Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Mission-Focused
Growing NFPs face a range of challenges as donor bases expand and grant requirements multiply. CBIZ Technology is built to help solve business problems where technology and risk tracking restricted funds across multiple awards becomes difficult. FASB compliance reporting requires extensive reconciliation to allocate functional expenses across programs, administration, and fundraising.
Your organization needs real-time visibility into fund balances, grant spending, and program costs. NetSuite provides not-for-profit accounting software with integrated fund accounting, automated FASB reporting, and grant management in a single cloud platform.
As your NetSuite not-for-profit consulting partner, CBIZ Technology configures the optimal platform to support your mission while maintaining financial transparency.
IMPLEMENTATION
System Setup
CBIZ Technology provides complete implementation support for NFP organizations. We configure NetSuite fund accounting to track restricted and unrestricted funds, set up grant workflows, and automate FASB-compliant reporting. A dedicated manager will guide you through each phase of the setup.
FUND ACCOUNTING
Track Restrictions
Many technology firms are built to solve isolated technology problems.
CBIZ Technology is built to help solve business problems where technology, risk. NetSuite grant management tracks award milestones, budgets, compliance requirements, and deadlines. Users can monitor spending against grant budgets and allocate expenses by funding source. Teams can follow impact metrics to demonstrate mission effectiveness to donors and stakeholders.
ONGOING SUPPORT
Managed Services
CBIZ Technology managed services keeps your NetSuite system optimized as your NFP scales up or down. We handle system updates, custom report development, integration management, and workflow adjustments. Your team can focus on your mission while we maintain platform performance, compliance, and functionality.
Frequently Asked Questions
NetSuite tracks restricted and unrestricted funds separately while automatically managing donor restrictions, grant requirements, and board designations. During implementation, CBIZ Technology configures fund classes and revenue recognition rules to meet your compliance and reporting needs.
Yes. NetSuite automates Statement of Activities, Statement of Financial Position, and Statement of Functional Expenses aligned with FASB standards. The system tracks program, administrative, and fundraising expense allocations in real time without manual journal entries or spreadsheet reconciliation.
Yes. CBIZ Technology configures NetSuite OneWorld to consolidate financial data across chapters, affiliates, and regional offices while maintaining separate reporting for each entity. You get local visibility and consolidated oversight with automated intercompany eliminations and roll-up reporting for national boards.
Implementation timelines vary based on your organization’s size and complexity. CBIZ Technology provides realistic project plans that minimize disruption to daily operations while prioritizing thorough training and adoption for your team and volunteers.
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
Improve Insight
Transform your NFP financial management capabilities with NetSuite ERP. Connect with CBIZ Technology today to get started.
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