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Year-end Close Checklist: Closing Out Your Fiscal Year Effectively

December 14, 2021 @ 1:00 pm - 2:30 pm EST

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.


  • 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

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Gerardo Martinez
Accounting Consultant, The McKelvey Group, Inc. Financial & Accounting Management Gerardo Martinez is an Accounting Consultant at The McKelvey Group, Inc. maintaining accounting operations for…
Traci Vagnucci
Controller, The McKelvey Group Financial & Accounting Management Traci Vagnucci is the Controller for The McKelvey Group (TMG). Traci manages all finance and accounting operations,…