Скачать или смотреть How to get sales & finance working in lockstep in Quickbooks

Ever feel like your sales and finance teams are in a never-ending tug-of-war? Sales celebrates every contract like confetti’s raining down, while finance panics about unpaid invoices, messy paperwork, and who’s actually tracking what’s been delivered.

Here’s the truth: If your business juggles proposals, estimates, retainers, subscriptions, renewals, invoices, payments… or anything beyond simple cash-in-cash-out transactions, alignment between sales and finance is not optional—it’s a question of survival. 🤝

Your panel:
🔹 Tom Zehentner, CPA, Director of Growth & Product at FinOptimal— A “recovering auditor” who’s seen how unearned revenue mistakes tank growth.
🔹 Nelson De Miranda, Sr. Director of Sales, Customer Experience & Professional Services at Method CRM—Who’s built solutions for 1,000s of QuickBooks users tired of Sales ↔ Finance chaos.
🔹 Hosted by Matas Pranckevicius, who’s spent the past decade helping business owners fix their back-office tech stack.

Learn more about Method's QuickBooks integration here: https://MIurl.cc/loOrM5emI

************************

ABOUT METHOD

Running your business is tough—but managing relationships doesn’t have to be. Method extends the power of QuickBooks, giving you one platform to manage leads, customers, and vendors—your way. With real-time data sync and help from our dedicated team of customization experts, Method automates busywork and personalizes your workflows, so you can focus on growing your business.

Start your free trial today and see the difference for yourself: https://MIurl.cc/RROo3zjmI

#QuickBooksCRM #QuickBooksIntegration #QuickBooksOnline