Heather Satterley is the founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Co-founder of Backoffice Ally, a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. Co-Host of The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.
Brian Clare is the founder and CEO of Blueprint Accounting, Inc., a boutique accounting firm providing bookkeeping, tax, and vCFO services, located in Ottawa, Canada. Blueprint has been virtual since day 1 and Brian has implemented many automated workflows to help with administrative and client tasks in order to free up time to focus on other exciting opportunities to help grow Blueprint.