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Heather D. Satterley, EA

Satterley Training & Consulting LLC
Founder
heather@satterleyconsulting.com

Satterleytraining
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 6 years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.

About Us: Heather Satterley is an Intuit Advanced Certified ProAdvisor and trainer located in Portsmouth, RI. She has been a ProAdvisor since 1999 and has been Advanced Certified since 2007. She is a member of the Intuit Trainer/Writer Network and was part of the development team for both the QuickBooks Online and Desktop Advanced Certification training and exams.

Upcoming Live Webinars

QUICKBOOKS ONLINE CERTIFICATION EXAM PREP TRAINING: PART 1

Available Date(s)
Monday, January 27, 2020: 1:00PM EST

CostFREE  CPE Credits3.0 hours  Subject AreaComputer Software and Applications  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other, Small Business Owner     This webinar has been extended from 2.5 to 3 hours 

Self-Study CPE Offered

AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP

Date OfferedNovember 8, 2019  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

Archived Webinars Offered

INTRODUCTION TO ZAPIER FOR ACCOUNTANTS

Date RecordedJanuary 15, 2020  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

GROW YOUR FIRM WITH PROCESS AUTOMATION ADVISORY SERVICES

Date RecordedJune 25, 2019  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other    

AUTOMATING BOOKKEEPING PROCESSES WITH QUICKBOOKS ONLINE INTEGRATED APPLICATIONS

Date RecordedNovember 21, 2018  CostFREE  Course Length2.0 hours  Subject AreaComputer Software and Applications  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other    

SET IT AND FORGET IT: USING ZAPIER TO AUTOMATE WORKFLOWS IN YOUR PRACTICE

Date RecordedApril 5, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

QUICKBOOKS SELF-EMPLOYED IN YOUR PRACTICE

Date RecordedFebruary 28, 2018  CostFREE  Course Length1.5 hours  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm    

5 QUICKBOOKS TRICKS FOR ACCOUNTANTS

Date RecordedOctober 7, 2016  CostFREE  Course Length1.0 hour  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other