The Balance

Managing Your Year-End Fiscal Close


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From 1099s to 990s to annual audits and beyond, no matter when your fiscal year ends, it’s a flurry of financial activity. Are you doing everything you can to make it run smoothly? Are you creating end-of-year reports that have real value for not just your financial team, but also your organization’s governance and fundraising? On this episode, Amy’s Brand K colleagues Matt Rief and Susan De Marco join her for a round table discussion about getting the most out of your EOY with the least amount of stress. 

Further Resources:

Susan Demarco, Chief Executive Officer 

Amy Karson, Founder

Brand K Partners: https://www.brandkpartners.com/

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The BalanceBy CitizenRacecar