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Tax Pro Center | Intuit > Articles by: Heather Satterley, CPA, MSI

Heather Satterley, CPA, MSI

Heather Satterley, CPA, MSI

Heather is a CPA and 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®, a member of the exclusive Intuit® Trainer/Writer Network, and a Zapier Certified Expert. She holds an undergraduate degree in accounting, and a master’s degree in Innovation from Northeastern University in Boston.

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 six years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today. Heather was recently named a Top 100 ProAdvisor for 2020. Find Heather on Twitter @hsatterley.

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Practice Management

5 mistakes tax and accounting pros make and how to avoid them

December 28, 2020 / Heather Satterley, CPA, MSI
5 mistakes tax and accounting pros make and how to avoid them

Get up close and personal with Heather Satterley, CPA, in this thought leadership article on how to improve your firm.

Full Story

Client Relationships

Best Practices for Building Trust With Your Clients

August 22, 2018 (Last Modified: March 5, 2019) / Heather Satterley, CPA, MSI
Best Practices for Building Trust With Your Clients

Discover how to cultivate more meaningful relationships with your clients in this article from Heather Satterley, EA.

Full Story

Practice Management

Starting Your Own Firm: Tools You Need for Success

September 20, 2017 (Last Modified: May 7, 2020) / Heather Satterley, CPA, MSI
Starting Your Own Firm: Tools You Need for Success

Find out what kind of technology and tools you need to start your own firm.

Full Story

Practice Management

Should You Stay or Should You Go? Opening Your Own Practice

August 7, 2017 / Heather Satterley, CPA, MSI
Should You Stay or Should You Go? Opening Your Own PracticeLeaving your firm to go out on your own is a major life decision and shouldn’t be taken lightly. While many people start their own firms organically due to circumstances beyond their control, such as a reorganization or change in...

Full Story



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