CLOSE Strong™ JouRNEYS

Everything you need to be CloseStrong™

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

Schedule a Call
Schedule a Call

What do you get out of it?

Icon of a strategy or plan with a white chalkboard, showing a path with an arrow, circles, and Xs, on a brown background.

Program Strategy

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

Icon of a hand under two interconnected gears inside a rounded square with a brown background.

Program Support

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

An icon representing a pen tool used for vector graphic design, with control points and curves.

Program Curriculum

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

Brown square icon with a white award ribbon that has a checkmark in the center.

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

Schedule a Call
Schedule a Call

CloseStrong™ Journeys

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

Inspirational quote with dark teal background that says, 'Become close strong' in large white, brown, and beige text.

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

Motivational quote graphic with dark teal background, text that says 'Stay Close Strong' with the word 'close' in large white font and 'strong' in cursive brown font, and the word 'stay' in smaller brown font above.

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

Inspirational quote saying 'Be Close Strong' with a dark teal background and multicolored dots above the text.

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!

Schedule a Call
Schedule a Call

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 Now
Book Now

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.

Coming Soon
Coming Soon
Icon of a checklist with a pencil.

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.