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Successful Planning for Year-End Starts Now

Successful Planning for Year-End Starts Now

Friday, June 23, 2023 (12:00 PM - 1:00 PM) (CDT)


Planning for year-end can be overwhelming, but ensuring it is done right is crucial to the success and growth of your organization. Taking the right steps to prepare now can alleviate stress and better align you for a successful year-end. In this webinar, we will discuss rules, limits, and important information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals.

Register here!

Learning Objectives:

  • Summarize the benefits of planning ahead.
  • Identify important topics in preparing for year-end.
  • Explore examples of successful year-end planning.
  • Discuss possible next steps.

Jillian Robison, CPA, National OMS Sr Manager | Eide Bailly

Jillian has been with the firm for over 16 years and has over 20 years of experience working with small businesses on their accounting and compliance reporting needs. She helps prepare staff to assist clients with their business issues. She works closely with the Business Outsourcing and Strategy group to assist with staff training, certifications and overall understanding of our clients and work. She also teams up with staff across the firm to train clients, so they can do more in their business.

Kate Stenzel, CPP, Outsourced Payroll Sr Manager | Eide Bailly
Kate has been with Eide Bailly since 2011 and has more than 10 years of payroll experience for a variety of business industries. As part of our Business Outsourcing team, she assists with accounting work at all levels, payroll processing and consulting. Kate prepares and files payroll tax returns in many different states, and files sales and use tax returns. She also provides consulting on federal and state notices, garnishments and keeps clients up to date on the ever-changing payroll laws.

CPE Information
CPE Credit: 
Field of Study: Business Management and Organization
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Mye Collins.

Event Contact
Kallie Kleinschmidt
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Friday, June 23, 2023 (12:00 PM - 1:00 PM) (CDT)
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