This course focuses on optimizing the financial close process for accounting teams, including accounting firms and their clients. It emphasizes achieving efficiency without sacrificing quality, aiming to enhance preparedness and reduce risks associated with growth and scalability. The presentation covers the importance of close optimization, addressing risk mitigation and preparing for various business opportunities. It introduces the CloseStrong Framework, which encompasses smart closing practices, trusted financials, event readiness, optimized technology use, nimble team development, and growth in accounting talent.

The course delves into implementing better close practices through a continuous improvement cycle. It covers client-focused approaches, timing and scheduling, data management, talent allocation, policy compliance, process standardization, effective governance, and technology optimization. Participants will learn to apply these principles to both client and internal closes through the use of practical tools and resources for each area of improvement.

Presented by Shana Cooper, Founding Director of The AccountAbility Team, LLC

Date: Wednesday, September 18, 2024
Time:  12:00 - 1:00pm
Live Virtual Meeting: Zoom meeting information will be sent with your email confirmation.
Benefits: 1.0 hour of CPE (free to Northern Chapter VSCPA members; non-members pay $25)