Stronger People. Better Ways of Working.
Real improvement happens when you strengthen the people and the work at the same time.
With 30+ years inside the accounting profession, Shana brings practical expertise, coaching, and hands-on support together to help turn challenges into meaningful, lasting change.
The problem you see isn't always the problem you need to solve.
A late close. Inconsistent work. An accountant who's struggling. A process nobody follows. A team that isn't performing at the level you know it could.
Those are often symptoms of something deeper.
Maybe expectations aren't clear. Maybe people haven't received the right training. Maybe responsibilities aren't well defined. Or maybe the way the work gets done simply hasn't kept pace with the business.
That's why Shana doesn't start with a predetermined solution. She starts by understanding what's really happening.
And she looks at both sides:
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The People
Skills, confidence, accountability, communication, leadership, development, support, and the clarity people need to do their best work.
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The Work
Processes, workflows, technology, expectations, quality, efficiency, and consistency.
Because you can't improve the work without supporting the people doing it—and you can't develop people while leaving them inside systems that make good work harder.
A practical path to meaningful change.
Every engagement is personalized, but the process follows the same fundamental path.
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Assess
Understand What's Really Happening.
Identify what's working, what's getting in the way, and where the greatest opportunities exist.
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Prioritize
Focus on What Matters Most.
Determine which changes will make the greatest difference and create a practical roadmap forward.
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Develop & Improve
Strengthen the People and the Work.
Build skills, improve processes, clarify expectations, and create the habits and accountability needed to make things work better.
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Implement
Make the Change Stick.
Put the plan into practice with Shana alongside you providing guidance, coaching, feedback, and accountability.
Find the Right level of support.
Your starting point, goals, and challenges are unique. Shana's engagements combine assessment, strategy, coaching, training, and implementation support based on what you actually need.
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$6,750
A personalized three-month program to help you improve client delivery, strengthen your team and processes, and get yourself out of the middle of every client engagement.
If too much of your firm's work still depends on you, this program helps you identify why—and build a better way forward.
We'll look at your client close process, team, workflows, and systems to uncover what's creating delays, rework, capacity issues, or unnecessary dependence on you. Then, you'll get a personalized plan and hands-on coaching to help you put those improvements into practice.
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Client close program assessment and findings
Opportunities for process, people, and workflow improvement
Recommended KPIs
Personalized pilot roadmap
Live plan walkthrough + recording
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Personalized 1:1 coaching
Accountability check-ins
Templates and practical resources
Training as needed
Support between sessions for questions, documents, and implementation
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Higher-quality client work, less time spent reviewing and correcting it, a more capable team, smoother client delivery, and more of your time back for strategy, growth, and life outside the firm.
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$1,650
A personalized three-month coaching program to help you get clear on where you want your accounting career to go—and build a practical plan for getting there.
Whether you're working toward a promotion, considering a career change, trying to earn more, or simply wondering what else is possible, you don't have to figure out your next move alone.
We'll start by looking at where you are now, what matters to you, and where you want to go. Then, we'll identify the experience, skills, relationships, and resources that can help you move forward with greater clarity and confidence.
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Career exploration and baseline assessment
Personalized career path options
Skills and experience gap analysis
Career roadmap
Personalized learning and development plan
Live plan walkthrough + recording
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Personalized coaching and career strategy
Accountability check-ins
Resume, LinkedIn, networking, and job-search support as needed
Feedback on projects, ideas, and professional materials
Training, templates, and curated resources
Support between sessions when questions or opportunities come up
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A clearer direction, a stronger understanding of your value, and a personalized plan that helps you confidently take the next step in your career.
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$5,550
A personalized three-month program for leaders who want to create more relevant, effective learning experiences for accountants and accounting teams.
If you serve accountants through education, CPE, career development, or professional learning, knowing what to offer—and how to make it genuinely useful—can be challenging.
Shana brings 30+ years inside the accounting profession to help you assess what you're currently offering, identify what your audience actually needs, and build a practical learning strategy that supports both your accountants and your business.
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Learning program assessment and findings
Identification of gaps and opportunities
Recommendations for relevant learning and CPE
Personalized pilot roadmap
Live assessment walkthrough + recording
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Personalized 1:1 coaching and advisory support
Accountability check-ins
Training and program-development guidance
Templates and practical resources
Support with instructors, topics, and learning priorities as needed
Support between sessions for questions, materials, and implementation
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A stronger learning program with the right topics, instructors, and experiences to help accountants build valuable skills—while giving more people a reason to choose, use, and return to your platform.
Start with where you are.
You don't need to have the solution figured out before you reach out. Bring the challenge, the goal, or simply the feeling that something could be working better.