simplifying and organizing your finances for a small business

In this episode, we're having President & CEO of The Neat Company, Garrett Baird, who offers tips on how HVAC business owners can declutter their business..
you're doing it yourself when it comes to your tax return, and you do not have CPA, so Neat will give you everything you need to prepare your taxes AND to, along the way, see how your business is performing, says Garrett..
It's built into our application, and it's workflow that steps you through all of our transactions and the matching receipts, gives you that final opportunity to say yup, looks good..   as you go, you're getting near real-time feedback on the performance of your business, says Garrett Baird..
Joshua Crouch has been in the home services industry, specifically HVAC, for 8+ years as Operations Manager, Branch Manager, Territory Sales Manager, and Director of Marketing.
What is not simple, usually it's helpful, especially cuz we all know IRS likes to poke around in our businesses whenever you start making little bit of money, so it's good to have that documentation and have that stuff taken care of in,. so what.
Tersh Blissett I, what I hear you saying is that it's not idea to have just like your shoebox and just chunk your shoebox of receipts to them and be like, eh, Josh Crouch Figure it out..
who the wrench group is and they, he, the only reason he came back into the industry is because there, there is in the industry.
And at the time we're using our, traditional strength and need of matching receipts or matching invoices to transactions so that you are, have those financial documents, the source documents behind those transactions fully married up so that you do not have to show up show up with shoebox either either to your CPA or to..
Set up the, their need as need address as CC, as the, if that provider offers, multiple billing contacts and you want copy and you want better copy or if you're using, Gmail or outlook set up rule to forward it..
What does that look like for you guys that, and maybe they need to move to Peachtree or Sage or QuickBooks because they need to hire CPA or whatever the case is.
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