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navigate SyteLine®
with confidence and ease.

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I help finance teams navigate SyteLine® with confidence and ease.

Ready to transform your finance department?

We don’t need Google to tell us how much first impressions matter. That gut reaction you get? It sticks. And for those of us diving into a new ERP like SyteLine, aka CloudSuite Industrial or CSI, first impressions can turn quickly from excitement to, well … frustration. If you’re anything like I was, you know the feeling of digging through endless resources, only to realize the specifics just aren’t there—especially if you’re a finance professional.

I started noticing the same frustration among others too, no matter their role or experience level.

As a CPA and seasoned financial Controller who’s tackled several ERPs, I was pretty confident going into SyteLine. How different could it be, right? But instead of the seamless learning experience I expected, I found myself in a back-and-forth struggle to find specific, relevant instructions. Let’s just say I cursed under my breath more than a few times. SyteLine had me stumped, and the lack of finance-focused resources wasn’t helping.

We don’t need Google to tell us how much first impressions matter. That gut reaction you get? It sticks. And for those of us diving into a new ERP like SyteLine, aka CloudSuite Industrial or CSI, first impressions can turn quickly from excitement to, well … frustration. If you’re anything like I was, you know the feeling of digging through endless resources, only to realize the specifics just aren’t there—especially if you’re a finance professional.

I started noticing the same frustration among others too, no matter their role or experience level.

As a CPA and seasoned financial Controller who’s tackled several ERPs, I was pretty confident going into SyteLine. How different could it be, right? But instead of the seamless learning experience I expected, I found myself in a back-and-forth struggle to find specific, relevant instructions. Let’s just say I cursed under my breath more than a few times. SyteLine had me stumped, and the lack of finance-focused resources wasn’t helping.

Over time, I started seeing SyteLine for what it was —

A powerful tool with a few quirks that, once understood, could actually help a ton. The lessons I learned weren’t just “aha” moments for me; they resonated with almost every client I worked with. Regardless of the setup—be it multi-site, foreign currencies, or transactional volume—the need for clear, targeted guidance kept coming up.

Turns out, I wasn’t the only one wishing for a better first impression.

 

Imagine if every finance pro could access the insights needed to make SyteLine work for them without all the guesswork.

No more piecing together solutions from various sources or reinventing the wheel for every single task.

What if SyteLine could become a tool that’s not just manageable but one you actually enjoy using?

That’s the future I envisioned—a chance to help finance professionals break free from those rough first impressions and start fresh.

"I was excited to participate in training sessions to see what we would learn next. Stacey helped us to make our accounting process work for us and to leave much of our manual spreadsheet days behind."

Donna — Shared Services Manager

I’m Stacey, founder of Glass Box Consulting.

Helping finance pros go from frustrated to fluent with SyteLine. At Glass Box Consulting, I’m all about making SyteLine work for you—no guesswork, just clear, finance-focused insights so you can actually enjoy using your ERP and get more done.

 

the resume

What I Do Now

  • Founder of Glass Box Consulting, where I help finance professionals make sense of SyteLine, turning ERP frustrations into real solutions.
  • Created the first-ever online finance curriculum designed specifically for SyteLine users—streamlining processes, improving efficiency, and empowering teams.

Where I’ve Been

  • As a Corporate Controller, I ran accounting and finance operations for manufacturing companies, mastering ERP systems while coaching my teams to improve processes and stay audit-ready.
  • Before that, I was in CPA firms, where I didn’t just do the work—I went out to client offices and taught them how to use their accounting software.

Where It All Started

  • Family. My mom was a bookkeeper, her mom a small business owner, and I got my start running cash registers and doing keypunch work before I even hit high school.
  • By 16, I was doing bookkeeping for a realtor using early accounting software, and I loved every minute of it. Numbers, tech, and processes—this is my sweet spot!

What I Love Most

  • I love helping people understand the “why” behind what they’re doing while empowering them to use technology to make their work simpler, smoother, and maybe even a little fun.
  • Building relationships with clients is my favorite result of a job well done—it grows over time through trust and true partnership.

STACEY'S PROFESSIONAL BIO

Download Stacey’s professional profile to learn more about her expertise, approach, and how she helps finance teams transform their SyteLine experience. Start your journey to clarity and confidence today!

Download Stacey's Bio

STACEY'S PROFESSIONAL BIO

Download Stacey’s professional profile to learn more about her expertise, approach, and how she helps finance teams transform their SyteLine experience. Start your journey to clarity and confidence today!

Download Stacey's Bio


FUN FACT:

won a car at 18


PETS:

miss shelby


CAN'T LIVE WITHOUT:

baseball


FAVE TEAM:

sf giants


FUN FACT:

won a car at 18


PETS:

miss shelby


CAN'T LIVE WITHOUT:

baseball


FAVE TEAM:

sf giants

THE CLOSE CHECKLIST

Your CFO-Approved Guide to Period-End

A good close checklist is more than just a to-do list ... 

This FREE Excel template combines best practices, actionable insights, and practical tools tailored to SyteLine, and is fully customizable.

Get My Checklist

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Glass Box Consulting Ltd

Stacey combines financial expertise, a passion for technology, and a love of learning, with a desire to improve the finance community’s daily use of SyteLine.

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As used on this website, the terms “SyteLine”, “CloudSuite Industrial”, “CSI”, and “Infor” are the intellectual property of Infor Global Solutions or their affiliates. Glass Box Consulting is not affiliated with Infor Global Solutions or any other ERP vendor. All trademarks and service marks are the properties of their respective owners. All references to these properties are made solely for educational and editorial purposes.