A services firm does not sell units off a shelf. It sells time, and it lives or dies on utilization, realization, and whether each project lands above or below the margin. That needs project accounting and professional services automation built into the core system, not bolted on after the fact. Zanovoy implements NetSuite for services firms around PSA and project accounting, then supports it as you scale.
Book a Professional Services Fit Call
Where Services Firms Get Stuck
Most growing firms run finances in a general ledger and projects in spreadsheets, so the two never reconcile. By the time a project's real margin is clear, it is already closed.
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When time, expenses, and billing live in separate systems, no one sees an engagement slipping below margin until the invoice goes out. The data to course-correct exists, but never in one place at the right time.
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The two numbers that determine whether a services firm is healthy get assembled manually from timesheets and memory, which means they arrive late and rarely tie back to the financials.
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Time-and-materials, fixed-fee, and milestone billing each need different handling, and a system built for simple invoices forces the finance team to bridge the gap by hand, slowing cash and inviting errors.
The Right Platform for How Your Firm Runs
We do not hand firms a flat list of applications, and we do not force a finance-only tool to do work it was never built for. We map how your firm sells, delivers, and bills, then build the stack around the system that fits.
NetSuite unifies project accounting, resource tracking, and multi-model billing into a single general ledger platform. It tracks utilization and profitability from live data, creating an audit-ready anchor from the initial timesheet to the consolidated financial statement.
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Ramp gives finance real-time visibility into card spend and expenses, enforcing built-in policies and approvals at the point of commitment without heavy overhead. It is ideal for lean teams wanting immediate spend control, but if your firm does not need a dedicated spend tool on top of NetSuite, we leave it out.
Abacum enables lean finance teams to build quick models and run real-time variance against live project and utilization data. For larger firms requiring deep, multidimensional planning across multiple practice areas, Workday Adaptive Planning is the stronger fit, and we will recommend the one that matches your team.
If your firm runs a real new-business motion with a dedicated sales team, Salesforce manages the pipeline and connects won deals to delivery in NetSuite, so the handoff from sale to project is clean. Where your growth is referral-led and a full CRM would sit unused, we leave it out rather than sell it.
Why Services Firms Work With Us
Most IT firms can stand up a database, but do not understand utilization economics, project accounting, or why realization is the number that determines whether a firm is healthy. Our teams come from accounting and systems backgrounds and approach your firm from a finance seat.
We configure project structures, billing models, and utilization reporting to match how your firm actually delivers, so the system fits a small practice and still holds as you add offices and service lines.
Project profitability, resource management, and multi-model billing are the core of the work here, not a generic ERP rollout with a project module switched on at the end.
We connect time tracking, expense, billing, CRM, and planning to NetSuite through direct integrations, so the data moves on its own, and the project margin is visible without a manual gathering.
We set up clean records and traceable project financials from the first month, so a board update, a bank request, or a diligence round is a query, not a fire drill.
The people who advise on the platform are the people who implement it and the people who support it afterward.
A 30-minute conversation about your operation, not a sales demo.
Start with a ConversationProfessionals on the Financial Transformation Team
Companies supported through IPO
Implementations delivered across 5 continents
Customizations built for enterprise clients
Integrations built across the platform ecosystem
Continents served
How the Engagement Runs
We map how your firm sells, staffs, delivers, and bills and then confirm the right configuration, including an honest read on whether NetSuite's Professional Services edition is the fit or a lighter tool would serve. You get a requirements document and a decision rationale.
We build the project structures, billing models, utilization reporting, and chart of accounts around how your firm delivers and migrate clean data from your prior systems.
We connect time and expense, billing, CRM, and planning tools to NetSuite through direct integrations, so project data flows automatically instead of through manual entry.
After go-live, we support the monthly close, tune project and billing configuration as you add service lines, and manage integrations so a lean finance team does not need to hire a dedicated NetSuite admin.
Bring your current setup. We'll map an honest path from where you are.
Map your Path ForwardTestimonials
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