Year-end is fast approaching! As many organizations prepare their financials, we want to remind them that this season doesn’t need to be complex. By leveraging the right resources, organizations can simplify year-end processes, ensure compliance, maximize financial efficiency, and plan proactively for the year ahead.

Whether your members need year-end planning help throughout the year, or simply need help identifying better ways to use technology for increased financial efficiency to improve year-end close, we can help.

Encourage your members to view year-end as an opportunity rather than a headache with these helpful resources.

Valuable Resources for Your Members  

• We have a variety of resources including W-2 and 1099 e-Books and a Tax Planning Guide available in our online Year-End Resource Center.  
• There are several items to consider as organizations prepare for year-end planning. Start 2024 right with the tips offered in our article, Preparing Your Books for Year-End.   
• Maximize financial efficiency with the right digital tools and resources. In Simplify Year-End Planning with the Right Tools, we’ve outlined everything you need to know about simplifying year-end planning processes and maximizing financial efficiency.   
• We invite you and your members to view our Ending the Year Right webinar recorded webinar.

Request a Resource   

Connect with us to learn what “Inspired Ideas” we offer to help your audience improve their year-end close with strategic outsourcing. From sharing our thought leadership pieces, to presenting at an upcoming meeting or conference, we want to help you and your members start with a solid strategy.