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About Heather Satterley


I know how to help you because I’ve been in your shoes. In my work traveling the country teaching QuickBooks Online, I have learned that many of you struggle with the same things I have: developing the processes to efficiently run and scale your practice.

My perspective is fueled by my the experience working at firms of all sizes, from my one-person bookkeeping shop to an organization of nearly 100 people. I even spent time at one of the Big Five.

Regardless of the size of the organization I worked in, I used technology to transform my workflow and processes. As I found solutions that made life easier for me and my clients, my business grew. My workflow made it easier to hire and train new employees. Now my passion is helping you.

Awards and Certifications