CPAacademy.org | 7 KEY STEPS TO AUDIT-PROOF YOUR BUSINESS

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7 KEY STEPS TO AUDIT-PROOF YOUR BUSINESS

This webinar is intended for firms who support small businesses, sole proprietors, and 1099'ers. It will include a demonstration of Neat software.

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other
Small Business Owner

Series: Women in Accounting

Course Description

In 2016, approximately 1 million taxpayers were audited.

Join The Neat Company's Stephanie Mozzillo for a live webinar to learn how to audit-proof a business in 7 steps. From investing in cloud technology to keeping digital copies of receipts, Stephanie will provide expert content and address real-life scenarios. By implementing a value-added service such as an audit process, firms can add new clients, save time in the chance of an audit, and retain existing clients with a stickier, more trusting relationship.

The webinar will include a demo of Neat software for document and expense management.

Stephanie Mozzillo

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

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.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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