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Upcoming webinar:
STREAMLINE YOUR AGENCY'S YEAR-END
ACCOUNTING IN APPLIED EPIC

Presenters: Lauren Roberts, Buffy Johnson, and Kellie Halfpap

Date: Thursday, January 16th, 2025 | 2 pm ET

DO YOU WANT TO IMPROVE YOUR AGENCY'S YEAR-END ACCOUNTING PROCEDURES AND REPORTS? THEN OUR NEXT COMPLIMENTARY WEBINAR IS FOR YOU!

Mastering your year-end book closings in Applied Epic can be challenging. Join our upcoming webinar, Streamline Your Agency’s Year-End Accounting in Applied Epic, to explore workflows, best practices, and invaluable strategies for establishing effective year-end accounting procedures and generating accurate and actionable financial reports. Our goal is to provide you with accounting practices that ensure seamless and effective year-end processes.

Hosted by Lauren Roberts, Buffy Johnson, and Kellie Halfpap, this session promises to be both fun and informative. They are eager to share their expertise and the best practices they’ve gained from years of helping agencies manage their accounting in Applied Epic.

Level:

Intermediate

PREREQUISITES:

  • Already using Applied Epic Accounting
  • Understanding of day-to-day accounting workflows
  • Basic knowledge of agency financials
  • Familiarity with running and reviewing standard accounting reports

DISCUSSION TOPICS WILL INCLUDE:

  • Cleaning up old outstanding transactions and balances
  • Balancing receivables and payables
  • Understanding and identifying necessary journal entries
  • Learning about the impact of accounting methods on workflows and reports
  • Establishing year-end procedures
  • Generating year-end financial reports
  • Analyzing account statuses

Register today to join this complimentary webinaror to get the recording afterwards!

Register for Webinar

Meet Your Presenters!

lauren tripp

Lauren Roberts
Director of Agency Consulting

Buffy Johnson from KiteTech

Buffy Johnson
Agency Consultant

Kellie Halfpap from KiteTech

Kellie Halfpap
Agency Consultant

About KiteTech

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adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.