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Fix the Monthly Close Before It Breaks Your Team

$199.00
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What is the Fix the Monthly Close Before It course about?

Every month, the same cycle: spreadsheets break, team members chase down discrepancies, adjustments pile up at the 11th hour, and leadership questions the numbers. The process is fragile, time-intensive, and scales poorly. You're not missing talent or effort, you're missing a standardized, repeatable close workflow that reduces dependency on tribal knowledge and manual checks.

What situation is the Fix the Monthly Close Before It for?

Every month, the same cycle: spreadsheets break, team members chase down discrepancies, adjustments pile up at the 11th hour, and leadership questions the numbers. The process is fragile, time-intensive, and scales poorly. You're not missing talent or effort, you're missing a standardized, repeatable close workflow that reduces dependency on tribal knowledge and manual checks.

Who is the Fix the Monthly Close Before It course for?

CFO or senior finance leader at a high-growth tech company rebuilding financial operations to scale, facing recurring month-end delays and quality issues.

What do you take away from the Fix the Monthly Close Before It course?

Reduce month-end close time by at least 40% within 90 days Eliminate recurring spreadsheet errors in consolidation Standardize close checklists across accounting and FP&A Reduce after-hours work during close for your team Build stakeholder trust with earlier, cleaner reporting.

How does this map to your situation?

You're in the middle of a close right now and it’s messy You want to reduce reliance on key people You’re building or refining financial operations You need cleaner, faster reporting for leadership.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Fix the Monthly Close Before It cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: Approximately 3-5 hours per week over 12 weeks, with immediate application to your current close cycle.

How does this compare to the alternatives?

Unlike generic finance courses or enterprise software demos, this course delivers actionable, step-by-step guidance tailored to the operational reality of high-growth tech finance teams, no theory, just what works.

Closely related courses: Fix the Monthly Close Before Stakeholders Ask, Fix the Monthly Close Before It Breaks, Fix the Valuation Backlog Before the Monthly Close, Fix the Monthly Bank Ops Close Before It Breaks.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Fix the Monthly Close Before It Breaks Your Team

A step-by-step system to streamline month-end financials without last-minute firefighting

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
The manual reconciliation process that eats 30+ hours every month and still delivers late

The situation this course is for

Every month, the same cycle: spreadsheets break, team members chase down discrepancies, adjustments pile up at the 11th hour, and leadership questions the numbers. The process is fragile, time-intensive, and scales poorly. You're not missing talent or effort, you're missing a standardized, repeatable close workflow that reduces dependency on tribal knowledge and manual checks.

Who this is for

CFO or senior finance leader at a high-growth tech company rebuilding financial operations to scale, facing recurring month-end delays and quality issues

Who this is not for

Those happy with their current close process or who outsource the entire function to a third party

What you walk away with

  • Reduce month-end close time by at least 40% within 90 days
  • Eliminate recurring spreadsheet errors in consolidation
  • Standardize close checklists across accounting and FP&A
  • Reduce after-hours work during close for your team
  • Build stakeholder trust with earlier, cleaner reporting

The 12 modules (with all 144 chapters)

Module 1. Map Your Current Close Workflow
Identify every task, owner, and handoff in your existing close process to pinpoint bottlenecks and redundancies.
12 chapters in this module
  1. List all close tasks
  2. Map task ownership
  3. Track handoff points
  4. Log time per task
  5. Identify repeat errors
  6. Flag dependency risks
  7. Capture tool stack
  8. Note approval chains
  9. Document escalation paths
  10. Record variance history
  11. Highlight manual steps
  12. Define success metrics
Module 2. Design the Target-State Close
Build a streamlined, scalable version of your close process that reduces cycle time and human error.
12 chapters in this module
  1. Set close day goal
  2. Define ideal timeline
  3. Group tasks by theme
  4. Automate data pulls
  5. Standardize naming
  6. Build validation rules
  7. Assign clear owners
  8. Set early check-ins
  9. Plan buffer zones
  10. Integrate systems
  11. Reduce approval layers
  12. Align with leadership
Module 3. Eliminate Spreadsheet Chaos
Replace fragile spreadsheets with controlled, reusable templates that prevent common input errors.
12 chapters in this module
  1. Audit all spreadsheets
  2. Freeze input zones
  3. Lock formulas
  4. Add error checks
  5. Use dropdowns
  6. Version control
  7. Centralize storage
  8. Name files consistently
  9. Add metadata tags
  10. Log changes
  11. Train team on use
  12. Schedule reviews
Module 4. Build a Close Calendar That Sticks
Create a living calendar with clear deadlines, reminders, and accountability triggers.
12 chapters in this module
  1. Set pre-close dates
  2. Add buffer days
  3. Link to payroll
  4. Sync with tax calendar
  5. Notify owners early
  6. Track completion
  7. Flag delays
  8. Escalate blockers
  9. Update in real time
  10. Share read-only view
  11. Integrate with tools
  12. Review monthly
Module 5. Standardize Reconciliation Templates
Deploy uniform reconciliation formats that reduce review time and improve audit readiness.
12 chapters in this module
  1. Define account types
  2. Build template per type
  3. Add auto-checks
  4. Include source links
  5. Set reviewer notes
  6. Log variance reasons
  7. Attach evidence
  8. Archive completed
  9. Train team
  10. Audit sample set
  11. Update quarterly
  12. Enforce usage
Module 6. Automate Data Collection
Reduce manual data entry by connecting systems directly to your close workflow.
12 chapters in this module
  1. List data sources
  2. Map export formats
  3. Schedule syncs
  4. Validate outputs
  5. Handle failures
  6. Log refresh times
  7. Secure access
  8. Monitor performance
  9. Document mappings
  10. Test monthly
  11. Add fallbacks
  12. Optimize queries
Module 7. Implement Daily Close Prep
Shift work forward with daily micro-tasks that prevent month-end overload.
12 chapters in this module
  1. Pick top 5 tasks
  2. Break into daily steps
  3. Assign owners
  4. Set daily reminders
  5. Track completion
  6. Review progress
  7. Adjust pacing
  8. Fix early errors
  9. Update dashboards
  10. Celebrate streaks
  11. Refine weekly
  12. Scale to team
Module 8. Run a Pre-Close Audit
Catch errors early with a structured review process before final consolidation.
12 chapters in this module
  1. Set audit date
  2. Pick accounts to review
  3. Assign auditors
  4. Use checklist
  5. Log findings
  6. Set fix deadlines
  7. Verify corrections
  8. Update documentation
  9. Report status
  10. Adjust process
  11. Train auditors
  12. Archive results
Module 9. Lead the Close Kickoff
Run an effective meeting that aligns the team, sets expectations, and prevents rework.
12 chapters in this module
  1. Set agenda
  2. Share timeline
  3. Review last close
  4. Highlight risks
  5. Assign tasks
  6. Confirm tools
  7. Answer questions
  8. Send summary
  9. Track action items
  10. Check in early
  11. Adjust plan
  12. Close meeting
Module 10. Manage Stakeholder Requests
Handle last-minute asks without derailing the core close process.
12 chapters in this module
  1. List common requests
  2. Set request window
  3. Build intake form
  4. Triage by impact
  5. Assign owners
  6. Estimate effort
  7. Communicate delays
  8. Deliver outputs
  9. Log for next cycle
  10. Push back politely
  11. Automate recurring
  12. Train stakeholders
Module 11. Conduct a Post-Close Review
Turn each close into a learning opportunity to improve the next one.
12 chapters in this module
  1. Schedule review
  2. Gather feedback
  3. Analyze delays
  4. List errors
  5. Spot trends
  6. Praise wins
  7. Set improvements
  8. Assign owners
  9. Track changes
  10. Update playbook
  11. Share summary
  12. Close loop
Module 12. Scale the Process Across Teams
Extend your streamlined close approach to subsidiaries, product lines, or new entities.
12 chapters in this module
  1. Assess new team
  2. Map differences
  3. Adapt templates
  4. Train leads
  5. Pilot process
  6. Support first close
  7. Review results
  8. Adjust framework
  9. Document rollout
  10. Monitor quality
  11. Expand scope
  12. Celebrate success

How this maps to your situation

  • You're in the middle of a close right now and it’s messy
  • You want to reduce reliance on key people
  • You’re building or refining financial operations
  • You need cleaner, faster reporting for leadership

Before vs. after

Before
Manual spreadsheets, recurring errors, last-minute scrambles, team burnout, and delayed reporting.
After
A predictable, standardized close process that finishes faster, with fewer errors and less stress.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3-5 hours per week over 12 weeks, with immediate application to your current close cycle.

If nothing changes
Without a structured approach, each close will continue to consume disproportionate time and energy, limiting your ability to focus on strategic priorities and increasing the risk of material error.

How this compares to the alternatives

Unlike generic finance courses or enterprise software demos, this course delivers actionable, step-by-step guidance tailored to the operational reality of high-growth tech finance teams, no theory, just what works.

Frequently asked

Is this course relevant if I use NetSuite / QuickBooks / Xero?
Yes. The principles apply regardless of your core accounting platform. Templates are tool-agnostic and adaptable.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I share this with my team?
Each purchase grants access to one learner. Team licenses are available upon request.
$199 one-time. Approximately 3-5 hours per week over 12 weeks, with immediate application to your current close cycle..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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