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
One Big Beautiful Bill Act / Evolution of AI

One Big Beautiful Bill Act / Evolution of AI

BDO Digital Presentation BDO Digital’s discussion on how emerging technologies are rapidly changing financial processes, decision making, and operations at businesses across the country.Download the Presentation OBBBA Presentation The One Big Beautiful Bill Act of...

Simple Retirement Solutions for Small Business Owners

Simple Retirement Solutions for Small Business Owners

Offering employees retirement options can be an effective way for small business owners to attract and retain talent. If you’re concerned about cost and administrative complexity, you’re not alone. Fortunately, several options are available, including a Simplified...

How Renting Out Your Vacation Home Affects Your Taxes

How Renting Out Your Vacation Home Affects Your Taxes

When you’re not using your vacation home, renting it out can generate extra income. But it can also affect your taxes, depending on how often you rent and use the property personally. The 14-Day Rule In some situations, renting out a vacation home can generate...

Revisit Your Emergency Fund Goals

Revisit Your Emergency Fund Goals

An emergency fund is key to long-term financial security. Over time, changes in expenses, income, family needs and financial priorities can affect how much emergency savings you need. Regularly reviewing your reserves can help ensure they’re sufficient to support your...

Backup Withholding: What Businesses Should Know

Backup Withholding: What Businesses Should Know

In most cases, you aren’t required to withhold taxes from payments to independent contractors. However, there are situations in which the “backup withholding” rules apply. Backup withholding is most commonly required when a contractor fails to provide a correct Social...