Blog

Transforming Your Practice: Moving Desktop Clients Online

by Heather Satterley When managing a business, it is so important to find the right tools and make the most of your resources. I am a wholehearted believer in the “work smarter, not harder” ideology; in fact, it drives almost everything I do in life – both personally and professionally. If I can streamline a […]

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New QuickBooks® Import Summary Report Now Available

by Heather Satterley Where have you been all my life? If you’ve been actively migrating your QuickBooks® Desktop (QBDT) clients to QuickBooks Online (QBO) during the past few weeks, you may have noticed a sweet little nugget delivered to your email after conversion that contains juicy detailed information about your client’s data. That’s right…in February, Intuit® rolled […]

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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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