Heather Satterley is Director of Education and Media at Woodard, a company committed to empowering accounting professionals. Her career path, strongly rooted in public accounting, has been steered by a deep-seated passion for technology and a calling to help others. A critical part of her work involves designing and automating business processes using advanced technologies, supporting businesses in their journey towards streamlined operations and improved efficiency.
Heather believes in the collective power of community and the transformative outcomes achieved through united efforts. This belief is woven into the fabric of her leadership style and informs her work at every level.
Alongside her role at Woodard, Heather co-hosts The Appy Hour with Liz and Heather, a webinar series designed to clarify the often complex world of technology and apps within the accounting profession. This platform allows Heather to extend her influence, disseminating valuable knowledge and insights that enhance the professional skills of those in her field.
Her contribution to the accounting community extends to the co-creation and production of Appy Hour Camp, a retreat designed to foster relationships and encourage collaboration between accounting professional educators and software developers.
2025 revenue: $55.00 mn
Growth rate: 41.03%
Headquarters: New York City, NY
Bob is President of The Visionary Group and one of Accounting Today’s Top 100
Most Influential People. He has relationships with key leaders in accounting firms
nationwide and is a frequent speaker on M&A, private equity, and organic growth.
Bob helps firms assess their ability to remain independent, build enterprise value,
and creates and facilitates dozens of material transactions annually.
He created an in-depth Firm Valuation model and Build to Evolve process. The
valuation model shows firms their market value and how to impact value. The
Build process assesses a firm’s alignment, accountability, profit refinement
opportunities and creates an Independence Plan. He focuses on getting firms to
make decisions based on data and facts and to avoid making emotional
decisions.
His thirty-plus years of exclusive support in the accounting profession has
provided Bob with the opportunity to learn from great firm leaders. Beyond his
deep experience in M&A and private equity he helps firms with pricing, client
upscaling, and overall growth tactics.
Bob Co-Chairs the Accounting Today Private Equity Summit, has an accounting
background, and his formal education is a Bachelor of Science in Finance, and
an MBA, both from DePaul University in Chicago.
2025 revenue: $164.65 mn
Growth rate: 84.17%
Headquarters: Dallas, TX
2025 revenue: $590.53 mn
Growth rate: 87.62%
Headquarters: Arlington, VA
2025 revenue: $73.08 mn
Growth rate: 103.74%
Headquarters: Chicago, IL
2025 revenue: $428.35 mn
Growth rate: 83.21%
Headquarters: Tampa, FL