Instructors Directory > The Neat Company
Neatcompany

The Neat Company
(866) 632-8732
www.neat.com

Neat extracts the key information from your receipts and documents, integrates with popular accounting and business software, and simplifies how you work.

Archived Webinars

EXPENSE REIMBURSEMENT FRAUD: HOW TO PROTECT YOUR CLIENTS
Recorded Date May 22, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Auditing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
USING NEAT + CANON + QUICKBOOKS FOR STREAMLINED AUTOMATION
Recorded Date December 27, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
5 STEPS TO A SUCCESSFUL YEAR END PLAN
Recorded Date December 6, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, Other, Small Business Owner     
HOW TECH AND DATA ARE TRANSFORMING SMALL BUSINESSES
Recorded Date November 8, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
STREAMLINE HOW YOU RECEIVE INFORMATION FROM CLIENTS
Recorded Date October 25, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
7 REASONS YOUR SMALL BUSINESS IS LOSING MONEY
Recorded Date September 27, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner     
STAYING ORGANIZED WHILE TRAVELING FOR BUSINESS (OR PLEASURE)
Recorded Date September 20, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
MARKETING TACTICS FOR ACCOUNTING FIRMS
Recorded Date August 21, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
DEMO: USING NEAT WITH QUICKBOOKS ONLINE OR DESKTOP FOR BETTER AUTOMATION
Recorded Date July 26, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
VETTING PROCESS: DETERMINE WHICH SOLUTIONS & PARTNER PROGRAMS ARE RIGHT FOR YOU
Recorded Date June 7, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
TIPS AND TRICKS TO SELL YOUR CLIENTS ON NEW TECHNOLOGY
Recorded Date May 17, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
HOW TO AVOID TOO-FAST GROWTH AND DIMINISHING SERVICE
Recorded Date April 26, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
HOW TO BUILD A SUCCESSFUL PARTNER-CLIENT RELATIONSHIP
Recorded Date March 8, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
LEVERAGE AUTOMATION FOR SUBSTANTIAL BUSINESS GROWTH & EFFICIENCY
Recorded Date March 1, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm     
Linkedin
Kevin Miller

The Neat Company
Chief Marketing officer
kmiller@neat.com
(866) 632-8732

Professional Bio.

Linkedin
Matt Toth

The Neat Company
Vice President of Sales
mtoth@neat.com
(267) 270-4168

Professional Bio.