Services
Training and services to help you optimize your financial reporting
Training
We offer a full suite of finance related classes including our very popular Financial Reporting with Account Schedules and Controller’s Boot Camp through our company, New View Strategies. See what our students have had to say about these classes!
Kerry was able to balance both the basic and advanced tools available in NAV which made the training useful and applicable to all members of the team. Whether you are a first time or experienced user this training is able to provide great insight how to be more efficient and effective on a daily basis.
— Brian Pfaff, Mastronardi Produce
And lastly, YOUR class on schedules has made ME look like a hero. Running month end reports in Jet used to take 2-3 hours and the owner hated the way they looked. Running 6 schedules (CM, YTD, PM, PYTD, Budget CM and Budget YTD) takes about 10 minutes and it’s formatted EXACTLY the way the owner wants – and has wanted for 10 years. And I add ad hoc reports all the time – I LOVE schedules so thank you for making them so easy to understand.
— Bruce Ostrowsky, World Emblem
This class is the perfect setting to learn more about Account Schedules and other tricks to help shorten the time spent on Financial Reporting. I have taken several classes offered by New View Strategies and each one has been extremely informative. I would highly recommend Kerry and her team of trainers for individual or group training!
— Terry Blevins, ivWatch
Build Your Financial Statements
Yes, we can build your financial statements for you! If you are interested in this service, please fill out your name and email below and we will contact you to discuss your project.