UST WEBINAR SERIES
W224: Monthly Cadence: Your Key to a Seamless Fiscal Year End
Tuesday, December 14, 2021
1:00 p.m. - 2:30 p.m. EASTERN TIME

Do you need a refresher on how to prepare your nonprofit / association for year-end?  It may surprise you to know that the key to a seamless accounting year-end close is monthly cadence.  But what are all the pieces required to organize your accounting?  Join The McKelvey Group’s webinar as we review our methodology for closing the fiscal year for nonprofits.  We will cover items in our Year-End Close Checklist and share our best practices for ensuring a smooth tax filing for your nonprofit / association.

 

Learning Objectives
  • Learn all the items necessary to successfully close the fiscal year
  • Gain helpful suggestions on how to prepare a budget for the following year
  • Know what to provide the tax preparer for the 990 tax filing
  • Understand the importance of contribution receipts and system backups
SPEAKER BIOS
Gerardo Martinez
Accounting Consultant, The McKelvey Group, Inc.
Financial & Accounting Management Gerardo Martinez is an Accounting Consultant at The McKelvey Group, Inc. maintaining accounting operations for clients in the Government contracting, commercial, and non-profit sectors. As an Accountant for TMG clients, Gerardo manages accounts through effective internal controls. He prepares business performance reports, forecasts, and reconciliations. For Government contractors, he handles labor distributions and indirect cost calculations. Gerardo has experience with invoicing, accounts receivable, accounts payable, payroll, and month-end close transactions. Gerardo also assists in the review of accounting systems to ensure clients are DCAA compliant. Gerardo’s technical computer skills, a keen eye for details, and accuracy, make him a vital asset for TMG’s clients and team. Gerardo is a Registered Tax Preparer with the Maryland Board of Individual Tax Preparers. He earned a B.S. in Accounting from Towson University, is a certified QuickBooks Desktop Advisor, and is a native Spanish speaker.
Traci Vagnucci
Controller, The McKelvey Group
Financial & Accounting Management Traci Vagnucci is the Controller for The McKelvey Group (TMG). Traci manages all finance and accounting operations, coordinates, and directs the preparation of budgets and financial forecasts, and prepares and publishes timely monthly financial statements. She works with third-party vendors to coordinate the preparation and submission of payrolls. Traci undertakes all aspects of financial management, including TMG’s corporate accounting, and works directly with clients in government contracting and various commercial and nonprofit organizations. She has supported clients in implementing DCAA compliant policies and procedures and preparing the Cost Accounting Standards Board Disclosure Statement (CASB DS-1). Traci assists in the training and management of the TMG administrative staff and the accounting team. Traci is well-versed in small business management. She is highly organized and motivated and applies an efficient, systematic approach to accomplishing tasks. Traci grew up in Hawaii, received a Bachelor of Science degree in Biochemistry from the University of California at Los Angeles and a dental degree from Northwestern University. She is Intuit QuickBooks Certified.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Finance - Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed No prerequisite knowledge is required to be successful in this course. No advance preparation is required. Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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