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The annual close is the one moment your company's whole year is written down and signed, and it is usually assembled in a rush. This course walks the months before it, and what you are looking at when the accounts land for signature.
Eight lessons. The annual close, prepared across the months that lead up to it.
Year end has a shape everyone knows and nobody plans for. Requests arrive in a batch, many of them ask for something from earlier in the year, and the founder spends a week reconstructing decisions from bank statements and memory.
This course moves the work earlier. What the annual close actually is, the documents that go missing every year and where to keep them instead, how stock and equipment get counted, the questions your accountant will send, and what you are signing when the accounts come back.
Founders facing their first annual close: with an accountant they have never met in person.
Operations and finance leads: who assemble the answers and want fewer of them to be archaeology.
Companies that took on a loan or an investor this year: with a bank or a board that reads the accounts.
The course follows a generic company year. Your own dates come from your accountant.
This course is part of the academy's invite-only offering.
Access to this course is managed by the academy owner. Reach out to them if you would like to join.