Real examples, practical steps, and the results firms are seeing.
For accounting and bookkeeping firms, month-end close is one of the most time-consuming parts of running a practice and for most teams, it's still largely manual. Chasing clients for documents, jumping between files, catching errors late in the process. It eats hours that could be spent on higher-value work, and it happens every single month. This session is for firm owners and leaders who are ready to fix that.
You'll hear directly from a firm that made the switch from manual close to automated, what changed, what the transition looked like, and what they were able to do with the time they got back. Byron Patrick, CPA, will walk through how leading firms are using period close automation to run their close by exception, reduce rework, and create capacity without adding headcount.
You'll leave with:
- A clear picture of what an automated month-end close looks like in a real firm
- The process changes that have the biggest impact on close time and accuracy
- A practical starting point for reducing manual close work in your own practice
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
