Close smarter: 5 mistakes to avoid with your checklist

Boost your accounting team's efficiency by automating your close checklist. Join 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 (See below instructions!).

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.

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Quick steps to your CPE credit:

• Download and log into the Earmark app.
• Search for the course under “Close smarter: 5 mistakes to avoid with your checklist.”
• Enroll, pass the quiz with at least a 70% score, and select “Email CPE” to get your certificate.

For assistance, reach out to [email protected] or visit their contact page.