This is the time to make sure responsibilities for compliance are covered.
While the third quarter reconciliation is similar to the what you do for the first and second quarter, this reconciliation is your reconciliation and preparation for year-end close. At this point you should be reviewing W-2 Instructions for the current year for any reporting changes and ensuring that in-house or outsourced vendors will have any required updates ready before the end of year or beginning of the new year. This video discusses what to review from January through September and how to prepare for year-end close.
Agenda
Faculty
Beverly M. Willis, MBA
- Senior Manager, Payroll at Inovalon, Inc.
- Strategic management and compliance professional with extensive experience in finance, possessing competencies in all phases of payroll compliance and taxation, general ledger/accounting, Human Resources, and HRIS
- Highly qualified and focused on continuous process improvements to increase departmental compliance and processing efficiencies
- Proven to be successful in reorganizing, streamlining and strengthening business operations to maximize organizational performance and profitability
- Practice emphasizes over 20 years’ experience in all aspects of payroll management payroll tax and accounting
- B.A. degree in human resource management, cum laude, Notre Dame of Maryland University; Graduate Certificates in proactive leadership and change leadership, Cornell University, School of Industrial and Labor Relations; Graduate Certificate in leadership development, The Johns Hopkins University Carey Business School; M.B.A. degree, with a concentration in organization development, Johns Hopkins University Carey Business School
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