1. Close map & ownership
Who owns each validation lane, and where the app is source of truth versus helper.
Flagship course
Monthly Close Audit Mastery
A six-module studio for teams who already own a financial auditing app for monthly close validation and need the human method around it.
Learning outcomes
- Build a period evidence pack reviewers can navigate without tribal knowledge.
- Separate app auto-clears from items that still need sampling.
- Run cut-off and intercompany checks with documented waive reasons.
- Hand a controller a validation summary suitable for audit committee language.
Informational pricing
Typically bundled as Close Atelier (NT$28,500) per seat. Controllership Lab wraps this syllabus with facilitation. No payment is taken on this website.
Modules
2. Evidence packs
Folder logic, naming, and link-backs so “cleared” always points to something.
3. Cut-off & revenue checkpoints
Shipping, billing, and deferred schedules under time pressure.
4. Intercompany & eliminations
Matching rules, timing differences, and when to reopen.
5. Exception governance
Severity, SLAs, and noise reduction without hiding risk.
6. Sign-off narrative
Write the period story controllers can defend.
Instructor
Dana Wu
Former internal audit manager for a regional electronics group, now lead instructor at Flexidatasys. Dana designs the workbook cases used in Neihu Dist. cohorts and still co-facilitates Controllership Lab RACI sessions.
FAQ
Do you teach a specific vendor’s app?
No. We stay vendor-neutral. Examples reference common close-validation patterns; you map them to your stack during clinics.
Is this suitable for first-year analysts?
Yes with Ledger Pulse first if journal entry basics are still new. Mastery assumes you have closed at least one full month.
What is a real limitation?
We do not replace your external auditor, nor certify IFRS/US GAAP. Sample datasets skew manufacturing and distribution; pure SaaS teams may need extra coaching on deferred revenue packs.
Course reviews
“The sign-off narrative module changed how we brief our CFO. Cut-off drills were harder than expected — which was the point.”
Short take from Taichung: “Exception governance slides stuck. Wish Module 4 had one more IC timing example.”