NetSuite for accounting firms — for your own practice, and for the clients you advise.

CPA firms come to us with one of two problems, and often both. Either you are moving your own practice onto NetSuite, or your clients are already on it and asking you technical questions your firm was never built to answer. We handle both, and you keep the client relationship either way.

For your practice: live on NetSuite in 90 days

Implementing NetSuite is not a software upgrade, it is a firm transformation — meticulous planning, data cleaning, and the migration of historical and open transactions. Why wait a year for a Phase 1 that never ends? The Accounting Starter Kit is a purpose-built foundation designed to get your firm operational in three months.

What’s included

  • Pre-configured chart of accounts built for professional services and accounting practices.
  • Role-based security — permissions for partners, associates, and controllers, configured out of the box.
  • Core financials — AP, AR, fixed assets, and real-time financial reporting.
  • Multi-entity consolidation and revenue recognition configured for compliance first.
  • Clean-slate migration — historical data and open transactions migrated and balanced from day one, with a double-check audit methodology.

The 90 days

  • Blueprinting and planning. We map your current workflows and find where manual bottlenecks are slowing you down. We do not lift and shift; we optimize.
  • Data migration and validation. Where most projects stumble. Historical data and open transactions migrated with a double-check methodology and reconciled to the prior system.
  • Configuration and automation. Custom workflows, automated dunning, and integrations with your tax and payroll software.
  • Departmental training. A system is only as good as the people using it — targeted training for every role, from intern to managing partner.
  • Go-live and hypercare. On day 91 we do not disappear. Hands-on support through your first month-end close.

For your clients: the NetSuite team behind your firm

If you serve multiple clients on NetSuite, you have a particular problem. Every instance is configured differently, several were set up badly by someone else, and the technical work involved is not what your firm is built to do. Meanwhile your clients ask you, because you are the finance person they trust.

We are the team behind you for that work. You keep the relationship; we handle the NetSuite engineering.

Getting a client set up correctly the first time

Chart of accounts, entity and subsidiary structure, and the foundational decisions that determine whether the books are trustworthy a year from now. You already know which decisions those are. We implement them correctly rather than discovering them at the first close.

Templates

Reusable configuration and reporting templates, so the fifth client you bring us does not start from scratch. Your firm develops a house standard for what a well-configured instance looks like, and we apply it consistently.

Automation

The repetitive work in your clients’ books — recurring entries, reconciliations, reporting packages assembled by hand every month — automated inside NetSuite rather than performed by a person on a deadline.

Getting data loaded correctly

Data migration is where client onboarding goes wrong, and the damage is not obvious until months later when something will not reconcile. Loading historical data — mapped, validated, and reconciled to the prior system — is specific technical work we do routinely.

Development and training

Custom reports, saved searches, scripts, and integrations for clients whose needs go past standard configuration — available per-client or as ongoing capacity for your firm. Plus training for your staff, so your team handles more in-house, and for your clients, so fewer questions land on your desk.

Why accounting firms work with us

  • We speak accounting. Our functional lead is a CPA who audited at Ernst & Young and worked inside Oracle NetSuite. You will not spend the engagement explaining why the chart of accounts matters.
  • You keep the client. We work behind your firm. We are not looking to take over the relationship.
  • Repeatable across your book. The more of your clients we set up, the more consistent and faster each one gets.
  • Discounts for CPA firms. Referred client work is priced for an ongoing relationship, not a one-off project.

What’s not included

Custom automations for processes specific to an individual firm or client rather than standard to accounting practice. Those are scoped separately once the foundation is in place — we will tell you at the outset which requirements fall outside the kit.

Common questions

What does it cost?

We quote per engagement after a scoping conversation, with discounted rates for firms bringing us client work. You will have the figure in writing before anything starts.

Will you approach our clients directly?

No. You own the relationship. We can work entirely behind your firm or client-facing alongside you — but that is your call, not ours.

One of our clients has a NetSuite instance that’s a mess. Can you fix it?

Yes. That is a rescue engagement rather than a new implementation, and it starts with an assessment of what is actually wrong before anyone commits to fixing it.

Can you work with our existing processes?

Yes. If your firm has a standard way you like client books structured, we implement to your standard and build the templates around it.