Blog

Zapier…what’s all the buzz about?

You may have noticed that I’ve been talking A LOT about Zapier lately, and you’re probably wondering, what is all the buzz about? Imagine this: you send a new client a Google Form to gather their information. They complete and submit the form and the following tasks occur automatically: The client is added as a […]

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Satterley Training & Consulting Named a Top QuickBooks Blog for 2018 by TSheets

2018 is off to an AMAZING start here at Satterley Training & Consulting, LLC! My blog has been named one of The Top 14 QuickBooks Blogs to Read in 2018 by TSheets and I couldn’t be more thrilled. I am so thankful, humbled and honored to have my blog included on this list alongside other […]

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Housekeeping Tasks Every Business Should do in the New Year

  It’s 2018 and another year is just beginning! Most of us spend the first few days of the year reflecting on how things went last year and often think about ways we can improve and grow in the next 12 months. There is something about beginning a new year that invigorates us and motivates […]

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Starting Your Own Firm: Tools You Need for Success

In my previous article, “Should You Stay or Should You Go? Opening Your Own Practice,” I focused on how to decide whether you want to leave a firm to start your own accounting or bookkeeping practice – the most difficult part of the process. By the time you’ve made the decision to go out on […]

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Welcome to Consulting in the World of Apps – A primer. (Part 2)

by Heather Satterley Contributing Author In part one of this mini-series we examined the preliminary steps to finding the best App for your client. Key among these preliminaries is to ‘get to know your client’, examining the total environment in which the App will become one piece of the puzzle. Next we looked at ‘finding […]

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Welcome to Consulting in the World of Apps – A primer. (Part 1)

by Heather Satterley Contributing Author, William “Bill” Murphy Changes, they are a coming… oh wait, they’re already here! The accounting software industry has been changing, moving and growing. Early adopters have endured the brunt of the evolution. As Joe Woodard put it last month at the Scaling New Heights Conference in San Antonio, “One step […]

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