Racquel McIntosh CPA PA

A smooth audit starts with a thorough year-end close. 💼

Today we are dropping the final installment of our year-end preparation series: Tips #4 & #5, alongside a vital Year-End Reminder for government staff.

Make sure to swipe through to find out why cleaning up documentation and deeply reviewing the books, instead of just hitting ‘close’, will save your team weeks of headache later.

If you missed last Friday’s breakdown of Tips #2 & #3, head over to our profile to catch up! 📲

Growth begins where comfort ends. Step into challenges before you feel completely ready, learn as you go, and trust yourself to rise to the occasion.
#ᴍᴏɴᴅᴀʏᴍᴏᴛɪᴠᴀᴛɪᴏɴ

📊 Audit Season Prep Continues! 📊

Tips #2 and #3 are here to keep your September year-end close on track:

✅ Tip #2: Make sure revenues and expenditures land in the correct fiscal year. Watch those late invoices, outstanding POs, accrued payroll, grants, property taxes, and prepaids.

✅ Tip #3: Reconcile, reconcile, reconcile! Bank accounts, investments, receivables, payables, payroll liabilities, interfund balances, grants, debt, and capital assets should all tie out to the general ledger before you close.

Getting these right now saves major headaches during fieldwork. 💪

👀 Stay tuned! More year-end tips dropping next week!

Losing does not mean you have failed. Sometimes, it means you have been given another opportunity to learn, grow, and become stronger.

Do not let failure define you. Learn from it, rise from it, and keep moving forward.

Sometimes, losing is simply preparation for your greatest win.

#ᴍᴏɴᴅᴀʏᴍᴏᴛɪᴠᴀᴛɪᴏɴ

It’s almost AUDIT TIME! 📋✨

If you’re a September year end government, now is the time to start getting prepared for year-end. Proper planning, organization, and attention to deadlines can make the year-end process much smoother.

Today’s tip: Know your year-end deadlines and start working through outstanding items early. Don’t wait until the final week!

📌 Stay tuned for more year-end tips and reminders to help you prepare for a successful audit season.

True success is not defined by a number in your bank account. It is measured by the value you create, the trust you build, and the lives you positively influence.

Build a business that is profitable, but also purposeful. Because your greatest legacy may not be what you accumulated, but the impact you made.
#ᴍᴏɴᴅᴀʏᴍᴏᴛɪᴠᴀᴛɪᴏɴ

Congratulations to Matthew Trine on his promotion to City Manager for the City of Rockledge! 🎉👏🏽

This is a tremendous accomplishment and a well-deserved recognition of your leadership, dedication, and commitment to serving your community. Wishing you continued success as you step into this exciting new role and take on this next chapter of leadership.

Here’s to bigger opportunities, greater impact, and continued success! 🥂✨

Are you a great leader?

Great leadership is not about being the smartest person in the room. It is about recognizing potential in others, creating opportunities for growth, and inspiring people to believe they are capable of more.

The best leaders do not just build successful teams. They help build better people.

Lead with purpose. Inspire growth. Leave people better than you found them.
#ᴍᴏɴᴅᴀʏᴍᴏᴛɪᴠᴀᴛɪᴏɴ