Year-End Close: Overtime, Tips, Tax, & Tech-Driven Strategies
January 15, 2026Explore practical guidance for small to midsize businesses (SMBs) on overtime and tips, payroll, fringe benefits, and digital transformation.
Join the Outsourced Accounting Services team from Forvis Mazars for a webinar designed to help SMB leaders navigate the complexities of year-end close and tax compliance. This session will go beyond traditional processes to explore how automation and emerging technologies can transform your year-end close. Our panel will address common challenges, including overtime and tips, payroll processing, and fringe benefits, while demonstrating how cloud-based accounting platforms (NetSuite, Intacct, QuickBooks Online, Xero) and digital tools can streamline workflows, reduce errors, and save time.
We’ll delve into actionable steps, compliance pitfalls, technology tips, and outsourcing resources to help you prepare for reporting deadlines and regulatory requirements with confidence. Whether you’re a business owner, controller, or CFO, this session will equip you with practical insights and tools for a smooth, efficient, and future-ready year-end close.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify and address key compliance issues in payroll, overtime, tips, and fringe benefits, including W-2 reporting and recent regulatory changes.
- Use cloud-based accounting platforms and digital tools to help streamline year-end close processes.
- Apply practical strategies for preparing accurate reports for auditors, tax preparers, and regulators, and avoid common pitfalls that can delay the year-end close.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CFOs, controllers, directors of finance and operations, and SMB owners
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
Taxes
Advanced Preparation
None
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)
Stacey Atchison, Jane-Ellis Griggs, Devin Tenney, Brian Singleton, Audrey Falcou