Blog

January Thu, 2018

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 […]

December Fri, 2017

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 – […]

December Fri, 2017

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 other professionals that have adopted QBOA in their practice are benefiting from its many features, including the seamless integration between QBOA and Intuit® ProConnect™ […]

December Fri, 2017

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 QBO bookmarks across our firm and clients’ […]

November Fri, 2017

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 professionals can manage their firm, team members and client work. One feature that’s not so new, […]

September Fri, 2017

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 their company. Oftentimes, clients think they understand […]

August Mon, 2017

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 existing transactions already recorded in your database or add them as new […]

June Mon, 2017

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 changes to the regular time tracking feature? That’s […]

February Fri, 2017

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 cases, the business owner needs to know how many sessions have been used by the customer and how many […]

February Fri, 2017

From Fundera Ledger: https://www.fundera.com/blog/bookkeeper-vs-accountant Written by: Heather Satterley You’re at the point in your business that you know you need help with your accounting. You need advice about recordkeeping, legal structure, funding, and how to minimize your tax liability. Your insurance broker tells you that you need a bookkeeper to help you get organized, but your […]