Join Laura Redmond at QB Connect Local

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Join Cloud Consultancy’s Laura Redmond for QuickBooks Online certification training through QB Connect Local. “This training will cover QuickBooks Online features and functionality: Set-up & navigation, “money-in” related to sales & revenue and “money-out” related to expenses & purchases as well as QuickBooks Online company settings & customization. In addition, we will cover reporting, resolving client […]

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 […]

Cloud Consultancy at CloudSummit2014

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Cloud Consultancy will be attending CloudSummit2014 in San Diego from September 17-19. Join us in the vendor Exhibit hall to talk about cloud based workflow in your business and what AERO WorkFlow can do to help your business run more smoothly. Click here for exhibit hall hours. Laura Redmond, Cloud Consultancy Partner, will be presenting at […]

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 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 […]