GOT SYTELINE?
Your Finance Team Deserves a Finance Expert.Â
I specialize in all things finance in the SyteLine world.
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Discover quick, practical tips to streamline your financial processes and improve efficiency.
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INSIDE THE GLASSÂ BOX
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Client Success StoriesÂ
Honestly, I hated Syteline before Stacey, and now that I am better equipped to use the system appropriately, it is not too bad.
I cannot say enough about how Stacey turned things around for myself and my group of employees.
— Elizabeth Hobbs
Controller
The system ran much more smoothly, and we could trust the data was correct. The streamlined reporting Stacey created saved the finance team lots of time each month.
Stacey is very methodical in her approach and explains things very well.
— Rebecca Cole
Senior Director, Sales Services
Stacey has the respect of all members of our accounting staff.
They all feel that she took the time to understand their day-to-day functions, identified improvements, and helped to get each to a comfort level when using CSI.Â
— Peter Giese
Sr. Director-Controller
If this is your first visit here … Welcome!
I'm Stacey! With over 20 years of finance experience, including more than a decade as a SyteLine user and consultant, I bring a wealth of knowledge and a love of automation to help you streamline and optimize your financial processes. It's great to have you here.
The Close Checklist: An Excel Template
A good close checklist is more than just a to-do list ...Â
Ensure Accuracy and Compliance: A checklist helps ensure that all financial transactions are accurately recorded and that the team complies with accounting standards and regulations.
Improve Efficiency and Consistency: By streamlining the closing process and standardizing procedures, a checklist enhances efficiency and ensures consistent financial reporting.
Facilitate Communication and Audit Readiness: A checklist clarifies responsibilities and deadlines, improving communication within the team, and helps maintain organized records, making audits easier and less stressful.