Accountants + Apps = Win!
With Hosts Heather Satterley & Liz ScottConnecting finance business with the latest in technology, apps, & services
Accountants + Apps = Win!
With Hosts Heather Satterley & Liz ScottConnecting finance business with the latest in technology, apps, & services
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Unpacking Scaling New Heights 2025
Scaling New Heights 2025 brought fresh energy, bold ideas, and a powerful dose of tech-driven inspiration. Held June 22–25 at the Orlando World Center Marriott, the conference buzzed with innovation and forward-thinking conversations about the future of accounting....
Why Your Inbox Shouldn’t Be Your Project Manager
If your inbox is the busiest part of your practice, it might be time for a reset. Your inbox wasn’t built to manage projects, it was built to deliver messages. Yet here we are, letting it dictate our tasks, track client progress, and determine what’s urgent. Your...
Reimagining Client Onboarding for Lasting Relationships
Let’s talk about onboarding. Yes, onboarding. That first impression, the moment where clients decide if you’re the accounting pro of their dreams or just another bogged down spreadsheet slinger. Done well, onboarding builds trust, reduces chaos, and sets the tone of...
The Story of the ‘Appy Hour
Liz Scott and I (Heather Satterley) met back in 2017 when we were partnered together to teach a Master Class on QuickBooks Online for Intuit. Before the end of the first day we quickly realized that we were each other’s second self. Not only did we share a deep understanding of accounting processes and technology, but we both had an insatiable desire to learn as much as we could about new innovations, how they work, and how they will forge the future of our industry…
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