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Year-End Accounting Essentials: Strategies for Accurate Returns

December 11, 2025

As the year draws to a close, small to midsize business (SMB) leaders face the critical task of preparing for compliance and tax return filings. This webinar will walk participants through key strategies for a successful year-end close, including a deeper dive into profit and loss reviews, prepaid and accrued expenses, schedule management, and annual compliance forms, such as 1099s and W-2s. Join us to explore actionable insights to help streamline your processes and ways your organization can achieve accurate returns.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Identify and apply core strategies to help streamline year-end accounting and tax return preparation.
  • Analyze profit and loss statements to uncover discrepancies to help maintain financial accuracy.
  • Evaluate and reconcile prepaid and accrued expenses using effective scheduling techniques to support compliance and audit readiness.

Presenter(s)

Ashley Dubaj, Melissa Sharp

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