The CPA Advisory Show

The Month-End Close Process For CAS

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In this episode of the podcast, Jeremy and Chris talk about their different approaches to closing the books for clients within their CAS services. The key takeaways from the episode are:

  1. What is the purpose of the month-end close?
  2. What processes are included in the month-end close?
  3. What tools do we use during the close process?
  4. What does the timing of the close look like?
  5. Use cases for bots in the close process

    6. Follow Jeremy Wells on Twitter @jwellscfo and Chris on Twitter @chrishervochon.

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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA