QuickBooks is known for its ease of use but there are so many ways to make using the program more efficient. When you first gain access to the client’s file, what should you do to make sure that the health of file does not impact the work you are doing. In addition, you’ll learn ways to save time on those clean up tasks while boosting the service you can provide to clients in the process. No matter what version of QuickBooks you are using (or considering using) you’ll gain invaluable insights. Join in for this session where we will cover the 5 tricks every accountant should know when using QuickBooks.
Identify timesaving gems to make cleanup work more efficient
Analyze the health of client files
Recognize the client’s pain points and offer suggestions
Heather is founder of Satterley Training & Consulting, LLC - a consulting firm focused on helping accounting professionals learn and master the QuickBooks ecosystem and build their practice. Heather is an Advanced Certified ProAdvisor, a member of the exclusive Intuit Trainer/Writer Network, and Zapier Certified Expert. She is also an Enrolled Agent licensed to practice before the IRS.
Heather is a co-host of the QB ‘Appy Hour with Liz and Heather, a monthly webinar series devoted to helping accounting professionals become confident using accounting technology in a fun, relaxed environment.
Heather was named the Top QuickBooks Online ProAdvisor in 2017 and Top 100 ProAdvisor for the past 5 years by Insightful Accountant.
Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.