Join Zapier Expert, Heather Satterley, as you design an automated client on-boarding workflow for your firm! Automate initial client scheduling, communications, document collection, engagement letter execution and the data entry of client information into the apps you already use in your firm.
Identify best practices and tools that can be used to map and automate your client onboarding process.
Heather Satterley is the Chief Innovation Officer for GrowthLab Finance-as-a-Service. She leads the strategic initiatives of Satterley powered by GrowthLab by working with accounting firms, venture-backed companies, and medium-sized businesses to identify inefficiencies, bottlenecks, and other areas for process improvement so they can simplify, automate, and standardize their finance, data, and accounting operations.
Heather is an Advanced Certified ProAdvisor, member of the exclusive Intuit Trainer/Writer Network, and a Zapier expert. She holds an undergraduate degree in Accounting and a Master’s Degree in Innovation from Northeastern University in Boston, MA.
Heather is the co-host of the The ‘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.
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