The Neat Company opens new accountant and bookkeeper partner program

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The Neat Company, a small business expense tracking and bookkeeping automation solutions provider, has unveiled a new accountant and bookkeeper partner program. Dubbed the Neat-Freak Partner Program, it's available to all firms and is set up to facilitate collaboration between accountants and their clients, while also providing incentives.

The program offers two distinct partner plans. The Neat-Freak Pro Silver plan is a commission-based referral plan similar to Neat’s past partner programs. The partner benefits of this level include:

  • Traditional referral business model with 10 percent commission on referrals
  • 1-year free instance of Neat
  • Basic listing in Neat's "Find an Accountant" directory
  • Dedicated account management and priority support
  • Access to online resource center (training and sales materials)
  • Certification badge

The Neat-Freak Pro Gold program is a reseller-based program that includes some of the benefits of the Silver plan as well as:

  • Traditional wholesale billing model
  • Optional client referral model
  • Up to 40 percent margin on Neat software
  • Ability to sign up clients directly in app or through self-service portal
  • Free instance of Neat for life (while Neat Partner Program is in effect)
  • Dedicated account manager and priority accountant support
  • Premium Listing in’s "Find an Accountant" directory
  • Feature in Neat newsletter, which has a reported 100,000+ distribution
  • Entrance in monthly and annual sales contests
  • Invitation to annual partner recognition event in Philadelphia

Partners will be able to access ongoing, dedicated support for the duration of their participation in the Neat-Freak program. They will also have access to Neat’s new wholesale billing feature, an enhanced partner portal where accountants and bookkeepers can manage payments for their clients’ Neat accounts through the Neat web application. It was developed to provide accountants and bookkeepers an easier way to manage billing for their clients.

“When we designed our program, we wanted it to help our accountant and bookkeeper customers improve efficiency and grow their businesses by offering incentives and support,” stated Kevin Miller, chief marketing officer for The Neat Company. “We offer aggressive revenue sharing and unique opportunities for our partners to gain access to Neat’s customer base of over 2 million users — and we have designed this program to be fun, unique, and profitable for our partners.”

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