How to Automate your Accounting Business with Zapier

  • 13 August 2019
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Jesse Parker (Zapier's Community and Expert's Program Manager) and Heather Satterley (Certified Zapier Expert) join Kellie Parks to talk about how to automate and scale your business using systems thinking, process management, and of course, Zapier.

Kellie is a session leader at Calmwaters Cloud Accounting and also runs a large Facebook community called "The Workflow Wateringhole" ( where members discuss apps, systems, processes, workflow automation, and best practices within the realm of the accounting community. 

Heather Satterley is an Intuit top 100 ProAdvisor and Certified Zapier Expert who helps accounting professionals and small business owners streamline their business processes through her own business, Satterley Training & Consulting:  

If you're interested in streamlining your processes and are interested in working with a Zapier Expert, you can view a Zapier-approved list of professionals ready to help out, here ( and within the forum itself by posting in the Work Offered category.


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