Focus Group: Preparing Review Ready Financials

June 24, 2026

Join fellow accounting firm leaders and team members for an interactive discussion focused on improving the quality, consistency, and efficiency of your month-end close process.

We'll begin with a brief recap of the key concepts from our Preparing Review Ready Financials webinar held on June 17. (If you miss the webinar, the recording will be available in the Resource Library shortly after the event.)

During breakout discussions, participants will explore practical strategies to:

• Strengthen day-to-day habits that support a smoother month-end close, including bank feed maintenance, statement access, communication tools, workflows, and managing outstanding items.
• Identify areas of the financial review process that create unnecessary rework and discuss ways to improve efficiency.
• Clarify responsibilities between preparers, reviewers, and advisors to improve accountability, consistency, and team performance.

Bring your experiences, challenges, and ideas as we learn from one another and share best practices for delivering review-ready financials.

Date: June 24, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE.