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Mechanical contractor embraces security and control through integration

Owner Kelly Grotte liked what she saw when she looked at Sage Timberline Office accounting software. "I was looking for a system that had the security and features I needed with separate modules but with the ability to pull it all together in a secure fashion," Grotte says. "Sage Timberline Office had what I needed. I absolutely love it. I'll probably never change software."

"Cash flow is everything"
One of Grotte's favorite applications is Cash Management, which allows her to check her cash balance at a glance.

"Cash flow is everything," Grotte says. "Before Cash Management, I had to go into the General Ledger to see the cash balance. When you end a quarter or the year-end you wait longer to close the previous month, and you are somewhat in the dark as to your actual cash balance. Now I know my cash balance all the time. Also, doing monthly cash reconciliation is much nicer — Cash Management actually has a reconciliation feature, and it makes the job much easier."

Secure permissions mean more control
Grotte likes the way Sage Timberline Office allows her to permit workers to do some accounting tasks without giving them free rein with the data. She's able to limit the accessibility of certain applications, which gives her peace of mind. "They can't just go in and make changes," Grotte says. "Data is more secure."

Assurance of continuous improvements
Grotte appreciates the regular upgrades to Sage Timberline Office accounting software, too. Each time a change is made, the software gets better, she says.

"They're always making changes. Sage Timberline Office knows their software isn't perfect, and they're constantly working to try and make it better, trying to serve more people," Grotte says. "I haven't seen a change that didn't improve the software."

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