Friday 27th June, 2025

12pm - 1pm AEST

3 x CPD points

Webinar + the VIP Toolkit ($1,350+ Value)

Before you can close the books on 2025, it’s essential to ensure your data is clean, accurate, and ready for reporting. In this focused webinar, we’ll walk you through a step-by-step process for reviewing your financial data, identifying inconsistencies, and correcting errors before they become compliance headaches.

Whether you’re preparing for payroll finalisation, BAS, or financial statements, this session will help you set a solid foundation for a smooth year-end close.

What you’ll learn: 

 • How to run data checks and spot common issues early

 • Key reports and reconciliations to review before year-end

 • Tips for maintaining accuracy across payroll, accounts, and compliance

 • Tools and workflows to make the process faster and easier

Ideal for bookkeepers, accountants, and payroll professionals who want to finish the year with confidence and accuracy.

🔧 What’s Inside the VIP Toolkit ($1,350+ Value)

🧠 1. Smart Workflow Walkthrough: Dext Precision in Action (Value: $250)

Learn how to set up and use Dext Precision for:

• Auto-checking  transactions

• Identifying data anomalies 

• Tracking client file health across your practice

📹 Includes a guided video +  PDF
✅ Use Dext to do initial review for you.

🤖 2. How to Use ChatGPT to Review Files  (Value: $250)

Turn ChatGPT into your EOFY co-pilot with this practical training:

• Checking Data quality

• Prompts to summarise messy general ledger transactions

• How to get help reviewing journal entries, loan accounts, or report notes

📋 3. EOFY Accuracy Master Checklist Pack (Value: $300)

Includes:

• End-of-Year Financial Report Review Checklist (for staff)

• GST + Payroll Finalisation Checklist

• Common Coding Errors Cheat Sheet

💡 Editable in Excel

💬 4. Bonus Templates: Client Communication Made Easy (Value: $150)

• Client Chaser Email Templates: polite, professional, effective

• “Data Quality Report” Template - show clients the value of your review

• Common queries pre-written so juniors don’t need to wordsmith

📂 Copy-paste friendly, ready to go

** This webinar will be recorded - all those that book will receive a copy of the recording after the event.

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.