Building Audit Support Into the Close
Finance teams answer audit questions with whatever their close produces.
The structure of close schedules, the handling of late adjustments, and the way supporting detail stays connected determine how smoothly audits move and how many follow-up cycles follow.
In this live session, Jim Norton, CPA, is joined by a Vice President of Finance who manages close and audits inside a complex, operating organization. Both speakers bring experience from public accounting and private industry, including time spent owning the close, responding to auditors, and supporting assurance work across demanding environments.
Together, they walk through how experienced finance teams organize close outputs so audit questions receive clear, consistent answers. The session focuses on execution that holds under review, not process theory.
Throughout the session, examples using Velixo illustrate how Excel-based reporting can remain connected to ERP data while supporting real close and audit workflows across Acumatica, Sage Intacct, and Business Central.
What you’ll learn:
- How finance teams structure close schedules for audit review
- How teams keep supporting detail aligned as adjustments occur
- How traceability holds across entities, currencies, and reporting views
- Reporting patterns that reduce repeat audit questions across common mid-market ERPs
The examples reflect real close calendars and audit timelines.
Why this session is worth attending?
Jim brings perspective from public accounting, Controller and CFO roles, and years spent working inside Acumatica, Sage Intacct, and Business Central environments. He has seen where reporting structures break down and where they hold, from both the preparer and reviewer sides.
The Vice President of Finance adds a current operating view, grounded in active audit cycles and leadership accountability. His background includes assurance work and financial management roles, which informs how he approaches close discipline, documentation, and audit support.
The session reflects how finance teams operate when accuracy, timing, and explanation all matter at once.
What this session Is:
- A practical discussion on how finance teams structure close outputs to support audit review
- Focused on close schedules, supporting detail, and traceability
- Grounded in real operating environments across Acumatica, Sage Intacct, and Business Central
- Designed for teams who already know how to close and want fewer audit follow-ups
- Illustrated with targeted Velixo examples tied directly to close and audit workflows
What this session is not:
- An introduction to audit concepts or close fundamentals
- A generic product demo or feature walkthrough
- A sales presentation or product pitch
- A discussion about ERP selection or system replacement
- A session focused on audit standards or regulatory interpretation
Who should attend?
- Controllers, accounting managers, and finance leaders responsible for close and audits
- Finance teams using Acumatica, Sage Intacct, or Business Central
- Partners and advisors supporting ERP reporting and audit readiness
This session assumes fluency with close mechanics and focuses on strengthening execution.
Outcomes:
- Audit support that aligns with final close numbers
- Faster responses to audit follow-ups
- Clearer explanations for auditors and leadership
Event Details:
February 18, 2026 | 2:00 – 3:00 PM (ET), Online
