FMN Accounting

How to Create an Efficient and Accurate Month-End Close Process

The month-end close process involves recording, reconciling, reviewing all business transactions, and finalizing account data for the month. An efficient month-end close process is essential to producing accurate and timely financial statements that can be used for both analysis and decision-making. Edgar Thomas, Co-Founder and COO of Avise, joins this segment to provide additional background on the true purpose of month-end close, how to optimize the length of time required to close, as well as the process of navigating reclasses and adjustments. Edgar also discusses the role software, flux analysis, prioritization, and relationship building play in the close cycle.

Learning Objectives:

  • Identify the purpose and benefits of the month-end close process
  • Recognize how double-entry accounting, timeliness, and accuracy creates for higher quality close process
  • Identify the importance of month-end close tools or software, flux analysis, and the idea of a well-rounded accountant 
  • Recognize the steps to take in order to increase month-end close efficiency


Prerequisites/Advanced Preparation:

None


Speaker / Author:

Edgar Thomas

Kaplan

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Price (USD)

Standard: $69.90

Details

Course Code : FMN1552-FM

Release Date : 03/08/2024
Expire Date : 10/13/2025
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Update
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Accounting

Theme : Financial Accounting Best Practices

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