Staff Accountant Goal Examples

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Close the year-end books on time

Finance teams take weeks each year to close the books and begin the new fiscal year. Speed up this process and save yourself serious time and headaches.

• Create a workback closing schedule and plan out the key activities ahead within the first week of Q4
• Collect 100% of outstanding invoices and receipts
• Review 100% of asset accounts and reconcile transactions against our books, credit card statements, and bank records
• Accrue accounts receivable
• Accrue accounts payable
• Income statement, balance sheet, and cash flow statement are up-to-date at the end of every month this year
• Achieve the above within three weeks of the closing date
• Identify and create a plan for 3+ processes we should automate next year

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Complete the month-end close on time

Closing the books is a necessary task that often takes undue amounts of time for finance teams. Create systems to complete it quickly and efficiently.

• Collect 100% of expense receipts within one week payment (mobile phone apps are a great tool for this)
• Reconcile 100% of payments by matching the transaction with your own books, credit card statements, and bank records
• Income statement, balance sheet, and cash flow statement are up-to-date at the end of every month this year
• Digitize 80%+ of our paper processes to minimize data entry
• Implement 1 smart pre-accounting software to prepare most of the above automatically by the end of the quarter