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Clientpartner neat

HOW TO BUILD A SUCCESSFUL PARTNER-CLIENT RELATIONSHIP

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 8, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Series: Bookkeeper, Women in Accounting
Course Description

Join The Neat Company's, Stephanie Mozzillo to learn simple relationship management tools and processes that you can implement when managing current or prospective clients.
 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Stephanie Mozzillo

The Neat Company
Product/Channel Marketing Manager
[email protected]

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 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.