Content Provider

Sponsored by
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Self-Study CPE
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View Details/Register
Free cpe webinars
Grow Your Firm with Process Automation Advisory Services


Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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 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.

Handout Materials
Presentation Slides
Additional Materials
Fact Sheet
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Adp logo
You do more than accounting. We do more than payroll. 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. 
ADP offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help you get strategic and increase firm revenue, along with anytime access to authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning cloud solution Accountant Connect.  Learn more at