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Winter Dreaming

6774f176874557462035ad6e9a13363c-huge-caThe 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!
Posted by Jocelyn Wright on Aug 2, 2019 10:00 AM America/New_York

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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.
  • Posted Tue 13 Aug 2019 02:06 PM EDT