Automation is the way of the future in the accounting profession and clients are looking to us to help them increase efficiency and reliability of data through technology. How do you know when a process should be automated and how do you determine the solution? With so many options to choose from, how do you choose the right solution for you or your client. This session will show you how to develop a process to identify, evaluate and implement apps in your practice or with a client.
This step by step session will teach you how to:
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.