Our Services


Reporting is one of the highest ranked needs of every company. When you need financial reporting or advice on what to do with a custom report, we’ve got experts who can design and build your financial and operational reports. Use us to keep your existing reports relevant, create something completely new, or dig deep into financial reports.

Reporting Design Does your company need help to design reports for the first time? Do you have some reports you are just not happy with? Are you puzzling over how you can get the data necessary to present the story you want to tell? Our experts will create recommendations for reports that will work for your company.

Reporting Upkeep Do you have reports that need some updating? Have you refreshed the look and feel of your reports annually? Do you have new reporting requirements that you’d like to incorporate into what you already have? Count on us to advise on how to accomplish these needs, teach you how to do it yourself, or just simply get the work done for you so you can use your improved reports as soon as possible.

Business Analytic and KPI Review Have you struggled with establishing effective and actionable key performance indicators? From a single year starter pack of KPIs to a 5-year plan of gradually maturing measurables, spending the time to discover how to evaluate what you have, learn what you need, and determine exactly how to deliver to key users is all a part of this package.


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See what our Consulting Clients have to say about us!

  • We are very pleased with the partnership we have with New View Strategies, they have significantly helped and guided our accounting department by automating our fixed assets and bank recs, and with our inventory reconciliation and month-end closing procedures. Their training was excellent and certainly hands-on, which streamlined our processes and improved our efficiency, organization, and reporting.
    John Clements
    President, Minequip Corp.
    We have been extremely satisfied with the consulting, training, document creation, or anything requested of New View Strategies. We appreciate their expertise in all functional areas, but to highlight one would be Finance. They have helped guide our finance teams to new heights of standardization and the ability to use unchartered areas of NAV. They are professional, punctual, flexible and easy to work with. We highly recommend their services. They will add great value to your project for sure!
    Vincent M. Carr
    IT Training Manager, Functional Excellence
    Forum Energy Technologies, Inc.
The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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