Closing with Confidence: Financial Close and Year-End Essentials

Wednesday, December 3rd

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What You'll Learn

Prepare for a smooth and accurate year-end close with confidence. This session will guide you through the key steps of streamlining your financial close process, distinguishing month-end and year-end tasks, optimizing reporting, and ensuring compliance with 1099 requirements.

  • Differentiate between month-end and year-end tasks to improve efficiency and accuracy.

  • Apply best practices for reporting and journal entry preparation during the close process.

  • Understand 1099 filing requirements to maintain compliance and avoid year-end errors.

Instructor

Lisa Thomas

Senior Application Support Analyst