Ways Stacey Miller + Glass Box Consulting Can Help Your Business:
SyteLine S.O.S. Call
Get SyteLine expert help ASAP. Problem solve, fix issues, set up new features or look for optimization opportunities.
Reporting Tools
Say goodbye to SyteLine report frustrations. Explore our custom developed external Excel and Power BI tools.
SyteLine Consulting
Unlock the full potential of SyteLine and engage a finance first consultant to ensure you're optimizing for YOUR business.
Online Courses
Access on demand finance workshops and courses to help you and your finance team make the most of SyteLine.
Transform Your Finance Department
With Expert SyteLine Consulting
Unlock SyteLine's full potential to streamline operations, eliminate inefficiencies, and empower your team to work smarter.
Is your finance department bogged down by silos, endless manual adjustments, and inefficient processes? Are your team members too busy wrestling with data to see the bigger picture? It's time to break free from the chaos and unlock the full potential of SyteLine for your operations.
I specialize in transforming finance departments by providing personalized consulting services for SyteLine users. Together, we'll dive deep into your business processes, challenge the status quo, and implement strategies that streamline your operations. I don't just teach how to use SyteLine,
I show how to use it in the most beneficial way for your business.
From comprehensive training for your staff to developing custom analytical tools with Excel and Power BI, I'll empower your team to work smarter, not harder. Whether it's aligning subsidiary ledgers with the general ledger, enhancing reporting capabilities, or offering strategic insights on forecasting and budgeting, I'm here to optimize every facet of your finance function.
Don't let inefficiencies hold your business back any longer. If you're ready to revolutionize your finance department and truly harness the power of SyteLine, I'd love to work with you. I only take on a limited number of clients to ensure personalized attention and exceptional results.
Apply now to take the first step toward transforming your SyteLine finance operations.
Apply TodayCustom Developed
Reporting Tools + Dashboards
Harness the power of your data in more meaningful ways!
Crafting reports to extract necessary data from SyteLine can consume dozens to hundreds of man-hours monthly. Glass Box Consulting, having assisted numerous clients facing these challenges, has uniquely designed Excel and Power BI tools that seamlessly integrate with SyteLine. These tools enable you to access the data you need swiftly—in minutes or hours, not days or weeks.
Aging
Insights
Delivers aging reports for Accounts Receivable, Accounts Payable, and Voucher Payable, complete with interactive dashboards for easy analysis.
Ledger
Insights
Provides summarized general ledger data, including essential financial statements like Balance Sheets and Income Statements, offering a full picture of your financial health.
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Labor
Insights
This powerful report provides transaction-level details, breaking down rate, usage, and overhead variances, so you can easily pinpoint discrepancies.
SyteLine
Insights
Goes a step further, analyzing data across multiple modules to provide strategic recommendations for streamlining your SyteLine setup.
These will be available Q4, 2024
Transform your SyteLine experience with our comprehensive suite of Excel SQL-Connected reports: Aging Insights, Ledger Insights, Labor Insights, and SyteLine Insights. Each tool is meticulously designed to pull real-time data directly from SyteLine, offering targeted financial reporting, system optimization, and actionable insights.
Use them individually or as a full set to gain complete financial and operational clarity, optimize processes, and drive better business decisions. Unlock the full power of your SyteLine system with the Excel-Connected Insights Suite!
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Excel SQL-Connected Reports Coming Soon!
Be the first notified when these new tools are released. đź’Ż
Facing SyteLine Challenges? Get Expert Help Now!
SyteLine S.O.S. Call
If you don't have a SyteLine consultant on retainer but need help ASAP, an S.O.S. call gives you access to a SyteLine expert to review your setup or help you work through challenges.
Book your 1-hour SyteLine S.O.S. call, where our time together on Zoom or Teams, is tailored exactly to your needs.
Some ideas of what you can use this session for:
- Getting expert feedback on your SyteLine company set up and structure
- Implementing a new SyteLine feature
- Getting a second opinion from a finance focused SyteLine expert, to ensure your system is optimized
- Unexpected absences or staff turnover leaving your team with knowledge gaps
- Helping to identify ways to reduce or eliminate manual processes
- Brainstorming solutions to your pain points and identifying next steps.Â
The SyteLine S.O.S. Call is designed to help you navigate these hurdles quickly and efficiently. I'll provide tailored support to get your team up to speed, let the system work as it should, and keep your business moving forward without missing a beat.
You'll get a recording and transcript of the session, so you can fully focus and not worry about taking notes.
Book Your Call NowOnline SyteLine Courses
Written by a Senior Accounting Professional | Designed Specifically for the Finance Community
Are you ready to take your SyteLine experience to new heights?
With our comprehensive guides, you’ll not only gain access to detailed strategies for optimizing processes, but you’ll also receive personalized support every step of the way. Each guide comes with a combination of in-depth videos, screenshots, and step-by-step instructions, ensuring you fully understand and implement each feature effectively. Let’s unlock the full potential of SyteLine together and drive your business towards greater efficiency and success!
Focusing on Fixed Assets SyteLine Workshop
Managing fixed assets can be a challenge, but SyteLine makes it easier. Discover how to record, maintain, and depreciate your company’s assets efficiently, while ensuring compliance and accuracy. Whether you're transitioning from spreadsheets or standalone software, this guide will simplify your processes and provide the control you need. Let's put everything in one place. I promise, it's easy and will save you so much time in the future. Â
Sign up to dive deeper into the details with our comprehensive guide. This workshop was originally recorded live in June 2024 and includes access to a PDF workbook and accompanying Excel worksheet.
Vendor and Payment Automation in SyteLine
Transform your vendor management and payment processes with our exclusive guide to SyteLine automation. Discover how to organize vendors, automate payments, and streamline accounting tasks to save both time and money. Our guide offers insider tips, best practices, and actionable steps to help you master vendor categories, payment types, and compliance features within SyteLine.
By implementing these strategies, you’ll reduce manual work, minimize errors, and free up your team to focus on higher-value tasks. Don’t miss out on the opportunity to enhance your financial operations, cut costs, and boost efficiency.
INSIDE THE GLASSÂ BOX
A SyteLine Newsletter with a Finance Lens
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