Here at The Neat Company, we know that your small business is anything but small to you.  This week marked the annual National Small Business Week – and to celebrate, we’ve compiled a handy cheat sheet of the top ten information categories all small businesses should digitize and protect:

1. Tax related documents
2. Employee documents
3. Business receipts
4. Insurance documents
5. Banking and budgeting information
6. Travel documents
7. Contracts
8. Legal documentation
9. Research
10. Presentations

Are you a small business owner?  If so – we’d love to hear from you!  Tell us how you’re using Neat to help keep your business at its best every day of the year.

Until Next Time … Keep it Neat!

-Kevin

William Pessoa is a Systems Architect consultant who travels frequently for business.  While on the road, William uses Neat to help keep track of expenses and manage paperwork.

As a small business owner, he is responsible for running an efficient business while handling all accounting procedures.  Before Neat, William found it challenging to keep track all of his receipts – Which client should receive this receipt?  Who needs an invoice?  Where did I save a copy of the receipt? Now, Neat allows him to stay on top of everything.

Neat for expense management:

• Scanning and storing  receipts digitally with Neat.  William saves original receipts within Neat’s software and generates reports – he creates one expense report per client, every week – and invoices clients electronically.  Additionally, William has become more organized by creating file folders for each client and storing client information within the appropriate file folder in Neat.

Neat for organization and storage:

• Neat’s digital filing system can be used as back-up and storage for important files.  Often, William needs to search for files within Neat ‘s software, to do so he types in a keyword and finds the information immediately.  Since Neat’s software provides the location of a given file – retrieval in the future is quick and easy.  William feels more relaxed because of Neat’s keyword search functionality, “I’m confident that I don’t have to worry about losing customer files. I have everything I need, at all times, even when I’m traveling.  I can search for stored information and find what I need quickly.”

Neat for tax reports:

• Neat helps track and document tax information throughout the year. As a consultant, one of William’s main tasks is creating tax reports.  William has numerous tax deductible receipts that he scans into Neat’s software. The software helps him account for all tax deductible items and provides a safe IRS certified system for receipt storage and back-up.

Neat for personal information:

• William relies on Neat to organize, store, and back-up his important personal information such as; insurance papers, medical documents, registrations, home insurance files, etc to Neat.  As a frequent traveler, William finds it helpful to have access to his personal digital filing system on the road.

William is continuing to explore the many benefits of Neat’s products. He loves Neat for record keeping, expense and tax reporting, and for maintaining his personal information.  William’s experience with Neat has led him to recommend Neat’s product line to any small business owner in his position.

If you’ve ever used Neat to organize and track your business receipts – share your story below.

Until Next Time … Keep it Neat!

-Kevin

It is my pleasure to share some very exciting news: The Neat Company has been named 2012 Enterprise Awards’ Technology Company of the Year by the Greater Philadelphia Alliance for Capital and Technologies.  The Enterprise Awards are presented annually to technology companies who contribute to the growth and vitality of their communities in the Greater Philadelphia region.

This award not only represents our strong commitment to continuous product development and growth, but also the extraordinary efforts, talents, and expertise of all of our employees.

Jim, Tonya, Rick, and I would all like to personally thank everyone at Neat for their hard work.

Until next time … keep it Neat!
-Kevin