When we think of year-end, we think about closing our accounting books. Year-end is more than
accounting. Articles and presentations exist everywhere about how to close your books. In this
workshop, we will talk about how to prepare your firm for a new 2021 beginning. We will consider
practice management, document management, and firm presence on social media and the internet. Through this webinar, you will:

• Understand the benefits of planning for the New Year
• Identify non-financial areas that should be reviewed
• Establish a plan on how to best approach a year-end review