Workflow Live: Master Your Month End Close w/ Dave Kersting

About the Webinar

Join Dave Kersting, founder of Capavario, for a hands-on session in the Workflow Live series focused on transforming your month-end close from a stressful scramble into a smooth, repeatable process.

Dave shares how the best firms move beyond ad-hoc daily tasks and build month-end close around collaboration, clarity, and visibility—so nothing falls through the cracks across your team and clients. You’ll see how detailed checklists, account reconciliation, and the right automation tools come together to make your close faster and more reliable.