Blog | Webinars

April 2022

Do you need a refresher on how to prepare your nonprofit / association for year-end? It may surprise you to know that the key to a seamless accounting year-end close is monthly cadence. But what are all the pieces required to organize your accounting?

The McKelvey Group partnered with US Transactions Corp (UST) for this webinar to review our methodology for closing the fiscal year specifically for nonprofits. This free webinar covers items in our Year-End Close Checklist and share our best practices for ensuring a smooth tax filing for your nonprofit / association.

Viewers will:

• Learn all the items necessary to successfully close the fiscal year
• Gain helpful suggestions on how to prepare a budget for the following year
• Know what to provide the tax preparer for the 990 tax filing
• Understand the importance of contribution receipts and system backups