Neat
Use Cloud-Based Accounting Software to Reduce the Likelihood (and Pain) of an Audit
When your clients hire you to prepare their taxes, they’re really hiring you for two reasons: to maximize their deductions and to reduce the risk that they will be audited. See how using cloud-based tools and software can help make this easier. Read more
APP COMPARE: Data Capture Applications
Murph gives you a brief look a several different applications fitting the 'data capture' category. Many have been around a good long time, others are fairly new to the QuickBooks ecosystem. Read more
Get to know Top 100 ProAdvisor, Tim Grant
The search for the 2019 Top 100 ProAdvisors and ProAdvisor of the Year has officially started! Read about Tim Grant, one of the Top 100 award winners from last year, and see how he got to where he is. Read more
Get to know Top 100 ProAdvisor, Leslie Hamm
As we are getting ready to start the search for the 2019 Top 100 ProAdvisors, here is this week's profile on a Top 100 Award Winner from 2018. Read more
Get to know Top 100 ProAdvisor, Susan Hawkins
As we start getting ready for the 2019 Top 100, continue to keep up with some of our past Top 100 ProAdvisors, while they give you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
Get to know Top 100 ProAdvisor, Deborah Defer
Over the next several months we will profiling our Top 100 ProAdvisors, giving you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
Project Management Strategies for Owners of Growing Accounting and Bookkeeping Businesses
Kevin Miller, CMO of The Neat Company, gives you tips on how to manage your team and clients effectively, generating a smooth client experience. Read more
The Neat Company’s Machine Learning Engine Now Supports Multiple Small Business Document Types
The Neat Company's patented machine learning technology provides accurate data extraction of critical accounting data from small business documents and now supports automated data extraction and classification for receipts, invoices, and more. Read more
Get to know Top 100 ProAdvisor, Jonathan Bello
Over the next several months we will profiling our Top 100 ProAdvisors, giving you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
QuickBooks Connect 2018 Exhibitor Preview - Part 4
Leading up to QuickBooks Connect our coverage includes a preview of the exhibitors being featured at this year's conference. Read more
Get to know Top 100 ProAdvisor, Gita Faust
Over the next several months we will profiling our Top 100 ProAdvisors, giving you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
EffortlessHR™ Partners with Neat® to Accelerate Market Reach
EffortlessHR™ announced the expansion of its business partner channel network, with the recent signing of a partnership agreement with Neat®. Learn more here. Read more
3 Conversations to Have with Your Client About Disaster Preparedness
Kevin Miller, CMO of The Neat Company tells you how to talk to your clients about preparing for disaster - and how to protect their business in the event of one. Read more
Get to know Top 100 ProAdvisor, Pat Hartley
Over the next several months we will profiling our Top 100 ProAdvisors, giving you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
Tips and Tricks to Sell Your Clients on New Technology
September 5 @ 2:00 p.m. ET: Learn best process to sell your client on a new technology or tool. Presented by Stephanie Mozzillo. Sponsored by The Neat Company. Read more
Get to know Top 100 ProAdvisor, Marjorie Adams
Over the next several months we will profiling our Top 100 ProAdvisors, giving you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
The Neat Company launches Accounting and Bookkeeping firm Locator on website as part of new Partner Program
The Neat Company has recently released their “Find an Accountant or Bookkeeper” feature on its website. This feature is meant to connect Neat’s accounting and bookkeeping partners, those who are certified on the Neat-Freak program. Read more
Get to know Top 100 ProAdvisor, QuickBooks Online Categorical Winner, Beverly Lang
Over the next several months we will profiling our Top 100 ProAdvisors, giving you a little bit of insight into their lives, their ideas and where they are headed in the next year. Read more
Neat is Bringing the Fun to Scaling New Heights
Neat is bringing a lot of new ideas to Scaling New Heights this year. Learn more here. Read more
Neat Company Brings New Features and “Neat-Freak” Fun to Small Business Accountants and Bookkeepers Attending Scaling New Heights 2018
Recently released software capabilities and an enhanced Partner Program complement this year’s show focus on reducing manual processes with smart technology. Read more
Tax Practice News