The Closed-Loop Finance Function: Building a Self-Sufficient Finance Department for Your Clients
Location: Carriage House Inn
Date: October 21, 2026
Lunch: 11:30am
Presentation: 12:00pm
Topic Description: Most finance tech stacks are technically "connected," but still run on manual glue work: re-keyed journal entries, monthly reconciliations done by memory, and books that only get sorted out once a year. Laura Acs, founder of Collective Finance, will walk through what it actually takes to build a closed-loop finance function, one where transactions are coded correctly the month they happen, not reconstructed at tax time. For CPAs, this session translates directly into cleaner year-end files, fewer missed deductions, and more time for real advisory work instead of bookkeeping cleanup.
Laura Acs, CPB, PCP, CNAP, Owner, Collectie Finance
Bio
Laura is the founder of Collective Finance, a firm that partners with businesses needing a strong finance function, giving them the clarity and confidence to grow. With over 20 years of experience in bookkeeping, payroll, and financial operations, Laura has worked across organizations of many sizes. She has experience both managing teams directly and serving as the technical expert others turn to for complex payroll and finance questions, giving her both hands-on depth and big-picture perspective. She's a Certified Professional Bookkeeper and holds a Payroll Compliance Practitioner designation.
**NOTE**
Lunch starts at 11:30 am
Speaker starts at 12:00 noon
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