by Heather Satterley | Nov 1, 2017 | Workflow Design
Words cannot express how excited I am to be teaching four sessions at QuickBooks® Connect(QBC) this November! I’ll be speaking about QuickBooks Self-Employed, creating the tax practice of your dreams and how to use Zapier to automate your processes. My session on...
by Heather Satterley | Sep 20, 2017 | Apps, Practice Management, Start Up
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...
by Heather Satterley | Sep 15, 2017 | Accounting, Bookkeeping, Payroll, QuickBooks Online
When meeting with a new client for the first time, one of the most important topics is how they handle their payroll. Payroll is complicated; it is our job as trusted advisors to help clients stay in compliance and identify the most efficient way to handle payroll for...
by Heather Satterley | Sep 1, 2017 | Practice Management, Start Up
As part of a social campaign, #RecipeForSuccess, QuickBooks ProAdvisors® are creating recipes for small business success. Here’s one that was initially published on the QuickBooks® Online blog. Leaving your job to start a home-based business is exciting, but...
by Heather Satterley | Aug 8, 2017 | Practice Management, Start Up
Leaving your firm to go out on your own is a major life decision and shouldn’t be taken lightly. While many people start their own firms organically due to circumstances beyond their control, such as a reorganization or change in their geographic location, others...
by Heather Satterley | Aug 7, 2017 | Bookkeeping, QuickBooks Online
One of the most dynamic features of QuickBooks Online is the Bank Feed. This feature connects your online bank and credit card accounts to QuickBooks and feeds the transactions automatically into the banking center each day. Once imported, you can match them to...
by Heather Satterley | Jul 17, 2017 | Efficiency, Uncategorized
Something big happened! A couple of weeks ago something really big happened in my career. Well, actually two really big things happened. One big thing that happened was that I was named the Top QuickBooks Online ProAdvisor for 2017! I know! What an amazing experience...
by Heather Satterley | Jun 19, 2017 | Bookkeeping, Efficiency, QuickBooks Online, Workflow Design
You may have heard that TSheets, a leader in cloud-based time tracking apps, has been embedded in QuickBooks Online. This allows TSheets users to track and approve time from right inside QBO (which is awesome by the way), but did you know that there were other major...
by Heather Satterley | Feb 10, 2017 | Accounting, Bookkeeping, QuickBooks Online, Workflow Design
Workflow Solution: Set up and track prepaid multiple session sales in QuickBooks Many service-based businesses sell multi-session packages to their customers, examples could be a massage therapist, personal trainer, chiropractor or even a sports complex. In these...
by Heather Satterley | Feb 10, 2017 | Accounting, Efficiency, QuickBooks Online, Workflow Design
Did you know we just got ANOTHER free benefit for being a QuickBooks ProAdvisor. That’s right, if you are a QuickBooks ProAdvisor who uses QuickBooks Online Accountant, you get a free QuickBooks Self-Employed account! You can use the free account to get to know...
