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Year-End Accounting Essentials: Strategies for Accurate Returns

December 11, 2025 Register Now

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.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance during the live broadcast.


Who’s This For

Small to midsize business owners, controllers, directors of finance and operations, and CFOs.


Prerequisites

None


Delivery Method

Group internet-based. Each attendee must be logged in and respond to poll questions to earn CPE.


Refund Policy

There is no fee associated with this event.


Program Level

Basic


Recommended Field of Study

Accounting


Advanced Preparation

None

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP 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.

Presenter(s)

Ashley Dubaj, Melissa Sharp