Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Agency Growth
Scaling marketing operations introduces financial complexity that manual processes cannot handle. As client rosters expand and billing models diversify, tracking numbers by spreadsheet is unsustainable. Profitability gets harder to measure while revenue visibility decreases.
Expanding agencies need a more integrated financial infrastructure to succeed. NetSuite for marketing agencies helps reduce manual reconciliation by unifying consolidated financial reporting and automating multi-client billing workflows. Time entries, expenses, and invoicing feed directly into real-time project profitability analysis.
As your NetSuite Professional Services Automation (PSA) implementation partner, CBIZ Technology configures the platform to match your current workflows and scale with your growth.
IMPLEMENTATION
SuiteProjects Configuration
CBIZ Technology configures NetSuite SuiteProjects to match agency workflows, as well as SuiteProjects Pro for advanced requirements. We set up project templates, billing rules, and time tracking processes based on how your team operates. Implementation includes revenue recognition, multi-client billing setup, and team training.
PROFITABILITY
Project Visibility
Gain real-time insight into which portfolio projects drive your highest profit margins. NetSuite PSA tracks utilization rates, resource budgets, and billable hours to help you optimize allocation. You get enhanced financial clarity across every client engagement.
ONGOING SUPPORT
Managed Services
CBIZ Technology managed services keep your NetSuite ERP optimized as your agency grows. We provide system updates, custom report development, integration management, and workflow refinements. Maintain your platform’s performance without needing an internal IT professional.
AI Automation
AI-Powered Life Sciences Operations
Turn financial and operational data into actionable insights with NetSuite Next and MCP-enabled connections. Teams can analyze information, automate routine processes, and interact with connected business systems using natural language. These AI capabilities support faster decision-making from clinical research through commercialization while maintaining critical visibility and controls.
Frequently Asked Questions
NetSuite automates retainer tracking and revenue recognition aligned with ASC 606 requirements. The system manages performance obligations and recognizes revenue as services are delivered. CBIZ Technology can configure these rules during implementation based on your contract structures.
Yes. NetSuite PSA captures time, expenses, and costs as they occur, then calculates margin against budgets and fee arrangements. You can view profitability by project, client, or team member without waiting for the month-end close.
Yes. CBIZ Technology offers rescue services for stalled implementations. We assess the current configuration, identify gaps, and develop a plan to reach go-live.
Timelines vary based on agency size and integration requirements. A focused implementation typically ranges from several weeks to a few months. At CBIZ Technology, our expert team provides a detailed project plan and timeline after discovery.
Meet Our NetSuite Leadership Team
Ada Kong, CPA
Managing Director, ERP & Finance Transformation
Andrew Wong
Managing Director, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
Get Started
Contact CBIZ Technology about financial systems that scale with your agency. Move beyond spreadsheets to real-time visibility.
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