Streamline Your Period Closing Process


Format: E-course
Duration: Approx. 90 minutes
Instructor: Robert Jones, Left Brain Professionals
Learning Credits: 1.5 CPEs, 1.5 ATCs
*This course was recorded on January 12, 2021.

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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 course, 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 course 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: Accountant, Bookkeeper, Business Owner, CFO/Controller, CPA, Sr. Accountant, Government Contractor


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