Gain an understanding on the data you should be producing for month-end and how to produce that data quickly and efficiently.
Do you often receive monthly financials well after the end of the month making the reports you just received irrelevant and outdated? Sound financial decisions require up-to-date and accurate information. In this topic you will learn how utilize technology to produce accurate/reliable financial reports in less than five days after month-end. This will allow for you to make swift/timely decisions in regards to your business needs with up to date reliable data.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
How to Close the Month and Produce Accurate/Reliable Reports Less Than Five Days After Month-End
- Develop a Monthly Close Checklist
- Weekly Tasks
- Recurring Journal Entries
- Review Expenses to Determine Accruals
- Produce/Review Financials
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 9, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mona M. Birchfield, CPA
CliftonLarsonAllen LLP
- Principal in the Nonprofit Outsourcing Practice of CliftonLarsonAllen LLP
- Has comprehensive knowledge of all areas of not-for-profit accounting, including audit, regulation, accounting services, and consulting
- A wealth of experience in developing accounting policies and procedures manuals and finance and accounting systems
- Specializes in Intacct and Bill.com, and is certified in both; holds a Not-for-Profit I and II certificate from the American Institute of CPAs, for which she has been a member since 2010
- Technical experience includes cloud-based financial management systems and nonprofit entities
- American Institute of Certified Public Accountants; board of directors, Northern Virginia Chamber of Commerce, July 2020
- M.S. degree in interdisciplinary studies, University of Maryland, Adelphi, MD; B.S. degree in accounting, with a minor in business administration, University of Maryland, Adelphi, MD
- Can be contacted at 571-227-9546 and [email protected]
Megan Gaughan
CliftonLarsonAllen LLP
- Engagement director in the Nonprofit Outsourcing Practice of CliftonLarsonAllen LLP
- Has worked with not-for-profit organizations for over twelve years, both from the perspective of an auditor and controller/CFO
- Extensive experience and knowledge in developing and implementing accounting systems, policies, and procedures, managing federal grant financial reporting and compliance, leading and mentoring teams, overseeing day-to-day accounting and finance operations, budgeting and forecasting, and preparing and coordinating audits (internal and external)
- She is passionate about using her skills and expertise to build strong accounting functions that enable organizations to make strategic, data driven decisions to reach their goals
- Technical experience includes nonprofit entities; process improvement and procedure documentation; cloud-based financial management systems and financial grant management
- Professional involvement includes American Institute of Certified Public Accountants (AICPA); Not-for-Profit Certificate I from AICPA; Certified Public Accountant in the state of Illinois and Illinois Society of Certified Public Accountants
- B.S. degree in accounting, with a minor in Spanish, University of Illinois Urbana Champaign
- Can be contacted at 703-825-2198 and [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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Pay once and get a full year of unlimited training in any format, any time!
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