{"id":116164,"date":"2023-09-04t10:00:26","date_gmt":"2023-09-04t14:00:26","guid":{"rendered":"\/\/www.g005e.com\/?p=116164"},"modified":"2024-08-27t17:01:20","modified_gmt":"2024-08-27t21:01:20","slug":"heather-satterley-youve-got-to-meet-people-where-they-are","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/09\/04\/heather-satterley-youve-got-to-meet-people-where-they-are\/","title":{"rendered":"heather satterley: you&#8217;ve got to meet people where they are"},"content":{"rendered":"<p style=\"text-align: left;\"><strong>stop saying yes to everything and start saying yes to yourself.<\/strong><\/p>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"heather satterley: you've got to meet people where they are\" src=\"https:\/\/player.vimeo.com\/video\/856161397?h=0044cd3c7b&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\"><\/iframe><\/div>\n<h6 style=\"text-align: center;\"><strong>subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere:<\/strong> <span style=\"color: #0056a6;\"><a style=\"color: #0056a6;\" href=\"https:\/\/cpa.click\/apple-podcasts\">apple<\/a>,<\/span> <a href=\"https:\/\/cpa.click\/google-podcasts\">google<\/a>, <a href=\"https:\/\/cpa.click\/spotify\">spotify<\/a>, <a href=\"https:\/\/cpa.click\/iheart-podcasts\">iheart<\/a>, <a href=\"https:\/\/cpa.click\/deezer\">deezer,<\/a> <a href=\"https:\/\/cpa.click\/amazon-podcasts\">amazon music and audible<\/a>, <a href=\"https:\/\/cpa.click\/playerfm-podcasts\">player fm<\/a>, <a href=\"https:\/\/cpa.click\/audacy\">audacy<\/a>, <a href=\"https:\/\/cpa.click\/gaana\">gaana (india)<\/a>, and <a href=\"https:\/\/cpa.click\/boomplay\">boomplay (africa)<\/a>.<\/h6>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.podomatic.com\/embed\/html5\/episode\/10591156?style=small&amp;width=&amp;height=120\" width=\"100%\" height=\"97\" frameborder=\"1\"><\/iframe><\/p>\n<figure id=\"attachment_96261\" class=\"thumbnail wp-caption alignright\" style=\"width: 254px\"><a href=\"\/\/www.g005e.com\/category\/the-disruptors\/\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-96261\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-424x242.png\" alt=\"\" width=\"254\" height=\"145\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-424x242.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-300x171.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-600x343.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-849x485.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-768x439.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022-1536x877.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/04\/the-disruptors-with-liz-farr-and-cpat-hdr-vf-2022.png 1600w\" sizes=\"auto, (max-width: 254px) 100vw, 254px\" \/><\/a><figcaption class=\"caption wp-caption-text\">see <a href=\"\/\/www.g005e.com\/category\/the-disruptors\/\">the disruptors<\/a><\/figcaption><\/figure>\n<p><strong>the disruptors<\/strong><br \/>\n<em>with liz farr<\/em><\/p>\n<p><span data-contrast=\"auto\">heather satterley is well-known for being an accounting tech expert. but tech isn\u2019t the only skill accountants need today and for the future. \u201cyou can have great technology skills, but if you don&#8217;t have people skills and those softer skills, that&#8217;s going to be a problem,\u201d she said.\u00a0 <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<blockquote><p><strong>more <\/strong><strong>podcasts and videos:<\/strong> <a href=\"\/\/www.g005e.com\/2023\/08\/27\/bill-penczak-stop-forcing-smart-people-to-do-stupid-work\/\">bill penczak: stop forcing smart people to do stupid work<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/08\/21\/sandra-wiley-staffing-problem-check-your-culture\/\">sandra wiley: staffing problem? check your culture<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/27\/scott-scarano-first-grow-people-then-firm-growth-can-follow\/\">scott scarano: first, grow people. then firm growth can follow<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/13\/jody-padar-build-a-practice-that-works-for-you-not-vice-versa\/\">jody padar: build a practice that works for you, not vice-versa<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/07\/ira-rosenbloom-with-ma-nobody-wants-a-fixer-upper\/\">ira rosenbloom: with m&amp;a, nobody wants a fixer-upper<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/19\/disruptors-peter-margaritis-the-power-skills-every-accountant-needs\/\">peter margaritis: the power skills every accountant needs<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/31\/joe-montgomery-find-the-sweet-spot-of-the-right-clients-right-services-and-right-prices\/\">joe montgomery: find the sweet spot of the right clients, right services and right prices<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/05\/17\/marie-greene-with-staffing-lose-bad-apples-before-ruining-the-bunch\/\">marie green: your bad apples are ruining you<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/05\/01\/megan-genest-tarnow-hire-for-curiosity-rather-than-compliance\/\">megan genest tarnow: hire for curiosity rather than compliance<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/02\/18\/clayton-oates-one-way-to-keep-clients-for-life\/\">clayton oates: one way to keep clients for life<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/02\/10\/randy-crabtree-follow-these-3-rules-to-keep-employees-happy\/\">randy crabtree: follow these three rules to keep employees happy<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/12\/12\/erik-solbakken-work-less-and-make-more\/\">erik solbakken: yes, you can work less and make more<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/05\/future-firm-growth-requires-a-mindset-shift\/\">donny shimamoto: future firm growth requires a mindshift<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/11\/28\/jennifer-wilson-empower-young-workers-to-build-the-firm-everyone-loves\/\">jennifer wilson: empower young workers to build the firm everyone loves<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/11\/16\/mike-whitmire-re-think-your-hiring-and-training-practices\/\">mike whitmire: re-think your hiring and training practices<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/09\/21\/hector-garcia-how-niche-knowledge-drives-success\/\">hector garcia: success strategies of a quickbooks youtube superstar<\/a> | <a href=\"\/\/www.g005e.com\/2022\/04\/19\/disruptors-blake-oliver-liz-farr\/\">blake oliver: why tax work yearns to be free<\/a>|\u00a0<a href=\"\/\/www.g005e.com\/2022\/04\/08\/watch-martin-bissett-urges-accountants-to-go-commercial\/\">private equity explodes in u.k.<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2022\/04\/04\/stop-accepting-the-status-quo\/\">brannon poe: the status quo must go<\/a> \u00a0| <a href=\"\/\/www.g005e.com\/2022\/03\/28\/accounting-nerds-tap-into-your-secret-super-powers\/\">accounting nerds, unlock your super powers<\/a> \u00a0| <a href=\"\/\/www.g005e.com\/2022\/09\/02\/disruptor-jason-staats-shakes-up-the-status-quo\/\">disruptor: jason statts shakes up the status quo<\/a> | <a href=\"\/\/www.g005e.com\/2022\/03\/09\/matt-wilkinson-think-small-to-think-big\/\">think small to think big with matt wilkinson<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/03\/06\/the-disruptors-corey-schmidt-on-re-inventing-your-firm\/\">when financial statements go extinct with corey schmidt<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/02\/14\/geraldine-carter-can-she-save-accountants-from-themselves\/\">can geraldine carter save accountants from themselves?<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2022\/01\/27\/disruptors-tyler-anderson\/\">re-inventing accounting with tyler anderson<\/a><\/p>\n<p><span style=\"color: #c9990a;\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>\u00a0exclusively for pro members.\u00a0<a style=\"color: #c9990a;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/02\/05\/22-predictions-for-2021\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" style=\"color: #c9990a;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p><span data-contrast=\"auto\">one of those softer skills that will be a key skill for the future is problem-solving, which requires keeping an open mind to \u201clook at not just facts and figures, but look at tools, resources, people and pull them all together,&#8221; she explained. no one can be an expert at everything, so having \u201ca wide network of really awesome professionals\u201d is vital for filling in any gaps \u201cto get the job done.\u201d <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><!--more--><\/p>\n<p><span data-contrast=\"auto\">satterley encourages accountants \u201cto meet people where there are\u201d as a way to attract and retain talent. think about how people want to work and the work-life balance they want, and \u201cmeet them there.\u201d she added that accountants also need to do their part to overcome the stereotype of accounting as a boring, desk-bound career. \u201caccounting is not what it used to be,\u201d satterley said. \u201cwe are very technology-focused.\u201d<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">she continued, \u201cwe need to be kind to ourselves,\u201d which includes giving ourselves \u201csome empathy and understanding of the fact that we&#8217;re not perfect.\u201d satterly said we tend to carry the weight of not only our lives, but also the weight of everything going on in our clients\u2019 lives. she said we also need to make time for the things we love. \u201cwhatever it is you love to do, make time to do it. the work is still going to be there. but stop saying yes to everything and start saying yes to yourself.\u201d<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{}\"><strong>11 more takeaways from heather satterley<\/strong><\/span><\/p>\n<ol>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">let people work virtually so they can have the work-life balance they want and the ability to work when they\u2019re at their best and can pursue the things they care about in the rest of their lives.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">subscription or relationship pricing, as described in ron baker\u2019s book &#8220;<\/span><i><span data-contrast=\"auto\">time\u2019s up!&#8221;<\/span><\/i><span data-contrast=\"auto\"> is a new business model. instead of selling time or tax returns or audits, you\u2019re selling the relationship with the client. practitioners who have done this can drastically cut their client loads while increasing revenue.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">to create a firm you love, first figure out who you want to be as a practitioner and as a business. think about what you want your life to look like and what you\u2019re really good at, as well as what you don\u2019t want to do.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">what does your ideal client look like? target the people you want to work with and accept only the clients who fit that profile.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">if you have clients who aren\u2019t your ideal client, can they be coached into becoming an ideal client? or is it better for you and your firm to disengage while protecting that client?<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">accountants need to stop working seven days a week and skipping family dinners. stop saying yes to everything, especially to clients you know are not a good fit. value your own personal time and space.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">equating time with money means we are using our time to make wealth. but every hour committed to the billable hours means you are giving up a piece of yourself.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">to make change in our lives means we need to stop doing things the way we\u2019ve done them to this point. just taking time out of busy season to reflect on how you feel and why you feel that way opens yourself up to the opportunity to make change. <\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">apologizing and owning your mistakes can be incredibly freeing. once you move through what you thought was a wall, you realize it was just a curtain, and you\u2019re relieved of that heaviness.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">cas is what full-service bookkeepers and non-cpas have been providing their clients with for years. it\u2019s not new.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"?\" data-font=\"symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;?&quot;,&quot;469777815&quot;:&quot;hybridmultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">a trend for the future will be firms that bring together everything that business owners need under one roof. besides accounting and tax, this may include legal and other professional services.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ol>\n<figure id=\"attachment_116165\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-116165 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-201x201.jpg\" alt=\"\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/heather-satterley-small-300x300.jpg 300w\" sizes=\"auto, (max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\">satterley<\/figcaption><\/figure>\n<p style=\"padding-left: 40px;\"><em><strong>about heather satterley\u00a0<\/strong><\/em><\/p>\n<p style=\"padding-left: 40px;\"><em>heather satterley is the director of education of media at woodard. her passion for helping others and her love for technology have shaped her career in public accounting. satterley&#8217;s affinity for facilitating change within an organization is paramount to her work, helping businesses design and automate their business processes using cutting-edge technologies. she wholeheartedly believes in the power of community and the magic that is created when people work together toward the same purpose. \u00a0<\/em><\/p>\n<p style=\"padding-left: 40px;\"><em>in addition to her work with woodard, satterley is the co-host of <a href=\"https:\/\/theappyhour.com\/\">the appy hour with liz and heather<\/a>, a webinar series devoted to demystifying the world of technology and apps in the accounting profession. she is also the co-creator and producer of <a href=\"https:\/\/cpa.click\/appyhourcamp\">appy hour camp<\/a>, a collaborative retreat experience created to connect and nurture the relationship between accounting professional educators and software developers.\u00a0\u00a0<\/em><\/p>\n<p style=\"padding-left: 40px;\"><em>satterley was named a categorical top 10 proadvisor in 2017 and 2019 and was listed as one of the top influential people in accounting by accounting today in 2019.\u00a0<\/em><\/p>\n<p><strong>transcript<br \/>\n<\/strong><em>(transcripts are made available as soon as possible. they are not fully edited for grammar or spelling.)<\/em><\/p>\n<p><strong>liz farr<\/strong> 0:03<br \/>\nwelcome to accounting disrupter conversations. i&#8217;m your host, liz farr, from 卡塔尔世界杯常规比赛时间. my guest today is heather satterley, founder of saturday training and consulting, co-host of the appy hour and director of education and media at woodard. welcome to the podcast. heather, how are you?<\/p>\n<p><strong>heather satterley<\/strong> 0:27<br \/>\ni&#8217;m doing great. thank you so much, liz, for having me on the podcast. excited to be here.<\/p>\n<p><strong>liz farr<\/strong> 0:32<br \/>\nwell, i&#8217;m excited to see you again. yeah, since we met all those years ago at accountex, or whatever that was, and had had a really nice conversation. well, we&#8217;ve got a lot to cover. we do. yeah. now accounting talent in the us and around the world has been really scarce for years. what are some ideas you have on how to make it better? so,<\/p>\n<p><strong>heather satterley<\/strong> 1:02<br \/>\nyou know, i&#8217;ve done a lot of thought about this actually, as, as we all have. and i have a couple of ideas. so one of the the biggest idea, the biggest thing that i think i can offer is you&#8217;ve got to meet people where they are. so people, you&#8217;ve got to think about how people want to be working and what they&#8217;re, you know, what are the things that they&#8217;re really interested in for their own lives, and then meet them there in order to attract them to your firm. and, of course, what a lot of firms have done, including mine, is, you know, work totally virtual people want that work life balance, they want to have the ability to work when they&#8217;re at their best, and take time for themselves to go and pursue the things that are really interesting to them in other parts of their life. so i think that that&#8217;s definitely one thing that we can do. some other things that i really think that as an industry we need to focus on is reaching emerging talent. so the youngsters, right, the young people that are coming out of high school and coming out of college, really make them understand that it is accounting is not what it used to be, we are very technology focused. industry, there&#8217;s a lot of excitement in there, there&#8217;s a lot of different facets to accounting. and i think it&#8217;s up to us as an industry to, you know, reach people before they&#8217;ve made that, you know that that impression, that accounting is boring, and that you&#8217;re going to be sitting behind a desk all the time, i think that we need to change the, the our perception of what we do, so that people understand how exciting it actually can be and how fulfilling and how important it is. so, you know, really going to the root of the problem. the reason we don&#8217;t have people, the reason we have a lack of candidates is because people aren&#8217;t focusing on it when they&#8217;re thinking about what do they want to do with their careers, what do they want to do with their lives. so we&#8217;ve got to start there. so educational programs, you know, when i was in high school way back when, you know, in the last century, we had accounting courses, and we could be offering accounting courses in high school, we could be having events for young people to understand how exciting it is, you know, some of the greatest speakers that i&#8217;ve seen, that inspired me in my path, were accountants, and so you know, hearing from them and hearing that it&#8217;s not all about sitting in front of a desk and punching out a nine key, i think it&#8217;s really important.<\/p>\n<p><strong>liz farr<\/strong> 3:24<br \/>\nthat is very true. and one thing that one of the community colleges in new mexico has done is set up and accounting for movies, major, because we&#8217;ve got no we&#8217;ve got, we&#8217;ve got netflix studios in albuquerque, and there&#8217;s a huge need for people who can do the accounting on those shows. it&#8217;s a real specialty, and there is a huge need. now, until recently, the business model for accounting firms really hadn&#8217;t changed. but these days, we&#8217;re beginning to see a few firms do a few different things. what are some of the things that you are seeing in the firms that you work with?<\/p>\n<p><strong>heather satterley<\/strong> 4:23<br \/>\nso the firms i&#8217;m working with, you know, i actually was just on a an episode of appy hour with dawn brolin, and she was talking about this very thing. you know, ron baker, just released a new book. time&#8217;s up, where he introduces the idea of subscription pricing, and relationships with dawn called it relationship pricing for accounting firms, where instead of selling our time and selling, maybe just a product, like a tax return, or an audit, you actually are selling the relationship. you&#8217;re saying i&#8217;m going to be here for you in all the capacities that i can. and we&#8217;re going to work together as partners throughout the year to make sure that you&#8217;re meeting your goals and focusing more on the outcomes of the business. and the outcomes and the personal goal, personal professional, and company goals of the client, rather than focusing on you know, that the products, right, or the services or the hours and make it more of a true partnership. so that&#8217;s something that&#8217;s new for us, you know, ron baker came out with value pricing model, kind of quite a while ago, now, it was very novel. and now it&#8217;s like, okay, we&#8217;ve seen a lot of a lot of adoption of that, you know, for years, i did the intuit rate study with intuit. and then i consistently from when i started doing it, michelle long did it before, before i did, we&#8217;ve seen the adoption of value pricing and fixed fee pricing, you know, ticking upwards over the years. so it really is something that is i think industry adopted concept at this point. so the subscription pricing is similar in the sense that you&#8217;re billing on a monthly cadence, right? or on a monthly interval. but the relationship with the client is different. so rather than saying, okay, i&#8217;m gonna get 10,000 $200 a month clients, where i&#8217;m gonna, you know, pump out some, some bookkeeping and maybe send them a report, you&#8217;re saying, no, instead of having those, you know, 10,000 $200 clients, talking big firms, and said, maybe i&#8217;m going to have 200 $10,000 clients, right, and those 200 $10,000 clients, i&#8217;m really going to dig in, and i&#8217;m going to be their true partner. and i&#8217;m going to understand everything about their business, and i&#8217;m going to be available to them on a regular basis. so it&#8217;s really interesting, you know, i saw ron speak at the intuit tax summit earlier last year, since we&#8217;re in january last year. and, you know, it was really interesting, he was talking about other industries that have actually adopted this model. and my own doctor actually adopted this model, several years ago, where it was subscription pricing. and, you know, if you if you didn&#8217;t have health insurance, and what she was trying to do was kind of make an impact in, you know, the corruption of the healthcare system. she was like, just pay me a monthly fee, and i&#8217;ll show up to the hospital, you&#8217;ll still have to pay the hospital, but you won&#8217;t have to pay me because we&#8217;re in this together. i&#8217;m your health care professional. and i&#8217;m going to be there for your life. and we&#8217;re partners, and you pay me this and there won&#8217;t be any surprises. so that makes you value the person more i think, when you think and when i think about my daughter, i do think about she&#8217;s there for me, and i don&#8217;t worry, i mean, i do have insurance. so she definitely benefits from that. but i love the idea of that. so i think that&#8217;s really interesting. and i think we&#8217;re gonna see more of that. what i&#8217;ve heard from people that have implemented that, like dawn is that they&#8217;ve seen their revenue just exponentially increase. and they&#8217;re seeing so much higher client satisfaction. so everybody wins, right? dawn wins, because she can go in and coach softball, and the client wins, because they&#8217;re not worried about calling her up when something comes up in their life, and asking a question, because that&#8217;s what&#8217;s expected. and that really does, you know, changed the whole relationship and the whole idea of what accounting services are.<\/p>\n<p><strong>liz farr<\/strong> 8:24<br \/>\nyeah, i think something like that might have been enough to keep me in public accounting, if we&#8217;d actually been able to do that for more of our clients, instead of just paying lip service to providing great service and looking at the big picture. but actually having the bandwidth to do that, and that that&#8217;s what the relationship pricing is about.<\/p>\n<p><strong>heather satterley<\/strong> 8:54<br \/>\nit is that i mean, you can&#8217;t have the bandwidth unless you&#8217;re charging the right amount, you know, the right fees right now.<\/p>\n<p><strong>liz farr<\/strong> 8:59<br \/>\nyeah. yeah. now, now, what about growth? do firms even really need to grow? i mean, of course, we have to replace the clients who leave. but do they really need to strive to become the biggest all the time?<\/p>\n<p><strong>heather satterley<\/strong> 9:21<br \/>\nno, and that&#8217;s the really crazy thing that&#8217;s that&#8217;s, that&#8217;s i&#8217;m seeing with firms is that they&#8217;re actually retracting. so when they adopt this type of model, or you know, or even if they don&#8217;t adopt this model, what i am seeing from both the people that are close to me, and also from you know, just general practitioners, they&#8217;re starting to realize, no, i don&#8217;t have to serve the whole world and my time and the whole me, not just the accounting me need space to do that. and so, yes, certainly there are lots of firms that are out like grow, grow, grow, they&#8217;re acquiring other firms, they&#8217;re, you know, they&#8217;re out to conquer the world. but a lot of other firms are really starting to say now i want to actually scale back my clients, i actually, i have a colleague that she was doing, honestly, she was doing like 2000, somewhere between 1000 and 2000 returns, tax practice 1000 to 2000 returns a tax season. and she actually pared it down to 32 clients, wow. 32 clients that she works with, and she is happier than she&#8217;s ever been. you know, and for her, it what she found was churning out those tax returns, was not giving her the satisfaction or, you know, the internal meaningfulness in her life. and now she has those relationships with those clients, she has more bandwidth, they value her, because they get more of her, and it&#8217;s just completely transformed not only her life, but for clients lives. so no, i don&#8217;t think that i think growth is is subjective. are you growing money, you know, by the number of clients that you have? or are you growing, growing? professionally? are you growing personally? are you growing as a whole person? that is completely subjective. and while there is going to be people who like the more clients i get, the more successful i feel others are going to say the more impact i have on my clients, the more successful i feel.<\/p>\n<p><strong>liz farr<\/strong> 11:09<br \/>\nthat is so true. you know, i and i know that many firms that many people i&#8217;ve talked to have talked about getting rid of the c and d clients. not even mentioning the f clients. have a wash? you don&#8217;t have any f clients. do you though? no.<\/p>\n<p><strong>heather satterley<\/strong> 11:38<br \/>\nwell, i think also it comes down to i mean, really, what it comes down to is your values and who you are. right. so i think historically, when you go into practice, you take anybody, right? you&#8217;re like, i&#8217;m out here, i put my shingle out, i&#8217;m now an accountant, please come in, i will do your, your, your books or your taxes or whatever. and you will pretty much take anybody because you&#8217;re building a business. and what we&#8217;re learning is that that doesn&#8217;t work. so that doesn&#8217;t work. because that&#8217;s how you get the d and f clients. right? it&#8217;s because you just take everybody. so i think what&#8217;s happening is, you know, thought leadership with the industry saying you need to first figure out who you want to be as a practitioner and as a business, and who you want to work with. and then target that, you know, target those people and only take the people that fit, you know, that that that client persona as it were. so there&#8217;s been a lot of talk about that that&#8217;s something that we really focus on in our winter coaching program is finding, you know, who are you like, what does your life look like? what are you really good at? and what are the things that you don&#8217;t want to do? and what does an ideal client look like? and then if you&#8217;re dealing with clients, who aren&#8217;t your ideal client? can they be coached into being an ideal client? or are they somebody that just isn&#8217;t a cultural good fit for you and your firm? and then how do you disengage and still protect the client? right? because that&#8217;s another thing with us, you know, with accountants, we have incredible empathy, typically, oh, yes. right, with our clients, we care just as much about what&#8217;s going on in their lives as they do. and so it&#8217;s very difficult for us to disengage with a client, because we feel like we&#8217;re walking out on them. and emotionally, that&#8217;s really hard. and we want to make sure that they&#8217;re being taken care of. and so i think what i&#8217;m seeing is, you know, with the networks, right, in our community, we know somebody maybe that that client would be a really good fit for we can work together to find a good home for them. because there&#8217;s all kinds of times of a practitioners. so i think working together really helps that.<\/p>\n<p><strong>liz farr<\/strong> 13:47<br \/>\nyeah, yeah, somebody&#8217;s poison might be somebody else&#8217;s prize.<\/p>\n<p><strong>heather satterley<\/strong> 13:54<br \/>\n100%. exactly. yeah.<\/p>\n<p><strong>liz farr<\/strong> 13:58<br \/>\nnow, back when you and i started out in accounting, there wasn&#8217;t nearly as much technology. but today, technology takes care of a lot of what we do. what are the skills that accountants need to be successful today and in the future?<\/p>\n<p><strong>heather satterley<\/strong> 14:22<br \/>\nproblem-solving, the ability to problem solve, number one. so if you have the ability to problem solve, that means your minds open enough that you&#8217;re able to look at not just facts and figures, but look at tools, resources, people and pull them together to solve a problem. so it doesn&#8217;t mean that you have to be a whiz at technology. but you have to be able to identify somebody who is a wizard technology and direct your clients over there. you don&#8217;t have to be the best, you know, you know the person that&#8217;s doing the tax representation for a client, but you have to know somebody who can deliver that to your client. so being problem solver and understanding the needs of the client. and having a big enough, you know, network that you can pull in the people and the resources that you need to get the job done. that is what that that, to me is what a successful accountant now and in the future needs to look like. and the technological skills are helpful. but honestly, you can have great technology skills, but if you don&#8217;t have people skills and those softer skills, that&#8217;s going to be a problem too. so i really do feel the problem solving and understanding your own capabilities, your own core values, and having a wide net network of other really awesome professionals is, is what you need.<\/p>\n<p><strong>liz farr<\/strong> 15:44<br \/>\nyeah, yeah. and those soft skills are things that they&#8217;re not, they&#8217;re still not really teaching at the universities.<\/p>\n<p><strong>heather satterley<\/strong> 15:52<br \/>\nit&#8217;s not part of the core curriculum, and it really needs to be.<\/p>\n<p><strong>liz farr<\/strong> 15:56<br \/>\nyeah, it&#8217;s not part of the cpa exam. and what i&#8217;m hearing from a lot of people is the need to be more collaborative. so, you know, we did have all those dreaded group projects in our courses, which really were an opportunity to learn those skills, but they weren&#8217;t really presented as this is something you need to learn to do in the working world.<\/p>\n<p><strong>heather satterley<\/strong> 16:30<br \/>\nyou know, what i would love to see in curriculum to be introduced into, you know, into the schools is a how to do a group project, and actually couple that with the personality assessments of how people work into the groups. so you take your assessment, you&#8217;re actually putting in a group with people with the different personality types, and have them examine why things are working, why people, you know, why things might not be working, because i think if we solve that, people will be a lot happier. number one, there&#8217;ll be a lot less animosity and conflict, because if you understand why somebody is behaving a certain way, or why they like to work in a certain way, versus or they struggle in another way, then the empathy is a little easier to to flow, and you&#8217;re not going to end up with as much conflict. so i think that there&#8217;s a huge opportunity to, you know, bring in the teachings of, you know, of different authors that have taught, you know, tackled the group synergy, and the different personality types within the learning environment, you know, they have those freshman courses, like writing one on one, and things like that. and they should have group projects, one on one, where they actually talk about the different way that people work. and i think helping the students to understand themselves and what their strengths and their weaknesses are, but also help them to do better in the academic.<\/p>\n<p><strong>liz farr<\/strong> 17:54<br \/>\nyeah, and i can see that is being a freshman core class, something for every major, not just accounting. yeah. because if if this was just an accounting specific course, then the professors would push back because they already have so much material to cover, that they just don&#8217;t they really struggle even trying to get their students to learn to use excel. they do it. yeah.<\/p>\n<p><strong>heather satterley<\/strong> 18:28<br \/>\nno, i agree. i think that it&#8217;s, it should be for everyone. i think that would be huge. maybe it&#8217;s out there, i don&#8217;t know. but i think if i were in charge of education, director of education at university, i would say everybody needs to go through one of those, those courses where they talk about the different types of learning and, and working in a group.<\/p>\n<p><strong>liz farr<\/strong> 18:48<br \/>\nyeah. now, we&#8217;ve talked about the things that accountants should be doing, what are some things that accountants should stop doing immediately?<\/p>\n<p><strong>heather satterley<\/strong> 19:01<br \/>\noh, my gosh, they should stop working seven days a week, they should stop working, when they should stop skipping family dinners, and they should stop, you know, taking on clients that they know in their heart are probably not a good fit. so they should stop saying yes to everything. they need to really value their own personal time and their own space. and you know, you gotta you got to take care you and we&#8217;re carrying, you know, as a profession, we not only carry the, you know, all the weight of what&#8217;s going on in our lives, our families lives, you know, our communities lives, but we&#8217;re also carrying the weight of what&#8217;s happening in our clients lives. and if you&#8217;re not taking time for yourself to actually breathe, and put goodness of you know, the things that you love and make you shine then how can you be putting any of that out? and so i would love to tell every accountant to go for a walk like it or if you don&#8217;t like walking in no, go watch tv, whatever it is you love to do make time to do it. it&#8217;s okay like the work still gonna be there. but stop saying yes to everything and start saying yes to yourself.<\/p>\n<p><strong>liz farr<\/strong> 20:14<br \/>\nthat&#8217;s perfect advice, and especially coming from somebody who just bought a horse. yes, especially, i can tell when you have something that you love there.<\/p>\n<p><strong>heather satterley<\/strong> 20:26<br \/>\ni do i do i that was something that i wanted my whole life. and at the age of 50, something i finally got, i finally got my my heart horse and we are having a blast. and it does it fills me with joy. and it&#8217;s another reason to go to work, right? because i, i can i can have that i can have that little treat, but i love it.<\/p>\n<p><strong>liz farr<\/strong> 20:53<br \/>\nwell let you be an example to all of us. now, accountants often know that they need to change. you know, ron baker has been talking about killing the billable hour for a long time. i don&#8217;t know how many people have talked about changing firm culture, and changing the way that accountants come up in the world. but what are some of the blocks that keep accountants from changing? wow,<\/p>\n<p><strong>heather satterley<\/strong> 21:30<br \/>\ni&#8217;ve been reading a lot about this lately, i&#8217;ve been reading a lot about it, i think some of it honestly, is the way that our brains work. so i read a book recently, and i have to look at it because i&#8217;m one of those that i don&#8217;t remember the titles of things. but i just read a book in over there. and it is thinking fast and slow, think you fast and slow. i just read that book. and i loved it. because it talks about how our brains work, and how we process information, and how when we just go on autopilot the way we&#8217;ve always done it, we don&#8217;t let the space for us to think about changing in any other way. so really, to make change in our lives, we have to stop doing what we&#8217;ve been doing before. and for a lot of people that&#8217;s really difficult to do. so one of the things i would say is a lot of accountants, especially accountants that have been just noticed, and we&#8217;re in the middle of tax season now is taking time off, taking a day to step around, step outside and think about how things are, how things truly are. and i think it starts with, you&#8217;re sitting here right now and what are you feeling? right? and what are you feeling? are you feeling anxious? are you feeling disorganized? and then try to think about why? right? and once you understand once you start looking at why you&#8217;re feeling those feelings? now you&#8217;ve opened yourself up to the opportunity of accepting change, because you realize now this is that a real problem or situation, right? and that there are things that you can do to make, you know, to make that different. so it comes down to i know we were talking about ron baker and time, but it does come down to time. right? when we equate time with money in one way like saying if i don&#8217;t use the time to make money, just by making that decision that you know, every hour of my day brings me wealth. turn that on its head, flip it on its head, right, every hour of the day that you commit to that billable hour, you&#8217;re now giving up another piece of yourself. and we&#8217;re not just a counselor, we&#8217;re not just our careers, we&#8217;re like home, you know. so i think with change, it&#8217;s hard admitting to yourself, that change is always hard. most people don&#8217;t like it. there are a few people that love it, but most people don&#8217;t like it. because what it what it means is you have to up end everything that you know, everything that you trust in the things that you think work. and that&#8217;s scary. it&#8217;s terrifying. because you&#8217;re taking a bet that something new is going to make your situation better. and most of the time it does.<\/p>\n<p><strong>liz farr<\/strong> 24:12<br \/>\nyeah, yeah. and i was thinking this morning that maybe another thing that keeps accountants from changing is that if they start doing things differently, then there may be admitting that the way that they have been doing things is bad is not helpful. and so to have to go through that kind of mental change, to admit that they were wrong. yeah, yeah. how that must be really difficult.<\/p>\n<p><strong>heather satterley<\/strong> 24:52<br \/>\nit must be really difficult. yeah, yeah. no, no, no, it really it really is which is, ya know, and i i&#8217;ve been there. and we i think we&#8217;ve all been there, where you&#8217;re like, wow, i remember the first time. the first time i took a quickbooks training, and i learned about a feature in quickbooks that literally changed how i did, all of my year-end closes. and i was so excited, like, wow, this is brand new. i&#8217;m so excited about this. and then i found out that had been out for several years. that was hard. like, whoa. and i&#8217;ve like if i had just opened my mind up a little bit earlier, like i think about all the time it but you can&#8217;t think that way. like we&#8217;re human beings. right, right. and, you know, you&#8217;re you&#8217;re trying to, we need to give ourselves grace. and we need to give ourselves, you know, we need to be kind to ourselves and give ourselves some empathy and understanding of the fact that we&#8217;re not perfect. no, yes. and now we&#8217;re doing the best that we can. and that it doesn&#8217;t matter what you did yesterday, what matters is what you do today and tomorrow. and so don&#8217;t beat yourself up over that. and yes, it may feel a little icky when you first look at it. but then when you look beyond it to where you&#8217;re going.<\/p>\n<p><strong>liz farr<\/strong> 26:10<br \/>\nthat&#8217;s really what matters. yeah. yeah. and then it&#8217;s not a matter of well, you know, apologizing to your team members that yes, i&#8217;m sorry, i&#8217;ve been treating you so badly. but who&#8217;s going with me on this journey?<\/p>\n<p><strong>heather satterley<\/strong> 26:27<br \/>\nthere&#8217;s something freeing to about, about, you know, apologizing and owning it, right? owning your mistakes. there&#8217;s something incredibly freeing about it. you know, it sounds really hard. and it&#8217;s like this big wall that&#8217;s in front of us. but as soon as you move through it, you realize it&#8217;s not a wall, but a curtain. and you just had to move through it. and then all of a sudden you&#8217;re like, whoa, like, now i&#8217;m free of that. that heaviness that i was carrying around? yes. that&#8217;s absolutely right.<\/p>\n<p><strong>liz farr<\/strong> 27:00<br \/>\nnow, client accounting services, client advisory services, whatever you want to call cass. that&#8217;s a really big thing right now. what do you think the next big thing and accounting will be? hmm, that&#8217;s a good question. wow.<\/p>\n<p><strong>heather satterley<\/strong> 27:18<br \/>\nyou win. great question. so cas, cas, it&#8217;s funny a cas. is it new? is this now? no, we packaged it up into a little box with a ribbon on it, and we call it calves and we&#8217;re like, this is new, it&#8217;s really not new. really, what it is, is, it&#8217;s, it&#8217;s the and i&#8217;m gonna and i&#8217;m gonna have people that are gonna hate me for saying this, but i&#8217;m okay with it. it&#8217;s the full service bookkeeping services that bookkeepers non cpas have provided to their clients coupled with the advisory service, right? in cpa firms, right. that&#8217;s what has what that&#8217;s what i see is kaz, as they&#8217;re adopting that internal. we&#8217;re going to now do the back office operations. we&#8217;re going to do the outsourced cfo thing. we&#8217;re going to do the advisory, and we&#8217;re going to package up and call a kaz. so i get asked all the time. what&#8217;s the difference between bookkeeping and kaz? and it&#8217;s like, well, that&#8217;s a tricky question. because everybody does something different. everybody had their own packages. we&#8217;re now throwing a label on and calling it something. so back to your question. what is the next big thing in accounting? gosh, i think that we&#8217;re going to see accounting go in a couple of different ways. i definitely think what what i&#8217;ve seen some firms do is i think that services, professional services are going to continue to be brought together into single firms. so we see firms like sean duncan&#8217;s firm, sp smp consulting, he&#8217;s actually doing he&#8217;s got the cast services. and now he&#8217;s bringing in legal services, bringing in other professional services to give basically a one stop shop for all the things, all of the kind of high level, i don&#8217;t even want to say high level the business services that businesses need, under one roof. and i think there&#8217;s a lot of benefits to that. there&#8217;s huge benefits to that. one is, as you know, there&#8217;s been a constant disconnect, as long as i&#8217;ve been in practice between the attorneys that advise our clients, and the cpas that advise our clients. and we are in this cycle of cleaning up after each other, right where a attorney advises your client to do something that has a tax implication, or cpa advises a client to do something and the memo doesn&#8217;t get to the attorney. so i really do feel like bringing that team together under one roof is actually a beautiful solution to that. so i think we&#8217;re gonna see more of that happen. i also feel like you know, the what i hope will happen and i&#8217;m not sure it will is right now we&#8217;re seeing the huge outsourcing out to, you know, outsourcing outside of the country, right offshoring, i&#8217;m hoping that some of that comes back into the us and that we&#8217;re able to start creating an environment where we can have worked on in the us by people that need those jobs and needs those skills. so that&#8217;s kind of my wish, for the industry is that we start to bring some of that, and not that i have anything against, you know, accounting being done in other places. but i also believe that there&#8217;s people here that there&#8217;s a huge opportunity for them, right within the us, they just need the skills and the mentorship to actually, you know, embrace that. so i think that&#8217;s going to be hopefully something that comes back. and i don&#8217;t know if that&#8217;s a prediction or just a wish. and then i think that, you know, we&#8217;re going to continue to see niching with firms as far as niching, by industry niching by, you know, core competencies within a firm, i think that&#8217;s going to be big. and i think we&#8217;re also going to see a ton of what we&#8217;ve been doing a lot of the compliance and data entry work that&#8217;s going to continue to become more and more automated to the point where we, we don&#8217;t do any of it anymore. i think that&#8217;s something that we&#8217;re going to see in the next 10 years. easy, or we&#8217;re just not going to need that anymore. it&#8217;s all going to be advisory because machines are going to do it all.<\/p>\n<p><strong>liz farr<\/strong> 31:28<br \/>\ngot my fingers crossed. i&#8217;m with you on that. i didn&#8217;t like data entry at all. and i&#8217;m glad that i don&#8217;t have to do it anymore. right? yeah. yeah, i don&#8217;t miss it. no, i&#8217;m sure you don&#8217;t. well, i want to thank you, heather, for taking the time to talk to me. now, if listeners want to connect with you, where&#8217;s the best place to find you?<\/p>\n<p><strong>heather satterley<\/strong> 32:02<br \/>\nyes. so the best place there&#8217;s two places that you can reach out to me. the best place to reach out to me is h satterley@water.com. so you can reach me there. you can also reach out to me at qb appy hour.com that&#8217;s for the happy hour with liz and heather. either one of those. it depends on what are you looking for from me, so, but i would love to hear from everyone.<\/p>\n<p><strong>liz farr<\/strong> 32:27<br \/>\nsure. perfect. well, you have a wonderful afternoon, heather, and i look forward to seeing you in person again sometime.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong>stop saying yes to everything and start saying yes to yourself.<\/strong><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-116166\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/undefined-low-6-424x239.gif\" alt=\"\" width=\"250\" height=\"141\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/undefined-low-6-424x239.gif 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/undefined-low-6-300x169.gif 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/undefined-low-6-600x338.gif 600w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><br \/>\n<em>the disruptors<br \/>\nwith liz farr<\/em><\/p>\n","protected":false},"author":4386,"featured_media":116166,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3058,1905,1362,2254,2327,2734,3120,2297,1906,2246,3869,2764,2312],"tags":[3958,2429,3962,3961,643,715,572,3959,272,226,1416],"class_list":["post-116164","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-client-accounting-services","category-clients-and-service","category-featured-video","category-growth","category-innovation","category-podcast","category-pro-member-exclusive","category-staffing","category-tax-practice","category-busy-season","category-the-disruptors","category-video","category-women","tag-cpa-billing-rates","tag-earnings","tag-fte","tag-headcount","tag-hiring","tag-jobs","tag-pay","tag-salaries","tag-staff","tag-staffing","tag-wages"],"acf":[],"yoast_head":"<!-- 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