Streamline Your Period Closing Process

Streamline Your Period Closing Process

Format: Live webinar (on-demand recording available on January 21)
Duration: Approx. 90 minutes
Instructor: Robert Jones, Left Brain Professionals
NCMA Certifications: 1.5 CPEs
APTAC Certifications: 0.75 ATC (pending)
APTAC BOK: C.12 Financial Controls

*Your registration includes access to the on-demand recording.

Small businesses often struggle to close their books in a timely manner, a casualty typically attributed to limited staff and disorganized processes. Commonly, the companies we work with do not have a comprehensive and well-organized list of closing tasks, do not utilize templates, or have not considered how the timing and sequence of tasks can accelerate the process. In this webinar, we’ll discuss how the timely and efficient closing of books can speed up cash flow and the steps you can take to streamline your period closing costs.

This webinar will help you

  1. Develop a comprehensive checklist with responsible parties and due dates;
  2. Design templates for common or repetitive tasks;
  3. Categorize tasks as pre-closing, closing, and post-closing;
  4. Eliminate wasted time, steps, forms, routings, etc.

Target Audience: Small businesses pursuing opportunities in the government marketplace

Meet Your Instructor:

Robert Jones

Robert E. Jones, CPA, CPCM, NCMA Fellow

Award-winning speaker, Robert E. Jones shows audiences how to navigate the constantly changing legal and regulatory landscape of government contracts. In his engaging and highly rated presentations, he shares insider secrets drawn from 15 years of DoD contract and accounting experience. His proactive, decisive approach to finding opportunities and solving problems is based on experience in managing more than $30 million in federal contracts.

Mr. Jones has experience with a wide variety of speaking engagements, including emcee/moderator, seminars, training, chapter meetings, and conference presentations. He engages audiences with innovative approaches to contract profitability, accounting, compliance, and related topics.

The West Virginia native, Mr. Jones earned a bachelor’s degree in accounting from the McColl School of Business at Queens University of Charlotte in North Carolina. He holds a master’s degree in accountancy from The Graduate School of the College of Charleston in South Carolina. He is a licensed CPA in the State of Ohio.


Jan 12 2021


1:00 pm - 2:30 pm

Local Time

  • Timezone: America/New_York
  • Date: Jan 12 2021
  • Time: 1:00 pm - 2:30 pm