Creating a Custom Workflow Solution

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AAA Furnace and Air Conditioning Company is a large HVAC service company located in the heart of Silicon Valley. Founded in 1957, AAA installs, maintains, repairs, and services residential and commercial HVAC systems. When Cloud Consultancy partner Victoria Cameron was called in to help, the firm was struggling to make their business processes work using […]

New Aero Webinar Scheduled

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Whether you are performing the work yourself, or delegating the work to staff, managing workflow for your practice is critical. On December 15, Cloud Consultancy will introduce you to AERO WorkFlow manager and how it can help you design a practice management system that allows you to manage and track deadlines, staff and client communications, […]

QuickBooks is easy to use

Is QuickBooks Online a Good Fit for My Company?

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Are you wondering if your business should switch to QuickBooks Online? Are you starting a new business and wondering which accounting package to pick? We love QuickBooks Online, but sometimes QuickBooks Premier or Enterprise is a better choice. Below are some considerations to weigh when deciding. Note that many of the issues that often force […]

QuickBooks Online App from the Apple App Store

Why we love QuickBooks Online

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1At Cloud Consultancy, we use QuickBooks Online to run our business. Of course we are committed to cloud based solutions like Method:CRM and QBO, but that not the sole reason for using QBO. We love using it and love it when our clients do. Heres a list of our favorite things about QBO: Everywhere, all […]

New Screens Added to AERO

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AERO Workflow Manager users may notice a couple new tab links on their Help tab today. We’ve added two new screens to provide support: a feedback page and a page to access the Method:CRM help center. The Feedback screen is an entirely new feature. Instead of sending an email to Cloud Consultancy support, you can use the Feedback screen […]

QuickBooks 2014 R6 Update Introduces Several Bugs

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As Charlie Russell details in his post for the Sleeter Group, the latest update for QuickBooks 2014 has introduced some bugs that include one affecting add-ons such as Method:CRM. Although Intuit pulled the faulty patches on June 20, they were released through both manual and automatic updates before then. If you are affected by this update, […]

Laura Redmond is the Method Solution Provider of the Year

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Warren presents Laura with the MSP of the Year award at Scaling New Heights 2014 Hot on the heels of her recognition by Intuitive Accountant as a Top-10 ProAdvisor, Cloud Consultancy’s Laura Redmond has been named Method:CRM‘s Method Solution Provider of the Year. Laura was an early convert to Method and has been a Solution […]

AERO Activities and Method Activities

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At Cloud Consultancy, we sometimes get asked what the difference is between activities in AERO Workflow Manager and Method:CRM. It can be a little tricky to answer, because there isn’t really a way to look at AERO activities vs. Method activities. AERO is a Method add-on, which means Cloud Consultancy used the tools the Method […]

AERO Webinar – Managing your Day with AERO

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Wondering how your firm might benefit from AERO Workflow manager?  Join us on October 9, noon PT, as we demonstrate how to use AERO and Method CRM to manage and track  the days’ activities, both planned tasks to do, and those inevitable unplanned interruptions.  We will also be previewing some of the exciting updates we’ve […]