Thanksgiving Cheers!

It’s that time of year again—full of wrapping up the old and planning for the new! For those of us on a calendar-year basis, the weeks ahead are packed with tasks like rolling standard costs, updating pricing, budgeting, and preparing for year-end close. It’s busy, no doubt, but with the right tools (hello, SyteLine!) and strategies, it doesn’t have to be overwhelming.

As we gear up for the holidays, I want to take a moment to say how thankful I am for you—my readers, clients, and supporters. Your curiosity, feedback, and engagement fuel my passion for simplifying finance processes and unlocking SyteLine’s potential. I hope you have a wonderful Thanksgiving filled with joy, gratitude, and plenty of pie! 🥧

Now, let’s talk about what’s coming up in Inside the Glass Box for the next five weeks. Each newsletter will focus on a key year-end topic to help you navigate this busy season:

1. Budgeting for Next Year: Strategies to record your budgets within the system and generate reports to compare performance against your financial goals.
2. Rolling Standard Costs: How to set and establish costs for the new year with confidence.
3. Pricing Updates in SyteLine: Tips to simplify and customize pricing for 2025, including customer-specific and market segment pricing.
4. Physical Inventory & Cycle Counts: Best practices for managing counts and reducing the need for full physical inventory.
5. Year-End Close: A guide to closing the books efficiently, with a focus on the General Ledger and Fixed Assets.
   
   

These topics are designed to help you round out 2024 and hit the ground running in 2025. Whether you’re tackling rolling costs or trying to streamline your inventory process, you’ll find practical tips and best practices you can put into action right away.

I’m here to help! If you have specific questions about any of these topics or SyteLine features, don’t hesitate to reach out. Let’s make this year-end the smoothest yet!

Wishing you and yours a very happy Thanksgiving!

Cheers,
Stacey