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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 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.

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

GROW YOUR FIRM WITH PROCESS AUTOMATION ADVISORY SERVICES

Available Date(s)
Tuesday, June 25, 2019: 12:00PM EDT

CostFREE  CPE Credits1.0 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      

Self-Study CPE Offered

5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES

Date OfferedNovember 8, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelAdvanced  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

Archived Webinars Offered

GROW YOUR FIRM WITH PROCESS AUTOMATION ADVISORY SERVICES

Date RecordedMay 16, 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