Most NetSuite help is technical people who have never posted a transaction, or bookkeepers who cannot build a saved search. We do both.
The system is rarely the problem. The setup and the habits around it are.
The chart of accounts and segments were set up by someone who has left
Reports do not tie to the general ledger and nobody knows why
Approvals are routed to people who no longer work there
Month end takes two weeks because half of it is manual
Bank reconciliations sit unfinished for months
You are paying a partner hourly for changes that take twenty minutes
Administration and accounting in the same pair of hands.
Chart of accounts, subsidiaries, segments, and classifications structured so reporting works without exports and manual rework.
The bookkeeping reports you actually need, built to tie to the general ledger, with the drill down left intact.
Purchase and expense approvals routed to the right people, with the limits you set.
Feeds, matching rules, and a monthly reconciliation that closes rather than carrying forward mysteries.
Transactions organised and reconciliations completed on schedule, with open items chased, so nothing waits on someone remembering a manual step.
Short sessions for your team on the parts they touch, so the file stops getting broken between closes.
If a report does not tie to the general ledger, it is not a report. It is a guess.
Kaleem Siddiqui, CPAWe go through the file and come back with a plain list of what is broken, what is risky, and what is fine.
Reconciliations and reporting first, then workflow and automation. You approve each block of work before it starts.
Monthly close support and a standing block of admin time, so small changes do not wait for a partner quote.
No. We work at administrator level inside NetSuite daily. For large implementations you want a partner, and we are happy to work alongside one.
Migration projects are best run with an implementation partner. Our strength is administration, cleanup and reconciliation once you are on the system.
Often, yes. Many engagements are supporting an internal finance person who needs the bookkeeping and system side handled.
Either a monthly block of hours or a fixed fee for a defined project. You will know the number before work starts.
Twenty minutes to hear what is not working. If it is a quick fix we will tell you how to do it yourself.