Winter Dreaming

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The heat wave sweeping through Texas has me dreaming of cooler weather and all the other things that make the end of year so special. While November and December do bring cooler temperatures, they also bring the stress of holiday shopping, which for me is compounded by the fact that two family members also have birthdays around that time. That’s why I like to start planning now.

Securing a successful audit and a comprehensive annual report might not be as thrilling as finding the perfect gift, but it’s an equally important part of year-end activity for social good organizations. And, like any good gift, it requires careful planning and execution, which must start well in advance of December. The most successful organizations are preparing for year-end throughout the year by having proper controls and policies and procedures in place to ensure that all the end-of-year reporting and processes go smoothly and are as surprise-free as possible.

Our new Organizational Best Practices workshop, OBP: Finance—Year-End and Audit Plans, is created specifically for finance professionals, to help you prepare your organization to close out its books and end the year on a high note. And we’re starting the workshop sessions now so that you have plenty of time to craft a plan before December rolls around.
What do you do to prepare for year-end at your organization? Let us know in the comments below!

News Organizational Best Practices Blog 08/02/2019 10:00am EDT

Added by Jocelyn Wright

2 Comments

Jonathan Landers Sep '19

I must be honest this is something I have always thought about but never put pen to pad to actually do. You made to start jot down a few ideas that we need to do to get ready for year-end. Thanks.

Amy Wieck Aug '19

We try to make sure that any changes in technology and our processes are put into place well before September. By the time our busy season hits we need to focus on fundraising not implementing and learning new things.