Closing your books helps to give you a clear view of your organization’s finance situation, prepares you for future planning and helps prevent future accounting mistakes. Therefore, it is critical to close your books in a timely basis.

 Join Marcum Technology as we review how you can leverage a modern cloud – based financial ERP, such as Sage Intacct to shorten your closing process.


Buu-Linh Tran, VP of Financial Solutions, Marcum Technology
Mohammad Hourani – Manager, Marcum Technology


Program Description Tips to Close Your Books Faster with Financial Management Software
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:

  • How automation can help you save time and shorten time to close
  • The role AI-powered technology plays in ensuring your GL is accurate
  • Review tools to manage your closing process
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.