Mastering Month-End Accounting Processes: Streamlining Your Close-Out Process & Why It Matters

In this ServiceTitan-sponsored webinar, BDR Lead Accounting Coach & Trainer Kasey Stanley breaks down the accounting month-end closing process, explaining each step and its critical role in maintaining accurate financial records.

Gain valuable insights into best practices for smooth, efficient closings and explore essential tools within ServiceTitan that help streamline accounting tasks, minimize errors, and improve report accuracy.

Whether new to month-end closing or seeking to refine your approach, this session delivers actionable strategies to enhance your financial operations.

Webinar Takeaways

• Understand the month-end accounting close-out process and its importance for financial accuracy.
• Explore a proven BDR process tailored for use with ServiceTitan’s software.
• Discover how to access key reports within ServiceTitan through an in-depth walkthrough.

About the Speaker

With over 20 years of accounting experience, including 10 years in HVAC, Kasey Stanley specializes in bookkeeping, office operations, IT systems, and more. Her practical expertise supports BDR clients in streamlining their processes and achieving success. Kasey is a dedicated accounting coach with a wealth of industry knowledge.