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Heather D. Satterley, CPA, EA

Satterley Training & Consulting, LLC
Founder
heather@satterleyconsulting.com

Satterleytraining
Heather is a CPA and founder of Satterley Training & Consulting, LLC—a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology. She is also the founder of Satterley Accounting Services -a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials.

Heather is an Advanced Certified ProAdvisor, an Intuit Trainer/Writer Network member, and a Zapier Certified Expert. She holds an undergraduate degree in Accounting and a master's degree in Innovation from Northeastern University in Boston, MA.

Heather is the co-host of the QB 'Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment. She also co-hosts the Accounting Automation Workflow podcast.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past seven years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.  

About Us: Satterley Training & Consulting is a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology.

Archived Webinars Offered

END-TO-END WORKFLOWS WITH PRACTICE IGNITION AND INTUIT PRACTICE MANAGEMENT 

Date RecordedSeptember 16, 2021  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

FIVE AUTOMATIONS EVERY ACCOUNTING FIRM SHOULD KNOW

Date RecordedMay 18, 2021  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - medium firm, CPA - large firm, Other    

INTRODUCTION TO ZAPIER FOR ACCOUNTANTS

Date RecordedMay 13, 2021  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

QUICKBOOKS ONLINE CERTIFICATION EXAM PREP TRAINING: PART 2

Date RecordedOctober 1, 2020  CostFREE  Course Length3.0 hours  Subject AreaComputer Software and Applications  Course LevelIntermediate  Instructional MethodGroup Internet Based  Prerequisites  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner    

GROW YOUR FIRM WITH PROCESS AUTOMATION ADVISORY SERVICES

Date RecordedJune 25, 2019  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

AUTOMATING BOOKKEEPING PROCESSES WITH QUICKBOOKS ONLINE INTEGRATED APPLICATIONS

Date RecordedNovember 21, 2018  CostFREE  Course Length2.0 hours  Subject AreaComputer Software and Applications  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

SET IT AND FORGET IT: USING ZAPIER TO AUTOMATE WORKFLOWS IN YOUR PRACTICE

Date RecordedApril 5, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

QUICKBOOKS SELF-EMPLOYED IN YOUR PRACTICE

Date RecordedFebruary 28, 2018  CostFREE  Course Length1.5 hours  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm    

5 QUICKBOOKS TRICKS FOR ACCOUNTANTS

Date RecordedOctober 7, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other