SmartTalks - December 2022 Accounting Year End Processing

December 15, 2022

This monthly meeting provides a full checklist for closing your accounting software. Regardless of the product you use, this session will give you step-by-step instructions on:

The order for closing sub-ledgers
How to balance cash accounts
How to manage open purchase orders and inventory receipts
What team members to include in the year-end process
Processing 1099’s
Setup for the following year

Specific details for Acumatica ERP and Sage 100 are also included in the discussions and examples.

We will also provide a comprehensive rundown of the year-end reports and provide helpful tips for troubleshooting any issues you may encounter. Contact us to ask questions, have a discussion, and get answers from our experienced presenters, so you can feel confident in the closing of your accounting software.

About the Author

Cristi Womack

ERP Consultant

Cristi is an accounting consultant with CS3 Technology focusing on ERP assistance. She provides front line assistance for Acumatica ERP. She has extensive experience in documents process and procedures for clients.

Mike Talbot

ERP Consultant

Experienced ERP consultant with Sage 100 and Acumatica ERP, Mike Talbot joined the CS3 team in 2021 as an ERP Consultant. Based in Massachusetts, he serves clients across the U.S.