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Stephanie Mozzillo

The Neat Company
Product/Channel Marketing Manager
smozzillo@neat.com

Neatcompany
Stephanie Mozzillo, Product and Channel Marketing Manager, has worked with The Neat Company for 3 years. She comes to Neat with channel development and vertical segmentation expertise. Prior to Neat, Stephanie honed her skills at a tech start-up (Conigent), a tech manufacturer (OKI Data), and a CPG company (SodaStream). Born and raised in New Jersey, Stephanie attended Rutgers University Business School; and now lives in Philadelphia. Sports, travel, reading, and her Shiba Inu, Miles, are a few of her favorite things.

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

Upcoming Live Webinars

STAYING ORGANIZED WHILE TRAVELING FOR BUSINESS (OR PLEASURE)

Available Date(s) Thursday, September 20, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm      

7 REASONS YOUR SMALL BUSINESS IS LOSING MONEY

Available Date(s) Thursday, September 27, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner      

USING NEAT + CANON + QUICKBOOKS FOR STREAMLINED AUTOMATION

Available Date(s) Thursday, October 11, 2018




CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner      

STREAMLINE HOW YOU RECEIVE INFORMATION FROM CLIENTS

Available Date(s) Thursday, October 25, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm      

HOW TECH AND DATA ARE TRANSFORMING SMALL BUSINESSES

Available Date(s) Thursday, November 8, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, Other, Small Business Owner      

5 STEPS TO A SUCCESSFUL YEAR END PLAN

Available Date(s) Thursday, December 6, 2018

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, Other, Small Business Owner      

Archived Webinars Offered

MARKETING TACTICS FOR ACCOUNTING FIRMS

Date RecordedAugust 21, 2018  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

DEMO: USING NEAT WITH QUICKBOOKS ONLINE OR DESKTOP FOR BETTER AUTOMATION

Date RecordedJuly 26, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

VETTING PROCESS: DETERMINE WHICH SOLUTIONS & PARTNER PROGRAMS ARE RIGHT FOR YOU

Date RecordedJune 7, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

TIPS AND TRICKS TO SELL YOUR CLIENTS ON NEW TECHNOLOGY

Date RecordedMay 17, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

HOW TO AVOID TOO-FAST GROWTH AND DIMINISHING SERVICE

Date RecordedApril 26, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

HOW TO BUILD A SUCCESSFUL PARTNER-CLIENT RELATIONSHIP

Date RecordedMarch 8, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

LEVERAGE AUTOMATION FOR SUBSTANTIAL BUSINESS GROWTH & EFFICIENCY

Date RecordedMarch 1, 2018  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm    

5 STEPS TO A SUCCESSFUL YEAR END PLAN

Date RecordedDecember 21, 2017  CostFREE  Course Length1.0 hour  Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, Other, Small Business Owner