On-demand NetSuite support from finance pros who understand your business.
When your internal team is stretched thin or lacks NetSuite expertise, we provide fractional support and embedded resources who don’t just understand the system — they understand finance. Whether you need help resolving support tickets, keeping up with enhancements, or bridging hiring gaps, our CPA-led consultants plug in fast, ramp quickly, and get things done right the first time.
What we hear and how we help:
“Our internal team is too small to keep up with day-to-day NetSuite requests. Support tickets pile up, and we’re constantly playing catch-up.”
“We don’t have in-house NetSuite experts — especially ones who actually understand accounting. We’re relying on IT or junior staff to troubleshoot finance issues.”
“We’re not sure if we’re even using NetSuite to its full potential. We have modules we’ve never touched and processes we still run manually.”
“We’re going through a finance transformation or M&A and need short-term help. We don’t have the capacity to support all the change happening right now.”
“We need help — but we don’t want to depend on a big, slow, expensive consulting firm. We need responsive, knowledgeable support that actually solves problems.”
We extend your team.
Our on-demand NetSuite consultants step in to handle your backlog — without delay.
We bring finance-first support.
Our consultants are CPAs who deeply understand accounting, controls, and compliance — not just how to click around NetSuite.
We unlock underused capabilities.
We look at your setup, identify quick wins, and guide you toward better efficiency, automation, and ROI.
We provide flexible staff augmentation.
We fill critical gaps without the overhead of full-time recruiting.
We offer agile, finance focused support.
You get a dedicated NetSuite expert who acts like part of your team — proactive, responsive, and accountable.
NetSuite Managed Services - Tiered Support Solutions
Support Philosophy
Our tiered services provide predictable, cost-effective NetSuite support with bundled hours at preferred rates. All included hours are delivered at discounted pricing, while any usage beyond the monthly allocation is billed at standard rates.
Service Tiers Overview
Lite Support Package
For organizations with limited NetSuite customization and steady-state operations
Core Monthly Resources:
Sr. Project Manager: 6 hours - Provides single point of contact, coordinates team efforts, delivers status updates
Support Team: 20 hours - Delivers functional and technical support for existing features, builds custom searches with native NetSuite functionality
Moderate Support & Development Package
For growing organizations with moderate customization needs
Core Monthly Resources:
Sr. Project Manager: 16 hours - Provides enhanced oversight and coordination
Support Team: 120 hours - Comprehensive support for existing functionality
Development Team: 80 hours - Implementation of new features and functionality
Annual Services:
Release Impact Analysis (2/year)
Release Testing and Risk Mitigation (15 hrs/release)
User Role Cleanup (2/year)
Roadmap Update (1/year)
Integration Health Check (1/year)
Financial User Training & Documentation (1/year)
Full Support Package
For complex enterprises with significant customization and growth initiatives
Core Monthly Resources:
Sr. Project Manager: 40 hours - Strategic partnership and comprehensive oversight
Support Team: 240 hours - Extensive operational support
Development Team: 160 hours - Continuous improvement and innovation
Quarterly Services:
Release Impact Analysis (2/year)
Release Testing and Risk Mitigation (15 hrs/release)
User Role Cleanup (quarterly)
Roadmap Update (quarterly)
Integration Health Check (quarterly)
Financial User Training & Documentation (quarterly)
Custom Solutions
For organizations with unique requirements, we offer custom packages tailored to your specific NetSuite environment. Our solutions specialists can analyze your usage patterns to recommend the most cost-effective configuration.
Financial Considerations
All service tiers provide bundled hours at a substantial discount compared to traditional time and materials engagements. This structure allows for:
Predictable monthly expenses for financial planning
Lower effective rates on consistently used services
Flexibility to scale up when needed (additional hours available at standard rates)
No long-term contractual commitment beyond monthly service agreement
For organizations with fluctuating needs, unused hours may roll over for up to 30 days, maximizing the value of your investment and accommodating periodic intensive work without penalty.
NetSuite Support Services Explained
Core Resources
Senior Project Manager
Our Senior Project Managers serve as your strategic partner and primary point of contact. They coordinate all aspects of your NetSuite support including prioritizing work, allocating resources, and providing regular status updates. With extensive enterprise systems expertise, they bridge the communication gap between your business objectives and technical requirements, ensuring your NetSuite environment evolves in alignment with your organizational goals.
Fractional Support Team
This team handles day-to-day administration and operational support for your existing NetSuite implementation. Services include:
Troubleshooting data inconsistencies and process breakdowns
Building custom saved searches, reports and workbooks using native NetSuite functionality
Analyzing and resolving workflow interruptions
Configuring dashboard components for improved visibility
Providing guidance on NetSuite best practices
Documenting system configurations and procedures
Supporting month-end close processes
Fractional Development Team
Our development specialists deliver technical enhancements and new functionality to extend your NetSuite capabilities. This includes:
SuiteScript development for custom business logic
Custom workflow development and optimization
Creation of advanced PDF templates
Development of enhanced UI components
Building custom integrations with third-party systems
Implementing complex data migration solutions
Coding custom reports and analytics
Periodic Services
Release Impact Analysis and Test Planning
Twice yearly, NetSuite releases major platform updates that may impact your customizations and integrations. Our team:
Reviews comprehensive release notes for potential impacts
Identifies affected customizations and integrations
Creates a tailored testing strategy for your environment
Provides detailed documentation of potential risks
Recommends mitigation strategies where needed
Release Testing and Risk Mitigation
While basic analysis is included in your package, comprehensive testing requires dedicated effort and is quoted separately based on your specific environment. This service includes:
Executing test scripts in NetSuite's release preview environment
Validating critical business processes against new release features
Testing all custom scripts against the upcoming release
Verifying integration functionality post-release
Providing remediation for any identified issues before production release
User Role Cleanup
This systematic review ensures security and operational efficiency:
Comprehensive audit of all user accounts and assigned roles
Analysis of role-based permissions against business requirements
Identification of dormant accounts and security vulnerabilities
Consolidation of redundant roles and permissions
Implementation of role modifications based on your approval
Documentation of the revised security architecture
Roadmap Update
This strategic planning session aligns your NetSuite environment with evolving business needs:
Facilitated discovery of current pain points and opportunities
Analysis of unutilized NetSuite capabilities that could add value
Prioritization of enhancement requests based on business impact
Development of phased implementation timeline
Resource planning and budget considerations
Documentation of agreed strategic direction
Integration Health Check
Our technical experts perform a comprehensive review of your integration landscape:
Evaluation of integration architecture and performance
Analysis of error logs and failure patterns
Review of data synchronization accuracy
Assessment of integration security controls
Recommendations for optimization or remediation
Documentation of integration dependencies and touchpoints
Financial User Training & Documentation
Tailored to your specific NetSuite configuration and team needs:
Assessment of user knowledge gaps and training requirements
Delivery of role-specific training sessions
Creation of custom quick reference guides
Documentation of financial processes within your NetSuite setup
Best practices for month-end and year-end procedures
Guidance on advanced reporting capabilities
Additional Terms
All bundled hours are provided at significantly discounted rates compared to our standard pricing. This represents substantial savings for predictable, recurring NetSuite support needs. Any usage exceeding the monthly allocation will be billed at our standard hourly rates.
For optimal cost management, we recommend selecting a tier that closely aligns with your typical monthly requirements. Our specialists can analyze your historical support patterns to recommend the most cost-effective package for your organization.