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Re-Thinking the Month-End Close, While Working Remotely.

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Before starting this self study program, please go through the instructional document.


  • What is Important in a Monthly Closing Process?
    13 mins
  • The Monthly Close
    29 mins
  • Moving to a soft close: Collections
    55 mins
  • Moving to a soft close: Financial Statements
    69 mins
  • Risks of working remotely
    89 mins

Course Description

Finance teams have had to adapt to closing the books remotely as the COVID-19 pandemic continues, piling pressure on this crucial process. It's been a learning experience, but best practices are emerging. Given the level of detail involved, closing the books even under normal circumstances can be complex and cumbersome. Sometimes, companies have data in multiple systems which adds even more complexity. Now, finance workers remain in separate places because of the COVID-19 pandemic. Closing the books remotely adds another layer of challenge. 

Most companies have a documented monthly close process in place.  The Covid-19 pandemic has changed the way accounting departments can close the books for the month.  With companies employing a combination of a remote workplace, with a hybrid workplace, there can be a disconnect among the members of the accounting team regarding the best methods to use to close the books monthly. 

Key topics: 

  • How companies are adapting to the remote workplace 
  • How to best manage your close process remotely
  • How by designing a remote close process, you can address the number of days it takes to close the books
  • Discover new processes that decrease the number of days it takes for the monthly close

Learning Objectives

  • To identify risk areas, such as separation of duties, and other internal controls that need to be addressed when closing the books remotely.
  • To identify the important items to include on your monthly close checklist.
  • To begin to make better use of technology tools available, that can enhance and improve the monthly close process.
  • To optimize efficiencies to effectuate reporting accuracy
  • To address operational risk areas such as cyber security, which calls for collaboration with other departments.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA