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Free cpe webinars
Grow Your Firm with Process Automation Advisory Services


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 25, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Today’s dynamic business landscape requires small business owners to run fast, creating new opportunities for accounting professionals to advise business clients on how to leverage technology and automate processes to outpace the competition. In this webinar you’ll learn best practices, methods, and technology to help your clients streamline their business processes. Learn the fundamentals of process analysis, workflow design, and how to find and successfully implement the right solutions for your clients.

Whether it’s on-boarding a new customer or employee, managing day to day operations such as accounts payable, payroll and benefits, or streamlining other repetitive business tasks, your clients will look to you for help and guidance.

This presentation includes an introduction and demonstration of ADP’s Accountant Connect platform, which includes robust features allowing you to manage your clients’ ADP® payroll data & analytics while also providing you valuable tools, such as Compensation Benchmarking, to help bring additional value to your firm and clients.

Learning objectives:

  • Recognize how technology & advisory services can add value to client relationships and help grow your practice.

  • Identify the various HR functions within a business, the steps to analyze existing processes and how to recognize the need for automation.

  • Where to find apps that can automate client processes.

  • Understand and apply best practices when developing and executing an implementation plan.

  • How to utilize reporting and analytics tools, including enhanced general ledger mapping features within Accountant Connect to help streamline workflow processes.

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Heather is founder of Satterley Training & Consulting, LLC - a consulting firm focused on helping businesses define, design and automate their processes by employing innovative strategy and cloud-based technology. Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier Certified Expert. She holds not only an undergraduate degree in Accounting, but a Masters Degree in Innovation from the D’Amore McKim School of Management at Northeastern University in Boston, MA.

Heather is the co-host of the QB ‘Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past 7 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.

About Our Sponsor

Adp logo
At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people.

With unmatched expertise and solutions, we partner with forward-thinking accounting professionals who value being essential to their clients' success. ADP offers accounting professionals’ the most flexible partner models, powered by quick & easy insights from the most complete set of solutions for your firm & your clients. All backed by dedicated expert support with a human touch. You'll also receive anytime access to your authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning Accountant Connect platform.  Learn more at