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Self-Study CPE
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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5 "ZAPS" YOU CAN USE TO AUTOMATE YOUR PROCESSES
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WINNING STRATEGIES FOR WORKING WITH THE GIG ECONOMY
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Neat 5steps

5 STEPS TO A SUCCESSFUL YEAR END PLAN

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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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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.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.