This session provides attendees with best practices for closing their books and ensuring they can generate timely and accurate financial reports.

Businesses and clients rely heavily on the financial insights provided by their accounting department to answer critical questions, including how much cash is available, how long it will last, how much is owed, and by whom. These metrics are vital to a company’s success, but preparing them requires specialized knowledge and experience. This session will equip participants with the skills to handle these tasks efficiently and effectively.

Learning Objectives:

• Recognize how consistent processes can revolutionize your workflow


• Evaluate how a monthly closing routine ensures timely insights


• Identify how to master the closing process, ensuring accuracy and clarity

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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