Month-End Close Best Practices

Oct 1, 2025 | Customized Accounting Series

We recently hosted a practical session on month-end close best practices, where attendees learned strategies to improve accuracy, streamline processes, and gain valuable insights from financial data.

The session covered:

  • Optimizing the chart of accounts

  • Using a pre-close checklist

  • Validating and cleaning data
  • Understanding balance sheets, P&L statements, and key ratios


Featured Topics and Speakers

  • Month-End Matters: Ensuring Accuracy and Accountability in Financial Reporting – Marlissa Cinko
  • Financial Foundations: Optimizing Your Chart of Accounts for Growth – Marlissa Cinko
  • Laying the Groundwork: The Importance of a Pre-Close Checklist – Marlissa Cinko
  • From Messy to Meaningful: Optimizing Data Through Validation & Cleanup – Marlissa Cinko
  • Beyond the Close: Understanding Your Balance Sheet, P&L, and Key Ratios – MaryEllen Denny
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