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One-click financing for invoices—now part of Ramp’s fastest-growing service, Bill Pay

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Close smarter: 5 mistakes to avoid with your checklist

45 minutes

Boost your accounting team's efficiency by automating your close checklist. Watch our webinar featuring Edwine Alphonse, Senior Controller at Ramp, and Chazery Colon, Sales Engineer at FloQast, for essential strategies to refine your close process. Attendees will also be eligible for CPE credit. This session will cover:

Audit-proof checklists: Learn to create a checklist that withstands audits, ensuring your process is both thorough and compliant.
Adapting to change: Gain insights on adjusting your close process for new products, team dynamics, acquisitions/new assets, and recurring debt.
Close automation: Discover how to automate your close process for efficiency, while maintaining evidence of controls.

Audit-proof checklists: Learn to create a checklist that withstands audits, ensuring your process is both thorough and compliant.
Adapting to change: Gain insights on adjusting your close process for new products, team dynamics, acquisitions/new assets, and recurring debt.
Close automation: Discover how to automate your close process for efficiency, while maintaining evidence of controls.

About the speakers

Edwine Alphonse

Senior Controller, Ramp

Edwine is a seasoned CPA and has had many leadership roles at EY, PwC, and Circle. She joined Ramp in March 2021 as the first controller. Born and raised in Haiti, she has lived in Canada, France, Grand Cayman, and currently resides in Boston with her family.

Chazery Colon

Sales Engineer, FloQast

Chazery is an accredited CPA who started her career in Audit with RSM before transitioning to industry for several years. After serving as an Associate Director of Accounting, Chazery joined FloQast in 2022 as a Sales Engineer where she currently helps prospective FloQast clients understand the functionality and value of the FloQast platform. Chazery is based in Chicago, where she has resided for the last 10 years.

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1. We calculate average savings as a percentage of an illustrative customer's total card spending when using Ramp features designed to reduce business expenses. Keep in mind that this percentage is an estimate, not a guarantee. Ramp delivers savings from more than just card spending; savings can also come from non-card expenses so we may factor decreases to non-card spending into our calculation. For example, savings may result from reduced time spent on manual expense tracking, the financial benefit of cash back or other rewards, smarter expense monitoring, and eliminating costs associated with alternative solutions. Our calculations are based on platform data, industry research, customer surveys, and info on alternative options. Your actual savings may vary.

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