Loading Events

At this point in our “It’s a Marathon, Not a Sprint” webinar series, you’ve executed your organization’s training plan and you’ve implemented interval “health checks” to your accounting processes, systems, data, business functions, and quality controls. Now your eyes are on the finish line—specifically, the year-end finish line. Join us for the final session in our Outsourced Accounting Success webinar series as our CRI Xero Certified Advisors discuss performing reconciliations, data clean-up and planning for auditors and tax preparers, and other items that need to be considered as you work towards your organizations’ year-end finish line.

Participant Learning Objectives:

  • Glean tips for handling logistics and data hand-off with auditors and tax preparers
  • Understand the importance of maintaining clean, searchable transaction data
  • Discover how keeping reconciled books can help auditors and tax preparers perform their assessments quickly
  • Learn how to determine what worked vs. what didn’t work in the previous year so you can amend your processes for the next year
  • Review how cloud-based accounting systems like Xero increase efficiency, save time with third-party advisors (thus saving you money!), and otherwise streamlines your organization’s processes

Register now! 

Intended Audience:

  • Business owners
  • Organization managers
  • Finance managers
  • CFOs
  • Controllers
  • Bookkeepers
  • Accounting clerks
  • Self-employed individuals
  • Entrepreneurs

Panelists:

Moderator: Heather Jourdan, Partner, CPA

Presenters:

  • Cindy Bryan, Partner
  • Sonia Mitchell, Partner, CPA, Xero Certified Advisor

 

CPE Information:

Prerequisites: none | Advanced preparation: none | Program level: basic | Delivery method: Group Live | Field of Study: Accounting | Refunds and Cancellations: No fee. For more information regarding refund, concerns, and program cancellation policies, please contact dwood@CRIcpa.com. | State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.