A Faster, Cleaner Close

The month-end close process sets the timeline, cadence, and accuracy of the monthly financial statements, yet it is often misunderstood, under-documented, and shaped by inherited habits or software constraints. This course examines how to build a close process that assigns task order and ownership, reconciles accounts, and monitors results for continuous improvement. Participant Desired Outcomes • Use close results to identify opportunities for continuous improvement. • Identify bottlenecks, inherited practices, and software constraints that can affect the speed and accuracy of the close. • Map a month-end close process with clear task order, ownership, deadlines, and reconciliation responsibilities.