<\/h3>\n\n\n\n

    One of Kayla\u2019s favorite Method<\/a> features is the two-way QuickBooks sync. Kayla says Method is \u201cone of the best tools made specifically for QuickBooks users\u201d and that if you\u2019re already using QuickBooks, \u201cit\u2019s a no-brainer to also use Method.\u201d<\/p>\n\n\n\n

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    \u201cMethod is one of the best tools made specifically for QuickBooks users. If you\u2019re already using QuickBooks, it\u2019s a no-brainer to also use Method.\u201d<\/em><\/em><\/em><\/em><\/p>\n\u2014 Kayla Prusinski<\/em><\/em>, <\/em>
    Advanced Certified QuickBooks Online ProAdvisor, Savvy Bird Consulting<\/em><\/cite><\/blockquote>\n\n\n\n

    With Method\u2019s QuickBooks sync, Kayla can rest assured that her and her clients\u2019 accounting data<\/a> is always up to date as she\u2019s \u201cconfident that with the two-way sync [she] won\u2019t have any duplicates or issues.\u201d Overall, Kayla says Method is \u201cthe perfect addition to the QuickBooks ecosystem.\u201d <\/p>\n\n\n\n

    What’s next for Kayla<\/h2>\n\n\n\n

    Still new to the Method:Partner program, Kayla looks forward to building up her expertise on Method CRM and wants to share its value with more of her clients. <\/p>\n\n\n\n

    For now, she\u2019s happy to have a CRM solution that\u2019s as customizable as the QuickBooks training and accounting services she provides her clients with. <\/p>\n\n\n\n

    Image credit: K Solberg Photography<\/em><\/em><\/p>\n<\/div>\n\n\n\n

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    \n
    \"Profile<\/figure>\n\n\n\n

    About<\/h3>\n\n\n\n

    Savvy Bird Consulting provides QuickBooks training and accounting services that help small businesses grow.<\/p>\n\n\n\n

    savvybirdconsulting.com<\/a>\u00a0<\/a><\/a><\/p>\n\n\n\n

    Location<\/h3>\n\n\n\n

    Minneapolis, MN<\/p>\n\n\n\n

    Industry<\/h3>\n\n\n\n

    Accounting<\/p>\n<\/div>\n\n\n\n

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    Favorite Method features<\/h3>\n\n\n\n
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    • QuickBooks sync<\/li>\n\n\n\n
    • Web to lead forms<\/li>\n\n\n\n
    • Customizable workflows<\/li>\n<\/ul>\n\n\n\n
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      Watch demo of Method CRM<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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      Download this case study<\/h3>\n\n\n\n
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      Get your copy of Savvy Bird’s case study<\/span><\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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      See what users have to say about Method:<\/h3>\n\n\n\n
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      \u00a0<\/div>\n

      Read more Method CRM reviews <\/a><\/p>\n<\/div>\n