Accounting Workshop

This workshop is designed for Growth Clients and Corporate Clients who are SAS and live on Aspire but still struggling with EOM. Our focus will be on providing targeted support for clients facing specific EOM challenges. We will not be conducting a comprehensive, step-by-step walkthrough of the entire process.

Yes, there are plans for six Accounting Workshops scheduled throughout 2025, covering various aspects of EOM processes. Here's the full list:

• SAS - Invoiced Revenue   1.5 day workshop

- June 24 - 25, 2025

- October 7 - 8, 2025

• SAAS - Invoiced Revenue  2 day workshop

- July 22 - 23, 2025

- November 4 - 5, 2025

• SAAS - Earned Revenue   2 day workshop

- August 26 - 27, 2025

- December 9 - 10, 2025

The cost for the workshop is $1500 for clients that are SAS Invoiced Revenue.

During the Accounting Workshop, we will focus on several key areas to help your team effectively manage their financial processes and ensure accuracy. We'll roll up our sleeves and work together to get things balanced by reviewing purchase receipts, validating payments and deposits, and mastering the month-end close process, including journal entries. Additionally, we will review critical balance sheet accounts, paying close attention to making sure accounts balance. Our goal is to equip your team with the knowledge and skills to confidently navigate these essential accounting tasks.

Yes. To maximize the benefit of the workshop, it's essential that work tickets are cleaned up beforehand. Furthermore, the individual attending should have completed both EOM Training Parts 1 and 2, as well as the EOM Checklist, and have successfully closed at least one month. This preparation ensures attendees have a foundational understanding and allows the workshop to focus on more advanced concepts and practical application.

Laptops with Accounting Software and Aspire access are also required.

To facilitate a productive training environment, Aspire will provide essential equipment including a monitor, keyboard, and mouse for each participant's use. Additionally, to ensure everyone remains energized and focused throughout the day, Aspire will also be providing both breakfast and lunch.

For cancellations made 30 or more days prior to the workshop, we are happy to reschedule you for the next available session. For cancellations made less than 30 days before the workshop, SAS clients will receive 1 Aspire Professional Services point. This policy acknowledges the value of your commitment while offering a tangible benefit for late cancellations.