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Past Events

Best Practices for Achieving Accurate and Timely Financial Statements

Event type:  Webinar
Date:  March 26, 2018

The webinar will be hosted via WebEx


Complimentary Webinar

Beating the Monthly Close Woes – Best Practices for Achieving Accurate and Timely Financial Statements

Most organizations follow a process of closing the books at the end of each month to provide management with an accurate picture of their finances and make critical business decisions. Problems can arise though when the reporting is late or incorrect – often the result a flawed process, inefficiency and other internal and external factors.

Join Gelman, Rosenberg & Freedman for a complimentary webinar on best practices for your monthly close process, preparing financial statements and planning for the annual audit throughout the year. Our outsourced Accounting and Advisory Services professionals will provide participants with industry guidelines enhanced with proven process and procedures resulting from years of experience serving as outsourced CFO and accountants for organizations across all industries.

Participants will come away with practical guidence to help them perfect the monthly close process, become champions for accurate and timely reporting, and ensure the organization is prepared for the annual audit.


The seminar will be presented by Outsource Accounting and Advisory Services Partner, John R. Pace, CPA, CVA and Senior Manager Elinor Litwack, CPA.

Additional Program Details
Learning Objective: To provide participants with best practices for improving the monthly close process and preparing for the annual audit.
Instructional Delivery Methods: Group Internet-based
Recommended CPE: 1.0 CPE
Recommended Fields of Study: Accounting
Prerequisites: None Required
Advance Preparation: None
Program Level: Basic
Course Registration Requirements: None
Refund Policy: No fee is required to participate in this session.
Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our seminar participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

Presenters:  Elinor Litwack
John R. Pace

When selecting an auditor, the Council on Social Work Education sought a firm that could bring the greatest technical expertise to our organization. I remember my first meeting with Terri McKnight. As a new Executive Director, I felt very confident that she and Gelman, Rosenberg & Freedman had a handle on the nonprofit industry and could help us make better financial decisions for our environment.

Dr. Julia Watkins |  Executive Director
Council on Social Work Education