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Discover Karbon

Webinar

Own month-end: Move to a day 1 close

Transform your firm’s close process and start delivering proactive, high-value client insights.

Register for the webinar

If you cannot attend at this time, register to receive the recording.

Mon, March 23 - 8:00pm UTC

About this webinar

Closing month-end on day 1 is about more than speed. It’s about what it unlocks. When your numbers are ready on Day 1, you can show up for your clients with valuable insights when they actually need them, not two weeks after the fact.

But how do you actually do that?

This panel will share practical strategies to move to a day 1 close, without sacrificing accuracy or burning out your team.

What you'll learn:

  • How to create a culture shift in your firm around month-end

  • How to cut unnecessary steps and streamline your process

  • How close automation tools can help

  • How to turn day 1 numbers into proactive, high-value client conversations

If you can't join live, register to receive the recording.

Meet the Speakers

Brendan Roberts
Founder, Aider

Brendan Roberts is the founder of Aider, an AI-powered advisory platform for accountants. A global entrepreneur based in Auckland, he has spent over 15 years in the accounting tech space with Aider and also his previous startup. Brendan also spent over 10 years working in telcos in the UK, NZ and South Africa. Brendan champions proactive, data-driven accounting and helps firms scale smarter with AI, automation, and client-centric insights.

Twyla Verhelst, CPA
VP of Industry Relations & Community, Karbon

Twyla is a CPA with a passion for transforming the accounting profession. She co-founded an advisory-led accounting firm and a technology startup, emphasizing innovation and community engagement. She has built accountant channels and accounting partnerships at leading fintech companies, driving initiatives that empower accountants to embrace technology and AI to modernize their practices.

Bryon Patrick, CPA, CITP
Senior Product Manager, Karbon

A former practicing CPA turned technology advocate, Byron's passion lies at the intersection of accounting and tech. Recognized as an industry leader, his journey includes serving on the Maryland Association of CPAs Board as Chairman and participating on the AICPA's PCPS Executive Committee.

Tyler Caskey
Partner, TheBeanCounters

Tyler helps businesses take the risk and complexity out of changing their systems and processes. His goal is to reduce the time cost for finance, HR, payroll, and IT professionals to deliver outstanding service to their team members. This is achieved by hunting down and automating manual processes, installing better systems, and redesigning how information is gathered.