Workflow Live: How I Close the Books with Charidy Clubbe
(Webinar On-Demand)
Watch the Webinar
About the Webinar
Charidy screenshares her actual Financial Cents account and walks through her exact month-end close workflow, step by step.
You’ll walk away with:
- A real-world look at how a firm structures month-end close inside FC — templates, task sequencing, automations, and all
- Charidy’s before-and-after: how much time she saved and what changed
- Practical tips you can apply to your own close process right away
About the session
No slides, no scripted demo—just a real practitioner showing how she structures close tasks, assigns work across her team, tracks progress across clients, and uses automations to make sure nothing falls through the cracks.
Charidy will share an honest look at what month-end close used to look like (the spreadsheets, the scrambling, the missed deadlines) and how it works now. Symone and Lindsey from Financial Cents hosts and moderates live Q&A throughout. Bring your questions!
Whether you’re exploring Financial Cents or already using it and want to tighten up your month-end workflow, this one’s worth an hour.
Charidy Clubbe
CPB Founder & CEO, CDC Bookkeeping
About Charidy
Charidy Clubbe founded CDC Bookkeeping in Saskatchewan in 2000 and built it into a 24-person team. A Certified Professional Bookkeeper, she’s spent 25 years arguing that bookkeeping is a strategic profession, not data entry — and running her firm to prove it.
Ready to take the next step?