21 Jun

Successful Planning for Year-End Starts Now


Planning for year-end can be overwhelming, but ensuring it is done right is crucial to the success and growth of your organization. Taking the right steps to prepare now can alleviate stress and better align you for a successful year-end. In this webinar, we will discuss rules, limits and important information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals.

Learning Objectives:

  • Generalize the benefits of planning ahead.
  • Assemble important topics in preparing for year-end.
  • Explore examples of successful year end planning.
  • Identify possible next steps.

Angie Ziegler, CPP, Principal | Eide Bailly
Angie has 20+ years of accounting experience for large and small businesses in a variety of industries. She provides accounting services to all types of business owners. Whether it’s detailed technical accounting work or payroll demands, she and her team serve as the outsourced accounting department. They provide payroll processing and compliance reporting services, prepare and file payroll tax returns in almost all 50 states, and provide guidance for businesses on day-to-day payroll activities, federal and state notices, garnishments and tax updates. Angie also frequently presents on employment-related accounting topics.

Jillian Robison, CPA, National BOS Sr Manager | Eide Bailly
Jillian has been with the firm for over 15 years and has over 16 years of experience working with small businesses on their accounting and compliance reporting needs. She helps prepare staff to assist clients with their business issues. She works closely with the Business Outsourcing and Strategy group to assist with staff training, certifications and overall understanding of our clients and work. She also teams up with staff across the firm to train clients, so they can do more in their business.

Kate Stenzel, CPP, Outsourced Payroll Sr Manager | Eide Bailly
Kate has been with Eide Bailly since 2011 and has more than 10 years of payroll experience for a variety of business industries. As part of our Business Outsourcing team, she assists with accounting work at all levels, payroll processing and consulting. Kate prepares and files payroll tax returns in many different states, and files sales and use tax returns. She also provides consulting on federal and state notices, garnishments and keeps clients up to date on the ever-changing payroll laws.

CPE Information
CPE Credit: 1
Field of Study: Accounting
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: 
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies, please contact Amy DeGeorge.