Accelerating the Close Process

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

The month-end accounts closing process is a crucial part. Closing the books each month is the process that sets the numbers in stone. It helps business owners in measuring progress towards goals. They are also essential for performing accurate cash flow projections for the future. Further, they help in making essential business decisions with more management-related information. 

However, the monthly close process can be time-consuming and labor-intensive. Tracking down information from many other departments, identifying errors and making corrections; and performing all of the other necessary tasks leads to issues like overtime, delayed reports, and frustrated stakeholders. Further, for companies with subsidiaries, the process is even more complex and challenging.

This CPE webinar for CPAs will:

  • Explore ways to save time and 
  • Identify specific steps 

Organizations can take to accelerate the month-end close process.

Learning Objectives

  • To identify common challenges that delay the close process
  • To compare your organization’s performance versus top performers
  • To explore best practices for closing the books more efficiently

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Assistant Controllers
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CEO
  • Certified Management Accountant (CMA)
  • CFO/Controller
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Intermediate
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    Anyone With Experience In Financial Accounting And Reporting

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Scott Beaver

Senior Product Marketing Manager, Oracle NetSuite

Scott Beaver is a Senior Product Marketing Manager for Oracle NetSuite. He is responsible for developing messaging, positioning and content for NetSuite ERP and Financial Management solutions.

Scott has over 15 years of product marketing experience working with both technology industry leaders and startups. Prior to joining NetSuite, he held roles with Sage and Blue Yonder (formerly JDA) and led marketing for several companies that were ultimately acquired. 


About Company

Oracle NetSuite

www.netsuite.com

NetSuite cloud accounting software expedites daily financial transactions, accelerates the close process and helps ensure compliance with accounting rules and regulations. With NetSuite, businesses can seamlessly couple financial planning, accounts receivable, accounts payable, revenue recognition, tax management and other core accounting functions with real-time financial visibility and business insights to improve financial performance.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

461 Ratings

Excellent

222

Very Good

156

Average

72

Poor

9

Terrible

2

VH

Vincent Ho, CPA (US)

Aug 4th, 2021

Good to learn the basic principles about what makes an accelerate close possible. Will take these points into heart and talk my boss into changing to an automated OS.

MB

Marlene Baker, CPA (US)

Jun 25th, 2021

I really enjoyed this webinar. There were definitely some things that we could tighten up to reduce our close process.

SB

Steven Blake, CPA (US)

Aug 4th, 2021

Very good course. They hit on many significant areas that all impact the close cycle.

JC

Jerry Conway, CPA (US)

Aug 4th, 2021

Great to get a different perspective and to see how the close checklist is organized.

PA

Pamela Atuheire, CPA (CA)

Aug 4th, 2021

I learnt how to achieve month end close which applies to my job KPIs

Accelerating the Close Process

FREE

1 Credit

Subject Area

Accounting

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