August Education Session: Year‑End Close Checklist, Internal and Client‑Facing SOPs
August 12 @ 2:00 pm - 3:00 pm
This course provides a comprehensive year‑end checklist for accountants, focusing on internal procedures and client‑facing standard operating procedures (SOPs). Topics include closing books, client communications, and process review to ensure year‑end readiness.
Delivery Method: Live webinar
Learning Objectives:
- Identify key internal year‑end accounting processes.
- Develop client‑focused checklists for year‑end tasks.
- Review and update SOPs to enhance accuracy and compliance.
- Apply best practices for year‑end tax planning.