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
The QBI Deduction: Good News for Eligible Business Owners

The QBI Deduction: Good News for Eligible Business Owners

If you’re a small business owner or you’re self-employed, there’s good news on the tax front. The Section 199A qualified business income (QBI) deduction, a powerful tax-saving opportunity since 2018, was initially set to expire in 2025. But thanks to the recent...

3 Family-Friendly Tax Benefits in the New Tax Law

3 Family-Friendly Tax Benefits in the New Tax Law

The One, Big, Beautiful Bill Act (OBBBA) brings a wide range of tax changes, with several key updates designed to support families. Among the many provisions, here are three with the potential to lower your tax bill. 1. Boosted Child Tax Credit with a New Rule...

Before a Weather Emergency Closes Your Business, Make a Plan

Before a Weather Emergency Closes Your Business, Make a Plan

It’s hurricane season, which is just one of several weather emergencies and other natural disasters companies may face, depending on location. Tornadoes, floods and wildfires also pose serious threats. According to the Federal Emergency Management Agency (FEMA), about...