5 Steps to Streamline Your Financial Close

Jaysen Dyal, a Product Marketing Manager with FloQast, hosts Aric Jonstone, an Accounting Advisory Director with CrossCountry Consulting, and Marissa Johnson, an Audit Managing Director with KPMG, as they break down the key factors in preparing for a successful audit.

In this episode, Katie and Chad dive into the three types of content accountants should create to drive sales. They cover the importance of understanding the brand maturity continuum, overcoming misconceptions, leveraging social proof, and making offers. This episode provides practical strategies for accountants to build trust, demonstrate expertise, and ultimately increase revenue through strategic content creation.

Pope, author of Fool Me Once, Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry, a riveting look at the perpetrators, victims, and whistle-blowers behind financial crimes, will talk about the revelations of her book, key lessons, and takeaways, and how she was able to become closer with so many white-collar felons than anyone ever has before. She shows fraud in action, uncovering what makes perpetrators tick, victims so gullible, and whistle-blowers morally righteous. Pope will inspire you to question your preconceived notions about fraud and challenge your beliefs about yourself and others.

This course offers a concise, practical guide to adopting ASC 842, the new lease accounting standard. It covers key differences from ASC 840, focusing on the capitalization of operating leases as assets and liabilities. Participants will learn Day 1 accounting, lease classification, and practical expedients to streamline the adoption process for private companies.

For over two decades, the Sarbanes-Oxley (SOX) Act has safeguarded investors through stringent financial reporting standards for public companies. But for pre-IPO companies, it can be daunting. From defining and testing internal controls to navigating ever-changing regulations, the journey requires preparation. A shortage in accountant staffing, rising cybersecurity threats, and mounting financial scrutiny leave finance teams overstretched and under-resourced. Amidst knowledge gaps and technology inefficiencies, the burden of SOX compliance can feel even more overwhelming. In this guide, we walk you through every step—ensuring confidence, efficiency, and value in your compliance efforts.

Today’s Accounting and Compliance teams are navigating more complexity than ever, from tighter budgets and talent shortages to increasing demands across regulatory frameworks. Disconnected systems and manual processes only add to the challenge, slowing teams down and leading to critical delays. Join this session to explore how the FloQast + DFIN technology stack empowers your team to streamline the entire close-to-reporting lifecycle. From faster, more accurate closes to audit-ready compliance and simplified SEC reporting, this complementary solution eliminates handoffs, reduces risk, and boosts efficiency, without disrupting how your team works today.

Adam Zoucha, Managing Director for FloQast EMEA, hosts Ciao Mourao, a Senior Solution Consultant at NetSuite, as they discuss how FloQast and NetSuite can help companies accelerate their monthly close process by unlocking time for strategy and analysis.

Step into the future of accounting innovation with FloQast’s AI Agents. Designed by accountants for accountants, these AI-powered tools automate time-consuming tasks like data normalization, reconciliations, and journal entries, freeing you and your team to prioritize strategic, high-value activities. This session features live demos that bring AI Agents to life, plus a customer spotlight highlighting real-world success stories and future initiatives for using AI to drive innovation and growth. Discover how these cutting-edge technologies boost accuracy, streamline workflows, and help accounting professionals unlock their true potential. Don’t miss this opportunity to see how FloQast is revolutionizing the accounting landscape.

This course delves into FloQast's innovative AI Agents, focusing on Journal Entry AI Agents: a cutting-edge automation capability designed to transform your accounting workflows. You will learn how these AI Agents automate the entire manual journal entry process, from ingesting data from third-party sources via FloHub, to preparing entries within Transform, and finally posting them seamlessly to FloQast's Journal Entry Management. Discover how Journal Entry AI Agents empower your team by turning preparers into reviewers, driving unparalleled efficiency, accuracy, and strategic insight in your close process.

AI is no longer a buzzword, it’s a game-changer for accountants. AI is transforming accounting — but for many teams, the real question is: Where do you start, and how do you scale? Most teams are experimenting with AI, but few know how to turn that experimentation into intentional, scalable workflows. In this recorded webinar, you’ll get a practical, step-by-step roadmap that teaches you how to pinpoint high-effort tasks, assess readiness, and roll out AI in ways that deliver measurable results.

The FloQast AI Matching program is designed to empower you to onboard, engage, and expand your knowledge of FloQas AI Matching.

This course equips accountants with foundational skills to effectively use AI tools for typical accounting tasks, emphasizing the differences between AI prompting and search engine querying, crafting effective prompts, and adhering to prompting best practices.

In this episode of Blood, Sweat, & Balance Sheets, FloQast Co-Founders Mike Whitmire, Chris Sluty, and Cullen Zandstra, explore how AI is reshaping financial practices, enhancing accuracy, and empowering accountants to oversee AI systems effectively. Dive into discussions on AI's role in fraud detection, the evolution of accounting careers, and the shift towards strategic business analysis.

This session demonstrates how finance teams can reinvent their analysis and reporting into modern systems for monitoring, explaining, and understanding their financial story. Discover how purpose-built workflows integrate tactical analysis resolution with strategic reporting insights, seamlessly connecting to intercompany reconciliation and consolidation processes to transform finance teams from reactive processors into proactive strategic advisors.

This course provides accounting professionals with essential insights into leveraging modern tools and practices to optimize the month-end financial close process. Explore the challenges of traditional methods, the benefits of automation, and how cloud-based systems transform financial operations. Participants will gain the knowledge and skills necessary to streamline workflows, reduce errors, and support strategic decision-making with accurate, timely data.

Jaysen Dyal, Product Marketing Manager at FloQast, hosts this webinar on Analytical Procedures for Accounting Teams and Becoming Strategic by Telling the Story Behind the Numbers.

Tune into the FloQast ASC 842 Webinar that was held in December 2022 to learn about the new Accounting Standard and different transition methods.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Allie Portis, Consulting Alliances Associate at FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, speaking about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Angelica Tan, a seasonal public accountant known to her friends as The Singing Accountant.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Fatima Batool, former Big 4 auditor and Accounting Technology Consultant at FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Jay Zheng, former auditor and Accounting Technology Consultant at FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, who speaking about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Jaysen Dyal, CPA and Product Marketing Manager at FloQast.

This one hour podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, speaking about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Lea Atienza, former Big 4 auditor and founder, creator, and podcast host of The Cool CPA.

This one hour long podcast style interview offers a fresh perspective on public accounting life, by sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Mike Whitmire, CEO and Co-Founder of FloQast.

This one hour long podcast style interview offers a fresh perspective on public accounting life, sharing real stories from current or former auditors, who speak about their experiences in the audit profession. This series of sit down conversations allows the viewer to gain insights from individuals recalling their coolest/best client experience, their biggest audit fail/disaster, their favorite/funniest story, followed by an analysis and discussion surrounding how audit has helped them in their career. This is done in an educational, yet fun and entertaining way! This Episode features Nicole McDonald, former auditor and Accounting Technology Consultant at FloQast.

The FloQast AutoRec Amortization program is designed to empower you to onboard, engage, and expand your knowledge of FloQas AutoRec Amortization.

The FloQast AutoRec Depreciation program is designed to empower you to onboard, engage, and expand your knowledge of FloQas AutoRec Depreciation.

Jaysen Dyal, Product Marketing Manager at FloQast, hosts Kelly Vargas, VP Controller from The Joint Corp, Xavier Sanchez, Managing Director from CFGI, and Dan Carr, Senior Sales Engineer from FloQast, in this webinar on Best Practices for Achieving Connected Compliance.

Reconciliations are a necessary evil, with many accountants emphasizing evil. If you have a large number of accounts, the reconciliation process can add days to the Close, but it’s a crucial step to check the accuracy of the general ledger balance and verify that the books are correct. Fortunately, there are ways to make monthly reconciliations faster and more efficient. Let’s look at some best practices that can cut time and stress out of your Close while making your reconciliation more accurate.

Jaysen Dyal, Product Marketing Manager at FloQast, hosts Ben Chessing, Accounting Manager from GumGum, DJ Wilkin, Controller from Climate Pledge Arena, and Kevin Bennett, Senior Sales Engineer from FloQast, in this webinar on Best Practices for Managing and Automating Reconciliations.

An advanced overview of Sarbanes-Oxley (SOX) compliance with a focus on future-forward strategies that help organizations transition from reactive compliance activities to proactive value creation. Designed for SOX leaders, audit professionals, and financial executives, the course explores how to evolve internal controls, leverage automation, and align risk management with business goals to ensure continuous improvement and resilience in a rapidly changing regulatory environment.

The role of the modern accountant is evolving fast. Today’s professionals are no longer just record-keepers—they’re strategic partners who shape business outcomes, influence technology decisions, and drive transformation across the organization. In this session, we’ll explore how accountants can showcase their value beyond the ledger and position themselves as indispensable leaders in the finance function. We’ll also examine how forward-thinking accounting professionals are shaping their organizations’ tech stacks and expanding their influence through data, automation, and cross-functional collaboration.