Closing the Books: Your Essential Year-End Accounting Checklist

Join Wendy Barlin, CPA, Director of Client Accounting Services at Roth&Co, for a focused session on wrapping up your financial year with clarity and confidence. Featured in Forbes, CBS, and Fox, Wendy brings 25+ years of expertise helping business owners optimize systems, boost profitability, and plan strategically.

In this session, she’ll guide you through a year-end financial checklist, covering:

Financial Review – Assess performance and cash flow

Tax Planning – Reduce liabilities before year-end

Strategic Planning – Set goals for the new year

Organizational Clean-Up – Streamline systems and processes

Walk away with practical tools to close the year strong and set up for success in the next.