Own month-end: Move to a day 1 close webinar recording

Practical strategies to close faster, streamline your process, and serve clients better.

Closing month-end on day 1 is about more than speed. It's about what it unlocks.

When your numbers are ready on Day 1, you can show up for your clients with insights they actually need - when they need them, not two weeks after the fact.

In this panel, three accounting firm leaders share the practical strategies they used to move to a day 1 close, without sacrificing accuracy or burning out their team.

What you'll learn:

  • How to create a culture shift in your firm around month-end
  • How to cut unnecessary steps and streamline your process
  • How close automation tools can help
  • How to turn day 1 numbers into proactive, high-value client conversations

Meet our expert panelists:

- Twyla Verhelst, CPA - VP of Industry Relations & Community, Karbon

- Tyler Caskey - Partner, TheBeanCounters

- Bryon Patrick, CPA, CITP - Senior Product Manager, Karbon

👉 Watch the webinar on-demand now. Fill out the form to get instant access.

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