Author: Josh Keppen
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The Ultimate Guide to Invoicing for Small but Mighty Teams
For small businesses with 0–5 employees, cash flow is everything. You can’t afford to wait months for payments, and you definitely don’t have the luxury of a dedicated accounts receivable department chasing down clients. That’s why invoicing isn’t just a paperwork task, it’s the heartbeat of your business. But here’s the thing: invoicing doesn’t have…
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Expense Tracking for the Solo Entrepreneur: 5 Easy Workflows to Copy Today
Running a business on your own means every hat is yours to wear: CEO, marketer, customer service rep, and yes, bookkeeper. One of the trickiest parts of that last role is keeping track of expenses. Without a simple system, it’s way too easy to forget the $12 domain name renewal, lose the gas receipt from…
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Bookkeeping Basics for Companies With 0–5 Employees: What Really Matters
When you’re running a business with just a handful of people (or maybe it’s just you), bookkeeping often feels like one of those “I’ll get to it later” tasks. But here’s the secret: bookkeeping isn’t about complicated spreadsheets or hiring an accountant on day one. It’s about building a simple, repeatable system that helps you…
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The Receipt Problem: How Businesses With 0–5 Employees Can Stay Organized Without Drowning in Paper
If you run a business with fewer than five employees, you already know the feeling: you’ve got receipts everywhere. In your wallet. In your car’s cupholder. In a shoebox under your desk. Some of them even fade before you get a chance to record them. And every tax season, you promise yourself you’ll “do it…
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Spend vs Expense Management: What’s the Difference and Why It Matters for Small Business
At Neat, we often hear small business owners use the terms spend management and expense management like they’re the same thing. While they’re closely related, they’re not identical. Knowing the difference between spend vs expense management can help you run your business smarter, save money, and keep your finances under control. We built Neat to…
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Expense Tracking for Small Business: A Simple System That Actually Works
At Neat, we talk to small business owners every day who feel overwhelmed by managing expenses. We get it. Running a business means wearing many hats, and keeping track of costs often falls to the bottom of the list. Yet ignoring expense tracking leads to bigger problems like cash flow issues, tax headaches, and missed…
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How to Organize Receipts with Automation: Save Hours Each Week
At Neat, we know managing receipts can feel overwhelming. Whether you’re running a business, freelancing, or handling personal finances, paper and digital receipts pile up fast. Without a system, you lose valuable time sorting, typing data into spreadsheets, and hunting for missing records during tax season. That’s why we built Neat—to help you organize receipts…
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How to Organize Receipts for Taxes and Stay IRS Audit-Proof
Most of us know that keeping receipts is important. But when tax season arrives, too many people are left digging through shoeboxes, scrolling through email inboxes, or worse—realizing the receipt they need is long gone. If you’ve ever felt that pit in your stomach when a tax document is missing, you’re not alone. The good…
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Are Pictures of Receipts Okay for Taxes? What Small Business Owners Need to Know
For small business owners, tax season is often filled with a flurry of spreadsheets, scanned documents, and one big question: Are pictures of receipts okay for taxes? The short answer? Yes—photos of receipts can be perfectly acceptable documentation for tax purposes, as long as they meet certain IRS guidelines. But to ensure your business stays…
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Expense Management for Small Businesses: How Solopreneurs and Growing Teams Can Stay Organized
Staying on top of business expenses might seem simple at first—especially for solopreneurs or teams just starting out. But as your business scales, expense management can quickly become a source of stress, confusion, and missed opportunities. Whether you’re running a one-person operation or managing a lean but growing team, having a system in place for…