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A Little Magic for Your Month-End Close!

BOOKKEEPING BUDS TECH TALK PRESENTS

Less Chaos, More Magic:
Rethinking Month-End with FinOptimal

📅 Thursday, October 29, 2026

⏰ 2:00 PM Eastern

💻 Live Online Event

What if closing the books didn't have to feel like a monthly race against the clock? ⏰

Imagine fewer repetitive tasks, less month-end chaos, and more time to focus on the work you actually love!


Sounds a little magical, doesn't it? ✨


Join us for this month's Bookkeeping Buds Tech Talk, where we're welcoming Jonah Rice, CPA, VP of Partnerships at FinOptimal, to show us how automation, AI, and a continuous close approach are changing the way bookkeeping and accounting firms work.

And the best part? We're going beyond the buzzwords to explore how real firms are putting these tools to work!

🪄 Here's What You'll Discover

✨ The Magic of a Continuous Close

What exactly is a continuous close, and how can it help you deliver better results for your clients without the month-end scramble?

🤖 AI: Your New Behind-the-Scenes Assistant

Explore how AI is changing accounting workflows and helping firms work smarter, not harder.

💫 Real-Life Automation in Action

See how accounting firms, including FinOptimal's own CAS practice, are using technology to streamline their processes and reclaim valuable time.

✨ Meet Your Guest: Jonah Rice, CPA

VP of Partnerships | FinOptimal

Jonah brings a unique perspective to the conversation. Before joining FinOptimal, he worked at User Interviews and PwC and was actually a FinOptimal customer himself!

He's experienced firsthand how the right tools can transform a chaotic close into a faster, smoother process. Now he's helping other accounting professionals discover what's possible.

🧰 A Peek Inside FinOptimal's Toolbox

FinOptimal creates apps originally built for its own accounting practice to help firms continuously close the books in QuickBooks Online.

  • Accruer: Automates prepaid expenses, deferred revenue, and fixed asset depreciation.
  • Booker: Makes importing and editing QuickBooks transactions from spreadsheets easier.
  • Wrangler: Brings QuickBooks data into spreadsheets for streamlined financial reporting.
  • Closer & Reconciler: Introduce automated bank feeds, AI-powered close assistance, repeatable workflows, and practice management capabilities.

Whether you're an automation enthusiast or just beginning to explore what's possible, you'll walk away with ideas to make your bookkeeping business a little more efficient!

🎁 A Little Extra Magic for Our Buds!

FinOptimal has a few special treats for our community!

💖 15% Discount: Buds who sign up for FinOptimal can enjoy a special discount.

🎁 Surprise Swag: Share your mailing address privately with Jonah during or after the session, and FinOptimal will send you some really cool swag!

🌸 Ready to Make Month-End a Little More Magical?

Come with your questions, your curiosity, and maybe your favorite afternoon beverage. ☕

Because building a business you love isn't about doing everything yourself. It's about finding the right people, tools, and little bits of magic to help along the way!

✨ Join us Thursday, October 29, at 2 PM Eastern! ✨

Bookkeeping Buds — You don't have to figure it all out alone. 💕

💛 Save Your Seat

Join us on October 29, 2026 to learn the magic of the continuous close.

Take a moment to fill out the form below so we can save your spot.