NetSuite for Professional Services
What NetSuite Does for Professional Services Firms
- NetSuite unites project management, resource planning, CRM, and accounting in one system built for service delivery. Whether you're a consulting firm, marketing agency, or IT services provider, every engagement, timesheet, and invoice flows through a shared platform with SuiteProjects PSA.
Teams gain real-time visibility into utilization, margins, and project status. Leadership gets accurate forecasts, faster closes, and better cash flow control. From bid to bill, NetSuite automates billing, revenue recognition, and resource allocation without manual reconciliation.
Delivery and Billing Challenges NetSuite Solves
Core NetSuite Features for Professional Services Firms
Manages full project lifecycle from proposal to delivery, invoicing, and revenue recognition in one unified system.
Real-time monitoring of milestones, budgets, and profitability with collaborative dashboards that spot delays early.
Matches people to projects based on skills, availability, and utilization goals to minimize bench time.
Captures time and expenses via web or mobile, syncing instantly to project accounting and billing.
Automates billing for milestones, time-and-materials, or retainers with integrated revenue recognition for faster closes.
Consolidates financials across subsidiaries, automates approvals, and generates audit-ready statements from single source.
Manages client relationships from lead to renewal with complete visibility into project history and profitability.
Real-time KPIs for utilization, backlog, and margin enable informed, proactive decisions.
Why Professional Services Firms Choose Stockton10 for NetSuite
Built for project-based businesses
Rapid response when delivery depends on it
Ongoing support that grows with you
How NetSuite Improves Daily Operations for Service Businesses
- Shorter billing cycles
Automated invoicing for time-and-materials, milestones, and retainers. Billing integrates with revenue recognition for faster, accurate closes.360° client visibility
Complete project history, profitability, and billing status in one CRM-integrated view. Track client lifetime value and engagement health.Reduced admin hours
Integrated time and expense capture via mobile eliminates manual entry. Timesheets flow directly to billing and project accounting.Accurate margin tracking
Real-time job costing compares actual costs to budgets by project, client, and business unit. Spot margin issues before project completion.Global operations support
Multi-entity, multi-currency support with OneWorld. Consolidated reporting across subsidiaries with local tax and compliance rules.Unified platform
HR, CRM, and project delivery on one system. Resource planning uses actual skill sets, availability, and utilization data.Profitability by dimension
Track margins by project, client, practice area, or service line. Identify which engagements drive profit and which need improvement.Scalable without complexity
Add service lines, subsidiaries, or resources without new integrations. Cloud-based system supports mobile workforce.
Hear it from your peers
Run Your Entire Services Business on NetSuite
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Common Questions
Time entries not flowing to invoices correctly, project budgets burning faster than forecasted, utilization reports showing inaccurate availability, expense reimbursements stuck in approval queues.
We tune project templates when service offerings expand, rebuild utilization dashboards when resource mix changes, automate client-specific billing rules, fix revenue leakage from unbilled time.
We diagnose why time sheets aren't hitting invoices, fix approval workflow bottlenecks, repair project budget calculations, troubleshoot expense allocation errors across projects and clients.
Time & materials with rate cards, fixed-fee milestone billing, retainer drawdowns, percentage-of-completion, and hybrid models all scripted to match client contracts and trigger invoicing automatically.
Yes. We specialize in post-implementation optimization for refining billing workflows, utilization dashboards, and financial reporting.
Onboarding starts after agreement is signed. Services start within 5 days to 1 week, or after downpayment invoice is settled. Your assigned consultant will assess your system, identify quick wins, and start improving efficiency immediately.
