Year-end Close Checklist: Closing Out Your Fiscal Year Effectively
Do you need a refresher on how to prepare your nonprofit / association for year-end? It may surprise you to know that the key to a seamless accounting year-end close is monthly cadence. But what are all the pieces required to organize your accounting? Join The McKelvey Group’s webinar as we review our methodology for closing the fiscal year for nonprofits. We will cover items in our Year-End Close Checklist and share our best practices for ensuring a smooth tax filing for your nonprofit / association.
LEARNING OBJECTIVES
- Learn all the items necessary to successfully close the fiscal year
- Gain helpful suggestions on how to prepare a budget for the following year
- Know what to provide the tax preparer for the 990 tax filing
- Understand the importance of contribution receipts and system backups
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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