CLOSE Strong™ JouRNEYS

Everything you need to be CloseStrong™

Choose a journey below or contact Shana to create your own.

What do you get out of it?

Program Strategy

Empower your team with access to quality close strategies, enabling them to nurture and fortify your financial close program.

Program Support

Maximize your team’s progress with close optimization by accessing expert feedback via coaching and online collaboration

Program Curriculum

Gain insightful close practices and build a more proficient team through purposeful financial close coursework.

Certification

Become more confident in your teams’ work and apply their mastery throughout your financial close program for continued growth.

Here’s how it works:

1

Outline Your Goals

You’ll consider your team’s current close practices and the program goals you’re striving towards

2

Schedule a Call

We’ll review your goals together, then you’ll complete a Strategy Guide to gather the information needed to design your journey

3

Start Your Journey

Your Close Strong journey will go live, complete with ongoing support and accountability

CloseStrong™ Journeys

Packaged services designed to guide and support accounting teams with financial close program development and promote sustainable growth without sacrificing quality.

Program Leads

Become Close Strong

For the accounting leader who needs help getting the outcomes they want out of their organization’s financial close activities 

    • Program Assessment & Roadmap

    • Program Lead Coaching & Online Support

    • Program Lead Certification

    • Program Lead Curriculum

SUBJECT MATTER EXPERTS

Stay Close Strong

For the accounting supervisor who has been tasked to guide continuous improvement in their team’s financial close process

    • Team Assessment & Roadmap

    • SME Coaching & Online Support

    • SME Certification

    • SME Curriculum

Reconcilers

Be Close Strong

For the accountant or advisor who wants to level up their financial close knowledge and be more competent and confident

    • Individual Assessment & Roadmap

    • Reconciler Coaching & Online Support

    • Reconciler Certification

    • Reconciler Curriculum

Ready to start your journey?

Everyone’s path can look different, so schedule a call with Shana to discuss the perfect plan to achieve your financial close goals. Together we’ll build your perfect program!

Not quite ready for a complete plan?

CloseStrong Online Course

Coming Soon

Want to improve your financial close abilities at your own pace? Get started with my online course designed to improve your confidence, refine your processes, and increase your overall proficiency! It’s packed full of relevant learning no matter your accounting technology!

Book a One-on-One Coaching Session with Shana

$400

Are you facing a specific close challenge and need expert advice quickly? Or, are you stuck on how to build out a specific area of your financial close program?  Book a 1-on-1 coaching call now.  I’ll give you solid advice that you can put into action immediately, guaranteed.

Close Self-Assessment

Get started on your CloseStrong™ journey.

  • You don’t know how much risk might be in your balance sheet and it’s uncomfortable.

  • You’ve tried all the things and nothing’s worked…yet.

  • You can’t afford to wait any longer to get reconciliations done right.