Consulting

Our professional consulting staff specializes in working with our clients to streamline business processes by taking full advantage of software tools and technology. We then take our clients to the next level by delivering business intelligence tools to gain insight into their business.

Timberline

Our Timberline consulting staff entirely made up of former practicing CPA's and former construction/real estate controllers and CFO's. We pride ourselves on having the best people and the best customer service at fair rates. Our staff has worked with hundreds of Timberline companies in all specialties and has more than 50 years of combined Timberline consulting experience.

We have almost no staff turnover which allows us to maintain a long term, personal advisory role with you and your business. We offer the following services for our Timberline clients:

• Training and implementation
• Installation and upgrades
• Data conversion, maintenance, and archiving
• Technical Support
• Needs analysis
• Report Writing

Business Process Consulting

Our deep knowledge of our client's software applications along with interrelated business processes allows us to assist our client's in designing and streamlining their workflow. The result is an efficiently run business with easy access to data and documents.

Accounting and Operational Workflow

• Analysis, design and improvement

Document Management

• Capture business documents from all sources:
  • Field\Mobile data documents (from digital pens, tablets or handheld devices)
  • Handwritten notes (meetings/call logs)
  • Scanned paper documents
  • Microsoft office documents
  • PDF's
  • Other file types: CAD, pictures etc.

Our Document Management Process enables you to:

• Capture (link to process diagram with DF, scanner, drag and drop with Colligo)
• Classify (Using web based document libraries)
• Route (Using custom workflows for approvals, alerting, and actions needed)
• Store (Using web based document libraries)
• Share (with web based and offline access)
• Integrate (With Timberline via links on inquiries and Crystal reports using hyperlinks to original documents)

Data Management through the use of data warehousing software. This results in greatly improved reporting performance, reduced load on production servers and data aggregation across multiple databases and data sources.

Advisory Services

Our experience and trusted advisor relationship with our clients also enables us to fill the role of Software and Technology Advisors and temporary or part-time CFO/Controllers. We can provide these services on short notice for short term or long term periods.

Reporting and Business Intelligence

Report writing and Business Intelligence services have evolved into the largest area of our consulting business. We pride ourselves on our ability to work with our clients on their information needs, offer our insight into key indicators useful for their specific business and industry, and deliver results in the form of reports, forms, dashboards, alerts, and analytical tools.