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Satterley Training & Consulting

Satterley Training & Consulting provide coaching services for accounting professionals and business owners.

Templates by Satterley Training & Consulting
Appy Hour Ecosystem Template Pack icon

Appy Hour Ecosystem Template Pack

Global
This template can be used in any country
Unlock a collection of tried and tested templates created by Satterley Training & Consulting.
412 Downloads
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Bill Pay in Melio icon

Bill Pay in Melio

Global
This template can be used in any country
Standardize your client bill pay process with this dedicated workflow.
329 Downloads
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Monthly Accounting icon

Monthly Accounting

Global
This template can be used in any country
Streamline your monthly accounting process when using third party apps with this workflow.
554 Downloads
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New Hire Onboarding for Payroll icon

New Hire Onboarding for Payroll

Global
This template can be used in any country
Seamlessly add your clients' new hires to their payroll system with this streamlined workflow.
357 Downloads
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Sales Process for New Intuit QuickBooks Client Using Ignition icon

Sales Process for New Intuit QuickBooks Client Using Ignition

Global
This template can be used in any country
Maximize your sales efforts with this dedicated workflow.
268 Downloads
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Terminating Employees in Payroll icon

Terminating Employees in Payroll

Global
This template can be used in any country
Standardize your employee termination process for clients with this dedicated workflow.
254 Downloads
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