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NETSUITE CONSULTING

NetSuite Financials, Configured For The Way Professional Services Runs.

Most people know Top Step for SuiteProjects Pro. We also implement and advise on NetSuite Financials, and we set it up around how a professional services business actually makes money: project-based revenue, utilization, and a month-end that closes on time.

NetSuite Financials (ERP) · built for professional services · connected to SuiteProjects Pro

SOUND FAMILIAR?

Most NetSuite partners configure the software. Few understand your business.

A generalist can get NetSuite live. What they often miss is the professional services operating model, and that is where the value is won or lost:

Your NetSuite was configured for a generic business, so it handles transactions, not project-based revenue and margin.

Revenue recognition takes manual work every close instead of running cleanly.

Project actuals and financial records never quite reconcile.

Leadership cannot see real-time project P&L or margin without building a spreadsheet.

The team that implemented your financials did not understand SuiteProjects Pro, so the two systems fight.

You want NetSuite advice from someone who has run a services business, not just passed a certification.

WHY IT MATTERS

NetSuite Financials that reflects how a services business actually operates.

When your financials are configured for professional services, the numbers are trustworthy, the close is faster, and leadership can steer the business with confidence.

Revenue Recognition

Auditable, automated revenue recognition instead of a manual month-end scramble.

Real-time Project P&L

Margin and profitability by project, in the system, not in a spreadsheet.

A Close You Can Count On

A faster, cleaner month-end because project and financial data finally line up.

Reporting Leadership Trusts

Financial and operational reporting built for how a PSO measures success.

THE TOP STEP APPROACH

Business consultants who are also
NetSuite experts.

We came out of professional services and have closed the books ourselves. Since 2007 we have worked only with PSOs, so we advise on your business first, then configure NetSuite to serve it.

We start with your operating model

How you win, deliver, resource, bill, and recognize revenue, before we touch a single setting.

We know both sides of your ecosystem

How SuiteProjects Pro must be configured to feed clean data into NetSuite Financials, the gap generalists miss.

Change management is part of the work

Adoption and process come with the configuration, not as an afterthought.

What We Consult On

NetSuite Financials expertise for professional services.

From a first implementation to fixing a setup that was never built for PS, we advise on and deliver the financial side of your NetSuite ecosystem.

  • NetSuite Financials implementation and configuration
  • Revenue recognition and project accounting
  • Project P&L, margin, and utilization reporting
  • Financial reporting, dashboards, and SuiteAnalytics
  • Data migration and ongoing data integrity
  • Integration between NetSuite Financials and SuiteProjects Pro

The one stop advantage

We advise on the whole picture.

Because we know both your financials and your PSA, we configure NetSuite Financials to work with SuiteProjects Pro from day one, and we advise on the full ecosystem rather than one half of it.

Ways to engage

However you want to work with us.

The right structure depends on what you need, from a defined build to expert help on call.

A Focused Project

Trustworthy data first — the customer, project, user, invoice, and reporting data your decisions depend on.

Advisory On Demand

A block of expert hours to use as you need them, for guidance, a second opinion, configuration help, or troubleshooting.

Ongoing Support

For continuous care of your live systems, our OnDemand Advantage managed service keeps everything healthy. See Managed Services.

Why Top Step

OraclePartner@2x
Working With@2x
450+@2x

READY WHEN YOU ARE

Let's talk about your NetSuite Financials.

Bring us your month-end, your revenue recognition, or your reporting headache. We will tell you what is possible and what it takes, from people who have run a services business.

QUESTIONS ANSWERED

NetSuite Financial Consulting FAQs

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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