Professional Services Needs More Than Basic Configuration

Optimize project accounting, resource management, and billing for professional services.

Professional services companies have unique needs: project profitability visibility, resource utilization tracking, time-to-billing automation, and revenue recognition that handles complex arrangements. I've optimized PSA for technology services firms, consultancies, and agencies—connecting the dots between time tracking, project delivery, billing, and revenue recognition.

Typical timeline: 4-8 weeks

Sound Familiar?

  • ✕ Projects go over budget but you don't know until the final invoice. Resource utilization is a mystery. Margins erode invisibly.
  • ✕ Time gets tracked somewhere, then manually converted to invoices. Hours slip through the cracks. Utilization reports are fiction.
  • ✕ Your CFO spends hours each month manually calculating revenue. Fair value allocations are guesswork. ASC 606 compliance is a prayer.

What You Get

✓

Health Check Report

Complete system evaluation with prioritized remediation roadmap.

✓

Process Documentation

Updated SOPs for key workflows.

✓

Training Materials

Role-based training for your team.

This Is For You If...

  • ✓ Technology professional services firms
  • ✓ Consulting companies
  • ✓ Agencies with project-based billing
  • ✓ Any services business struggling with NetSuite PSA

See Project Profitability Clearly

Let's optimize your PSA for how your business actually works.

Discuss PSA Optimization