Case Study: Satterley Training & Consulting LLC achieves automated back-office processes and expanded HR advisory services with ADP’s Accountant Connect

Automating Client Processes in Your Firm

Heather Satterley, owner of Satterley Training & Consulting LLC, helps multiple small accounting firms streamline back‑office workflows and choose technology that fits their clients’ needs. Her challenge was finding a scalable, easy‑to‑onboard platform with solid training and partner support that won’t break the budget for smaller firms.

She evaluated and adopted ADP’s Accountant Connect, a free platform for accountants that offers CPE, compensation benchmarking, a tax library and RUN integrations. Firms using the platform have expanded into payroll, HR and benefits advisory work, begun referring clients for retirement plans, and use ADP’s benchmarking as a value‑added service; Satterley now refers clients to ADP and has launched a new bookkeeping practice, Back Office Ally, using the solution.

Satterley Training & Consulting LLC

Heather Satterley

Owner/Founder