{"id":33486,"date":"2024-12-10T04:11:47","date_gmt":"2024-12-10T04:11:47","guid":{"rendered":"https:\/\/excelevate.co\/wp\/?page_id=33486"},"modified":"2024-12-10T04:11:47","modified_gmt":"2024-12-10T04:11:47","slug":"accounting-close-management-best-practices","status":"publish","type":"page","link":"https:\/\/excelevate.co\/wp\/home\/training\/accounting-close-management-best-practices\/","title":{"rendered":"Accounting Close Management Best Practices"},"content":{"rendered":"<body><p><\/p>[et_pb_section fb_built=\u201d1\u2033 admin_label=\u201dsection\u201d _builder_version=\u201d4.16\u2033 global_colors_info=\u201d{}\u201d][et_pb_row admin_label=\u201drow\u201d _builder_version=\u201d4.16\u2033 background_size=\u201dinitial\u201d background_position=\u201dtop_left\u201d background_repeat=\u201drepeat\u201d custom_padding=\u201d||2px|||\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d4_4\u2033 _builder_version=\u201d4.16\u2033 custom_padding=\u201d|||\u201d global_colors_info=\u201d{}\u201d custom_padding__hover=\u201d|||\u201d][et_pb_text admin_label=\u201dText\u201d _builder_version=\u201d4.27.3\u2033 background_size=\u201dinitial\u201d background_position=\u201dtop_left\u201d background_repeat=\u201drepeat\u201d global_colors_info=\u201d{}\u201d]\n<h1>Accounting Close Management Best Practices<\/h1>\n<p>\u00a0<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=\u201drow\u201d _builder_version=\u201d4.20.0\u2033 background_color=\u201dRGBA(255,255,255,0)\u201d background_enable_image=\u201doff\u201d background_size=\u201dstretch\u201d background_position=\u201dtop_left\u201d custom_padding=\u201d||2px|||\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d4_4\u2033 _builder_version=\u201d4.16\u2033 custom_padding=\u201d|||\u201d global_colors_info=\u201d{}\u201d custom_padding__hover=\u201d|||\u201d][et_pb_text admin_label=\u201dText\u201d _builder_version=\u201d4.27.3\u2033 background_size=\u201dinitial\u201d background_position=\u201dtop_left\u201d background_repeat=\u201drepeat\u201d global_colors_info=\u201d{}\u201d]<\/p>\n<h3>Summary<\/h3>\n<p>Does your accounting team struggle to get through all their normal close tasks each month?\u00a0 Are you sure all the crucial steps are getting done before you issue your financial statements?\u00a0 An effective accounting close management process can make a major difference in the health of a business.\u00a0 Make sure yours is healthy and thriving!<\/p>\n<p>In this course, you\u2019ll learn how to design an accounting close process that drives high-quality financial statements, reduces risk, and frees up team members to focus on key initiatives.<\/p>\n<p>[\/et_pb_text][et_pb_text content_tablet=\u201d<\/p>\n<div style=\"%22width:\" 50%; float: left;%22>\n<h3>Learning Objectives<\/h3>\n<table style=\"%22border:\" 0px; width: 100%;%22>\n<tbody>\n<tr>\n<td style=\"%22width:\" 32px; border: 0px; padding: 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2021\/12\/Importance-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td style=\"%22border:\" 0px;%22>Learn the importance of a quality close process<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2023\/03\/habit-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn the habits of highly effective accounting close processes<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2023\/04\/list-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn what should be on your close checklist<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2024\/05\/tech-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn about the different technology types that help<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2023\/09\/magic-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn tips and tricks for success<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div style=\"%22width:\" 50%; float: left;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2024\/12\/Accounting-Close-Habits.png%22\" loading=\"lazy\"><\/div>\n<p>\u201d content_phone=\u201d<\/p>\n<h3>Learning Objectives<\/h3>\n<table style=\"%22border:\" 0px; width: 100%;%22>\n<tbody>\n<tr>\n<td style=\"%22width:\" 32px; border: 0px; padding: 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2021\/12\/Importance-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td style=\"%22border:\" 0px;%22>Learn the importance of a quality close process<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2023\/03\/habit-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn the habits of highly effective accounting close processes<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2023\/04\/list-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn what should be on your close checklist<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2024\/05\/tech-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn about the different technology types that help<\/td>\n<\/tr>\n<tr>\n<td style=\"%22padding:\" 6px 0px;%22><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2023\/09\/magic-icon_green_transparent.png%22\" style=\"%22width:\" 32px;%22 loading=\"lazy\"><\/td>\n<td>Learn tips and tricks for success<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<div><img decoding=\"async\" src=\"%22https:\/\/excelevate.co\/wp\/wp-content\/uploads\/2024\/12\/Accounting-Close-Habits.png%22\" loading=\"lazy\"><\/div>\n<p>\u201d content_last_edited=\u201don|phone\u201d admin_label=\u201dText\u201d _builder_version=\u201d4.27.4\u2033 background_size=\u201dinitial\u201d background_position=\u201dtop_left\u201d background_repeat=\u201drepeat\u201d hover_enabled=\u201d0\u2033 global_colors_info=\u201d{}\u201d sticky_enabled=\u201d0\u2033]<\/p>\n<div style=\"width: 50%; float: left;\">\n<h3>Learning Objectives<\/h3>\n<table style=\"border: 0px; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 32px; border: 0px; padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2021\/12\/Importance-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td style=\"border: 0px;\">Learn the importance of a quality close process<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/03\/habit-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td>Learn the habits of highly effective accounting close processes<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/04\/list-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td>Learn what should be on your close checklist<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2024\/05\/tech-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td>Learn about the different technology types that help<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/09\/magic-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td>Learn tips and tricks for success<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div style=\"width: 50%; float: left;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2024\/12\/Accounting-Close-Habits.png?w=1080&#038;ssl=1\" loading=\"lazy\"><\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=\u201d4.20.0\u2033 _module_preset=\u201ddefault\u201d custom_padding=\u201d4px|||||\u201d global_colors_info=\u201d{}\u201d][et_pb_column type=\u201d4_4\u2033 _builder_version=\u201d4.20.0\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d][et_pb_text _builder_version=\u201d4.20.0\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n<h3>CPE Information<\/h3>\n<p>Our administrative CPE policies can be found <a href=\"https:\/\/excelevate.co\/wp\/home\/training\/cpe-administrative-policies\/\">here<\/a>.\u00a0 Below are CPE details for this specific course.<\/p>\n<table style=\"border: 0px; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 32px; border: 0px; padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/03\/certificate-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td style=\"border: 0px;\"><strong>Recommended CPE Credit:<\/strong><br>1 hour of CPE credit is awarded based on a 50-minute hour for attendees who are present for the entire program.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/02\/example_icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td><strong>Instructional Delivery Method:<\/strong><br>Group Live or Group Internet Based<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/03\/category-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td><strong>Recommended Field of Study:<\/strong><br>Business Management &amp; Organization<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2023\/03\/segment-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td><strong>Program Level:<\/strong><br>Basic<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2022\/01\/priority-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td><strong>Prerequisites:<\/strong><br>None<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 6px 0px;\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/excelevate.co\/wp\/wp-content\/uploads\/2021\/12\/Plan-icon_green_transparent.png?w=1080&#038;ssl=1\" style=\"width: 32px;\" loading=\"lazy\"><\/td>\n<td><strong>Advance Preparation:<\/strong><br>None<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u201d4.20.0\u2033 _module_preset=\u201ddefault\u201d global_colors_info=\u201d{}\u201d]<\/p>\n<h3>How to Attend<\/h3>\n<p><span style=\"font-size: 14px;\">See our <a href=\"https:\/\/excelevate.co\/wp\/home\/training\/\">training page<\/a> to learn how our training programs work and to contact us to schedule one or more training programs for your organization.<\/span><\/p>\n<p>We also offer virtual and on-site training programs that are open to the public.\u00a0 See our <a href=\"https:\/\/excelevate.co\/wp\/events\/\">events page<\/a> for a current calendar of upcoming events.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<\/body><span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p>Learn how to design an accounting close process that delivers timely, high-quality financial statements, reduces risk, and frees up team members to focus on key initiatives.<\/p>\n","protected":false},"author":1,"featured_media":33478,"parent":68,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"Our <strong>Excel with Excel<\/strong> efficiency training is a three-hour course that targets intermediate Excel users who want to become more efficient with routine and ad-hoc tasks.\u00a0 We are working with the National Association of State Boards of Accountancy (NASBA) to approve this course for CPE credit.\u00a0 The course covers:\r\n<ul>\r\n \t<li>Using shortcuts (keyboard, ribbon, quick access, and pins)<\/li>\r\n \t<li>Tools, tips, and tricks<\/li>\r\n \t<li>Creating and using effective and efficient templates<\/li>\r\n \t<li>Creating and using macros<\/li>\r\n \t<li>Using the XLEV8 add-in<\/li>\r\n<\/ul>","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-33486","page","type-page","status-publish","has-post-thumbnail","hentry"],"aioseo_notices":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/pages\/33486","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/comments?post=33486"}],"version-history":[{"count":2,"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/pages\/33486\/revisions"}],"predecessor-version":[{"id":33489,"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/pages\/33486\/revisions\/33489"}],"up":[{"embeddable":true,"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/pages\/68"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/media\/33478"}],"wp:attachment":[{"href":"https:\/\/excelevate.co\/wp\/wp-json\/wp\/v2\/media?parent=33486"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}