Blog

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 […]

Read more >

Complete the 2018 Annual Intuit Rate Survey!

Originally published on www.firmofthefuture.com The Intuit® Rate Survey is one of THE most-anticipated events every QuickBooks ProAdvisor® and accountant looks forward to completing! This year, we’ve enlisted the talents of popular ProAdvisor Michelle Long, CPA, and Heather Satterley, EA; they designed the survey to render information crucial to help you set your fees for the future – […]

Read more >

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 […]

Read more >

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 […]

Read more >

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 […]

Read more >

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 […]

Read more >