by Heather Satterley | Jan 4, 2018 | Accounting, Apps, Bookkeeping, Practice Management, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online
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...
by Heather Satterley | Dec 29, 2017 | Accounting, Bookkeeping, QuickBooks Desktop, QuickBooks Enterprise
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,...
by Heather Satterley | Dec 15, 2017 | Accounting, Bookkeeping
Intuit is changing how accounting professionals work QuickBooks® Online Accountant (QBOA) has evolved over the past few years to become a dynamic suite of accounting, tax and productivity solutions for accounting professionals. Bookkeepers, CPAs and...
by Heather Satterley | Dec 15, 2017 | Accounting, Bookkeeping, QuickBooks Online
When our firm, Orefice & Caliri CPAs, got serious about switching our clients over to QBO, I worked out some best practices for streamlining set up procedures for our team and our clients. One trick I learned is how to use the Bookmark Manager in Chrome to scale...
by Heather Satterley | Nov 10, 2017 | Accounting, Bookkeeping, QuickBooks Online
2017 has been a year of fantastic changes for QuickBooks® Online Accountant (QBOA). With the introduction of practice management features in the Work tab to the reintroduction of the apps tab, Intuit® is making good on its promise to create One Place where accounting...
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...
