by Heather Satterley | Oct 4, 2018 | Apps, Efficiency, Practice Management, Tricks and Tips, Workflow Design, Zapier
You may have noticed that everyone has been talking A LOT about Zapier lately, and you’re probably wondering, what is all the buzz about? Imagine this: you send a new client a Google Form to gather their information. They complete and submit the form and the following...
by Heather Satterley | Jul 4, 2018 | Accounting, Practice Management, QuickBooks Desktop, QuickBooks Online
The 2018 Intuit® Rate survey has closed and the results are in! This year, we received responses from all over the world and will share the insights we learned in a series of articles to be published on the Firm of the Future blog over the next several months. Get...
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 | Jan 4, 2018 | Accounting, Apps, Efficiency, Practice Management, QuickBooks Online
It’s 2018 and another year is just beginning! Most of us spend the first few days of the year reflecting on how things went last year and often think about ways we can improve and grow in the next 12 months. There is something about beginning a new year...
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 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...
