For everyone
Time 40 min
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QuickBooks Connect 2021 Breakout Sessions

Using technology to document and manage your workflow

Learn best practices when documenting your firm and client processes from Heather, a process automation expert. In this session, you’ll leverage technology to document step-by-step instructions; create a documentation outline and action plan; and define metrics to measure the effectiveness of your firm’s training programs and documentation. Also, discover apps that make process documentation and project management a cinch.

Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting

Heather is the founder of Satterley Accounting Services and Satterley Training & Consulting, LLC. She is an Advanced Certified ProAdvisor, member of the Intuit Trainer/Writer Network, and a Zapier Certified Expert. Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019, and has been listed as a Top 100 ProAdvisor for the past eight years by Insightful Accountant.