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Neat 5steps

5 STEPS TO A SUCCESSFUL YEAR END PLAN

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 6, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join The Neat Company's Kevin Miller for a live webinar and learn how to prepare for a successful year end. Stephanie will lay out a simple 5-step process during her presentation, including proactive and reactive processes. Implementing a process guarantees for a less stressful closing of the books, and more time to get back to what matters!

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Testimonials
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Mark Laser (The Skylife Company)

"Great presenter and excellent content. Efficiency is profitability!!"
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Ghater Tahseen Bautista (Valles Vendiola LLP)

"It is very informative"
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Carolyn, TN

"I thought the session was good basic information for those who do not have strong accounting skills. It also served as a good checklist for those who have stronger accounting skills."
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Mohammad, NY

"The webinar was very informative and I had a lot of positive takeaways that I will take with me not only to my firm, but for my career."
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RICK R, UT

"All of your webinars were very informative. I never leav3 without picking up something that I can use in my practice."
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Don, NY

"Ms Stephanie Mozzillo is pretty much knowledgeable and the course will help alleviate the volume of accountants' job"
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Candy, OK

"Very interesting and relevant to increasing the accuracy of small businesses financial position"
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Lesley, CO

"Excellent way to outline at a higher level the steps for year-end closing."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.