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Free cpe webinars
Apps Advisory: How to Vet Technology for Clients


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 15, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Heather Satterley, CPA, to learn about Apps Advisory—consulting your clients on emerging technologies while introducing them to new applications that will benefit their workflows and streamline their processes. Discover how Apps Advisory integrates with process optimization and ways to empower your clients to embrace these innovative technologies.

Learning Objectives: 

  • Organize the client needs assessment process to discover motives, pain points, and goals 

  • Determine how to assess application criteria and take actionable steps to vet the technology 

  • Express and spark your clients’ interests to help them navigate their options

  • Evaluate and guide the implementation of their applications

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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. 

About Our Sponsor

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Swizznet, an Intuit-Authorized Commercial Hosting provider and a Microsoft Cloud Solution Provider, offers hosting solutions that free accountants and businesses from in-house infrastructure and IT headaches, and empower connection and collaboration from any computer or device. Swizznet protects your data with best-in-class cyberthreat detection and uses the latest cloud computing technology and tools to provide the fastest, most reliable cloud access to QuickBooks desktop applications. Plus, they’ve got your back with Obsessive Support and service, for the ultimate cloud accounting solution.