Templates by Satterley Training & Consulting

Appy Hour Ecosystem Template Pack icon

Appy Hour Ecosystem Template Pack icon

Appy Hour Ecosystem Template Pack

Unlock a collection of tried and tested templates created by Satterley Training & Consulting.

Bill Pay in Melio icon

Bill Pay in Melio icon

Bill Pay in Melio

Standardize your client bill pay process with this dedicated workflow.

Monthly Accounting icon

Monthly Accounting icon

Monthly Accounting

Streamline your monthly accounting process when using third party apps with this workflow.

New Hire Onboarding for Payroll icon

New Hire Onboarding for Payroll icon

New Hire Onboarding for Payroll

Seamlessly add your clients' new hires to their payroll system with this streamlined workflow.

Sales Process for New Intuit QuickBooks Client Using Ignition icon

Sales Process for New Intuit QuickBooks Client Using Ignition icon

Sales Process for New Intuit QuickBooks Client Using Ignition

Maximize your sales efforts with this dedicated workflow.

Terminating Employees in Payroll icon

Terminating Employees in Payroll icon

Terminating Employees in Payroll

Standardize your employee termination process for clients with this dedicated workflow.