Monthly Archives: October 2013

Method CRM = No more Frankensteining!

Just returned from a Method Integration retreat for Method Solution Providers, where I learned all about this awesome product.  Method CRM users sync to their Quickbooks database using the Method Integration Engine. This allows an amazing array of benefits from managing customer relationships to building additional functionality into and around Quickbooks. Current applications include Method Field Service, Professional Service, Expense Reports, and more. But that’s just the beginning. I can customize the platform to create a free form database with unlimited tables and fields. This one tool can replace multiple 3rd party apps. Set up was easy with a free trial. I’m excited about Method and its endless possibilities, especially the end of Frankensteining multiple 3rd party apps. Thanks to Valbon Shabani, Director – Method Solutions Providers for opening my eyes to the endless possibilities I can achieve with Method.

For more information on what Method can do for your business, contact me at sevans@pbafs.com

 

PALM BEACH ACCOUNTING & FINANCIAL SERVICES PRESIDENT APPOINTED TO NATIONAL ADVISORY COUNCIL Silvia Evans will advise financial software maker Intuit Inc. on products and services

Accountant Silvia Evans of Palm Beach Accounting and Financial Services, LLC, is one of only 18 people nationwide to be named to Intuit Inc.’s (Nasdaq: INTU) Accountant and Advisor Customer Council. Intuit Inc., a leader in online solutions develops software products and services to help accounting professionals and their clients work more efficiently. Intuit’s products include QuickBooks®, Quicken® and TurboTax®.

 

Evans will participate on the council for two years, meeting periodically at Intuit’s Silicon Valley headquarters. Council members share insights, experience and expertise to help Intuit develop new products and services for accounting professionals and small business owners. “I’m thrilled to have the chance to influence the next wave of financial software products coming to market,” Evans said.

 

A QuickBooks ProAdvisor with more than 25 years experience in accounting and information systems, Evans provides QuickBooks consulting and service packages, and takes pride in organizing her client’s financial lives. “As entrepreneurs and business professionals, they should be able to focus on what they do best,” Evans said. “I love to provide services that free them from constant worry about managing their finances.”