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Course

Payments & Accounting

(2548) Financial Mastery: Streamlining Month-End Processing for Perfection


Content Level: Basic

Personas: Owner/Principal, Accountant

Products: Applied Epic

Tuesday, October 7, 2025
1:15 PM - 2:15 PM PT
This session will guide you through the end-of-month financial closure procedures to ensure you are prepared for the next accounting period. We will cover Applied’s recommended processes before, during, and after month-end, which include adjustments and reconciliations, and review critical reports used within accounting. These processes will help inspect the company's financial health and assess the impact of transactions on overall operations.