Content Provider
Neatcompany
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Streamline neat

STREAMLINE HOW YOU RECEIVE INFORMATION FROM CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 25, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Join The Neat Company's, Kevin Miller as he addresses the dreaded "shoe-box" dump. As an accountant or bookkeeper, you want to avoid ever receiving a shoebox full of crumpled and faded receipts again. Kevin will provide ways that you can streamline the intake of information from your clients.

There will also be a Fujitsu ScanSnap and 1 Year of Neat Business raffle for attendees!

ScanSnap powered with Neat
Scan your business and financial documents with ScanSnap and let Neat, the leading software for small business, help you:


  • Track and manage business expenses

  • Organize, keyword search, and back-up all business related documents

  • Access your scanned documents securely from anywhere

  • Extract key data from documents to enhance financial workflows

Not logged
Testimonials

Angela Rushing (Affordable Tax & Accounting Services)

"The information that was provided in this webinar allowed me to have a better perspective on how receive and organize my clients documents."
Profile img default

Edwin Baker (Batis Development Company)

"Lots of usable information that applies in general and does not require neat to realize the benefits."
Profile img default

Tarja Lipponen (Self-employed)

"Excellent presenter. Very informative seminar if you need to get away from paper processing."
Profile img default

Patricia Collins (Collins Accounting)

"Great Webinar, very informative and extremely well presented"
Profile img default

Gary Swanson (Gary L. Swanson, CPA)

"Well-structured, concise presentation."
Profile img default

Caroline Mazetis (Jackson Hewitt)

"Excellent presentation!"
Profile img default

Sheri Grams (SDG)

"No, no specific enough"
Show more testimonials
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Kevin Miller

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

Neatcompany

Kevin Miller joined the Neat Company in April, 2017. He currently serves as the Chief Marketing Officer overseeing all of Neat's brand, marketing and revenue operations.  Prior to joining Neat, Kevin was a co-founder and CMO at Salesfusion, a SaaS marketing automation solution for Mid Market companies.  Kevin played an integral role in building the brand of Salesfusion and helped lead the company from 0 to over $8 Million in annual revenue.  Kevin has served in multiple marketing, sales and demand generation roles and was the principle of his own demand generation consulting firm that helped SaaS companies develop modern lead gen programs.  A veteran of SaaS, Kevin brings years of experience in b2b marketing with a deep understanding of marketing process, systems and strategy relative to growing a SaaS business.  Kevin has a B.S. in Psychology and a B.S. in Marketing from Albright College and St. Joseph's University.

About Our Presenter

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