Sprint to the End: Preparing Finance and Accounting Projects for Year-End Success

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As the calendar year winds down, finance and accounting leaders often feel like runners in the final stretch of a marathon. Deadlines tighten, reporting requirements grow, and strategic projects demand completion before year-end close. For many organizations, this period is one of the most critical times to ensure compliance, accuracy, and readiness for the year ahead.

At BGSF, we see firsthand how the right planning and support during these final months can make the difference between a smooth finish and a stressful scramble. Here are key strategies to prepare your finance and accounting projects for year-end success.

Prepare Finance and Accounting Projects for Year-End Success

1. Review Progress on Critical Projects

Take inventory of the initiatives you set out to accomplish this year. Are ERP upgrades, reconciliations, or automation rollouts on track? If not, identify what can be realistically completed before year-end and what should roll over into Q1. Prioritizing now avoids last-minute chaos.

2. Get Ahead on Reconciliations

Leaving reconciliations until year-end can cause delays and errors. Instead, start reviewing accounts now. This proactive approach helps uncover discrepancies early and ensures your team is not overwhelmed during final reporting.

3. Prepare for Audits and Compliance

External audits, tax filings, and regulatory reporting don’t wait for you to catch up. Begin gathering documentation and validating processes in advance. Clear workflows and updated controls not only reduce risk but also instill confidence with stakeholders.

4. Reforecast and Budget for the Year Ahead

Year-end isn’t just about closing the books; it’s about setting up for next year’s success. Revisit forecasts, analyze variances, and use insights to shape a realistic budget. Strong financial planning now leads to more informed decision-making in January.

5. Leverage Technology to Speed Close

Whether it’s automating reconciliations, streamlining workflows, or using AI-driven analytics, technology can ease the burden of year-end. Evaluate if your current tools are delivering efficiencies. If not, create an implementation roadmap for the new year.

5. Optimize Your Workforce Capacity

The longest stretch without a holiday break can strain your internal teams, especially when deadlines pile up. Evaluate bandwidth and consider bringing in consultants or project specialists to handle overflow work. Temporary or contract staff can support reconciliations, reporting, or system go-lives, giving your core team space to focus on mission-critical tasks.

Crossing the Finish Line with Confidence

The year-end sprint doesn’t have to feel overwhelming. With the right preparation, prioritization, and support, finance and accounting leaders can not only close the year smoothly but also set a strong foundation for the year ahead.

At BGSF, we partner with organizations to provide expert consultants, skilled talent, and project support to help you meet deadlines, strengthen compliance, and achieve year-end success. Whether you need extra hands on reconciliations or guidance on budgeting and forecasting, our team is ready to help you cross the finish line. Contact us today.