Month-End Masters User Gathering

Full Description

Got the FloQast basics down? Let’s take your FloQast knowledge to the next level! During this session, we’ll share the most common goals we hear from accounting departments and how you can use FloQast to achieve them. You’ll learn how to:

• Take key steps in FloQast to further shorten your close
• Provide visibility of your close status to your CFO within minutes
• Answer questions from auditors before they ask
• Encourage team members to take ownership and accountability for their work

Full Description

No longer just a solution to help accounting teams organize their work and collaborate, FloQast is increasingly helping these teams do the work, too.

Join product managers Aynsley Moffitt and Erika Heckscher as they delve into two new modules that help automate and streamline operations and thereby save hours and for some organizations, even days of work. Spotlighting Flux Analysis to help bridge the gap between accounting and finance and Matching to expedite the reconciliation process with intelligent automation, these two solutions can help accounting teams increase their efficiency and overall organizational impact. Tips on best practices to roll out, how to best leverage and how to gain organizational buy in will be shared.

Full Description

Fortunately, when Steven Amaya, VP of Finance at TaskUS, found himself in exactly that situation, he was ready. Having implemented FloQast close management software in 2015, TaskUS had already reduced their close from 45 to 10 days. Confident that all the business’s financials were in order, Steve and his team breezed through a rigorous due diligence process in just four months, the fastest deal in Blackstone history.

In this session, VP of Finance Steven Amaya will share his tips and tricks based on his real-world experience for a speedy due diligence process that included a quality of earnings study and tax fact book. With the right process, documentation, and team in place, you too can help make deals happen in record time.

Full Description

Look beyond the hype and discuss how advances in technology will impact how FloQast evolves as a close management solution - both in organizing the work of the close, and leveraging technology to help get the work done. What technologies - such as artificial intelligence - will FloQast most likely leverage to improve the product? How will that change what FloQast offers? What accounting tasks are likely to be automated? Most importantly, what impact will all these changes have on the accounting process, and how will they change the role of the accountant as humans do less data assembly and more data analysis? Take a peek into the future of FloQast and how accountants will use it.

Full Description

These days, an audit is something you really can’t avoid — but who says it needs to be a pain in the asset? In this session, ex-auditors at FloQast will walk you through the best ways to engage with auditors using FloQast and how you can design a scalable process that minimizes compliance risk that might even lower your audit fees.

You’ll learn how to:

• Position FloQast to external auditors as a way to significantly reduce audit risk
• Utilize FloQast auditor licenses for a more efficient and transparent audit engagement
• Align common bottlenecks in the PBC process to efficiency gains that come with using FloQast
• Maximize the use of existing FloQast functionality to optimize your internal control environment

Full Description

FloQast was designed to improve the month-end close process, but over the years, many teams have started to use it beyond the close and even beyond the accounting department. Increasingly, teams are using FloQast as a way to improve collaboration with other departments and as a management tool to facilitate a culture of continuous improvement (and thus a faster, more accurate close).

In this session, you’ll learn:

• How to use FloQast analytics and reports to enable a culture of continual improvement, as well as host better project kick-off and debrief meetings
• Best practices for inviting and engaging outside users such as finance, payroll, and auditors to leverage the power of FloQast for increased collaboration and visibility across teams into the status of the close
• Tips for successfully onboarding new employees and helping them understand their assigned processes, policies, and procedures
• Ways to use FloQast to successfully scale accounting operations across multiple regions, and even globally

Full Description

Join us in honoring some of the most innovative professionals in the world with our first annual Month-End Masters awards. Month-End Masters are accounting and finance leaders who are making a material difference not just for their teams but also more broadly in their organizations. These individuals embody the concept of a controller as a strategic leader, not just a number cruncher (though they need not be controllers, and also likely still have the skill to rock an Excel spreadsheet).