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Tips for Painless Financial Period End CloseBill Hanna, CPADate prepared: September 22, 2015
1. CalendarSetup a calendar. Don’t Leave anyone guessing the deadlines.
2. Communicate Email the close calendar to not only the accounting staff, but to everyone in the organization who needs to know or take action.
3. AutomateMake use of recurring entries and automatic postings.
4. ChecklistsMake sure to have one. In fact, every staff member should have their own.
5. Shared FolderSetup a Closing Shared Folder so that all team members can upload their finished journal entries or recon excel files.
And happy closing..
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