Event Overview
Closing your books for the year and making sure your accounts are in order, clean, and reconciled is crucial. Join us for a discussion surrounding updates and items to keep in mind as you prepare for year-end. During this session, we’ll provide information to help you correctly prepare any form 1099s required for the year and review common accounting considerations and things to look for when closing your books. In addition, we will explore key considerations going into next year.
- Summarize the 1099 reporting requirements for 2024.
- Discuss key accounting considerations for year-end planning and compliance.
- Examine best practices for preparing for the year ahead including forecasting, budgeting, and more.
- Jillian Robison, CPANational Outsourced and Managed Services Senior ManagerJillian has been with the firm for over 17 years and has over 20 years of experience working with small businesses on their accounting and compliance reporting needs. She works closely with the Outsourced and Managed Services team to assist with staff training, certifications, and overall understanding of our clients and work. She also works with staff across the firm to train clients, so they can do more in their business.
- Heather Huotari, CPAOutsourced Accounting Sr MgrHeather helps clients become more confident and comfortable with their financial information by providing it in a way that's easiest for them to consume. She leverages technology to provide these insights in real-time, empowering business leaders and owners to make the strategic business decisions they face on a daily basis.
- Lori Love, CPAOutsourced Accounting Sr MgrLori leverages her previous experience to provide solutions to clients' business challenges including but not limited to strategic planning in finance/accounting, business process management and recognizing opportunities for implementing technology to scale.
- CPE Credits1
- Field Of StudyAccounting
- Level Of KnowledgeBasic
- Delivery MethodGroup-Internet Based