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Month-end and year-end Accounting
and reporting in applied epic –
Exclusive Small Group Virtual Consultations

With KiteTech’s Applied Epic Consulting Team


Session Duration: 90 min
Cost: $200​

Available Sessions

WED, NOVEMBER 8 | 3 PM ET​

TUE, NOVEMBER 14 | 2 PM ET​

THU, NOVEMBER 16 | 2 PM ET

DO YOU WANT TO IMPROVE YOUR AGENCY'S APPLIED EPIC MONTH-END AND YEAR-END ACCOUNTING PROCEDURES AND REPORTS? THEN OUR NEXT SMALL GROUP CONSULTATION IS FOR YOU!​

The Kite Technology Agency Consulting team is excited to invite you to our exclusive sessions dedicated to helping you streamline your month-end and year-end accounting procedures and reporting in Applied Epic. Each of these sessions is a highly engaging and collaborative small group learning environment, where you can hear from our team and the other participants on their experiences, challenges, and best practices related to month-end and year-end accounting in Applied Epic.

In these focused group consultations, we can take time to address YOUR agency’s unique questions and challenges as they relate to monthly and annual book closings in Applied Epic. Together, we’ll delve into streamlined workflows, best practices, and valuable strategies for establishing effective accounting procedures and generating accurate financial reports. Our goal is to equip you with accounting practices that resonate with your agency’s financial objectives, ensuring smooth and efficient month-end and year-end processes.

 

Details:

Session Duration: 90 minutes

Cost: $200 per person

Spots Available per Session: Limited to 20 attendees per session

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:​

  • How accounting methods affect workflows and reports
  • Understanding journal entries
  • Establishing month-end/year-end procedures
  • Generating month-end/year-end financial reports
  • Analyzing Status of Accounts 

Available Sessions

WED, NOVEMBER 8 | 3 PM ET​

TUE, NOVEMBER 14 | 2 PM ET​

THU, NOVEMBER 16 | 2 PM ET

Meet your Presenters!

ROUND HEADSHOTS -Buffy

Buffy Johnson
Agency Consultant

lauren tripp

Lauren Roberts
Director of Agency Consulting

About KiteTech

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.