Make the Most of Your Data with NetSuite and Fusion CPA

Whether you have NetSuite or plan on implementing it, you should consider working with experienced NetSuite controllers to save your company time and money with software integration, data validation and much more.

Make the Most of Your Data with NetSuite and Fusion CPA

Whether you have NetSuite or plan on implementing it, you should consider working with experienced NetSuite controllers to save your company time and money with software integration, data validation and much more.

Unlock the Potential: Our Expertise, Your Growth

NetSuite is a powerful enterprise resource planning (ERP) system that can help businesses of all sizes manage their finances, operations, and customer relationships. One of the key strengths of NetSuite is its data capabilities. NetSuite stores a vast amount of data about a business, including financial data, customer data, inventory data, and more. This data can be used to generate reports, create dashboards, and make informed business decisions.


With the right setup, NetSuite provides real-time visibility of your company’s financial performance and functioning. This allows you to solve issues that are standing in the way of your company’s growth. This powerful ERP is ideal for multi-locationmulti-company businesses and the management of multi-currency transactions. It allows businesses to scale and integrate many business functions, using the NetSuite modules you require, in one platform. This is necessary to achieve accurate data and make smarter business decisions.

Fusion CPA is a leading NetSuite consulting firm with years of experience helping businesses of all sizes get the most out of their NetSuite data. We have a team of certified NetSuite experts who can help you with:

Data migration: If you are migrating to NetSuite from another ERP system, our experts can help you with the data migration process. We will work with you to identify and map your data, and we will ensure that your data is migrated accurately and efficiently.

Data analysis: We can help you analyze your NetSuite data to identify trends, identify areas for improvement, and make informed business decisions. We can also help you create custom reports and dashboards to visualize your data.

Data integration: We can help you integrate NetSuite with other applications, such as your CRM system (Salesforce, HubSpot, Zoho CRM), e-commerce platform (Shopify, WooCommerce, Magento), accounting software (QuickBooks, Sage Intacct), or project management software (Asana, Jira, Trello). This will allow you to share data between applications and streamline your business processes.

NetSuite training: We offer NetSuite training courses for businesses of all sizes. Our courses will teach you how to use NetSuite to manage your finances, operations, and customer relationships.


Business Advisory

Before setting up your software, it’s important to have a clear goal of what you want to achieve with your data.

Your team needs to be familiarized with their new software and we can assist with advisory to set up your KPIs and reach your goals. For example, if you’re tracking KPI data on a weekly basis, each team member needs to input their data on time to get an accurate view of their progress or where issues could arise.


With our team by your side, your company will have assistance in choosing the suitable modules and settings. We also have NetSuite developers on standby, should you need any customizations. Getting NetSuite implementation right the first time is crucial. Therefore, we help companies save time and money by streamlining the implementation and optimization processes.

On-Going Support

Our NetSuite accountants and consultants will support you every step of the way. We can schedule weekly or bi-weekly meetings to check-in and ensure that everything is running smoothly. Our services include:

  • Bookkeeping
  • Tax planning
  • CFO Advisory

How NetSuite Data Can Help Your Business

Improve decision-making: By analyzing your NetSuite data, you can identify trends and patterns that can help you make better business decisions. For example, you can use NetSuite data to forecast sales, identify high-performing customers, or optimize inventory levels.

Increase efficiency: The software can be used to automate tasks and streamline business processes. For example, you can use NetSuite data to automatically generate reports, send invoices, or track inventory levels.

Improve compliance: Another important factor Netsuite Data can be used for is to help you comply with regulations. For example, you can use NetSuite data to track sales tax, file financial reports, or manage employee data.

Grow your business: NetSuite data can be used to help you grow your business by identifying new opportunities and making better decisions. For example, you can use NetSuite data to identify new markets, develop new products, or launch new marketing campaigns.

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NetSuite Frequently Asked Questions

NetSuite Frequently Asked Questions

These are some of the most frequently asked NetSuite questions our CPAs have come across.

Read the below to help you navigate the world of NetSuite with ease and clarity.

NetSuite offers a comprehensive suite of business software products designed to streamline various aspects of your operations. This includes financial management, customer relationship management, e-commerce functionality, and more.

NetSuite Modules can be considered as additional functions that are purchased in addition to the standard software offering. They offer your business a more tailored solution that aligns with your unique needs. That is to say that NetSuite Modules are added ad hoc and integrated with your accounting system as your business needs change and expand.

NetSuite is an Enterprise Resource Planning (ERP) software that also includes Customer Relationship Management (CRM) capabilities. It offers a holistic solution for managing various aspects of your business, all in one place.

Implement NetSuite successfully.

A NetSuite developer is an expert who specializes in customizing and extending the functionality of the NetSuite platform to meet the unique needs of businesses. This means that they create tailored solutions and integrations that align with your specific business processes.

At Fusion, our CPAs have built bespoke NetSuite integrations. Contact us to find out if we can help with an integrations solution for you.

A NetSuite sandbox is a safe and isolated testing environment that allows you to experiment, develop, and test configurations, scripts, and customizations without affecting your live NetSuite instance. It’s an essential tool for ensuring changes work as intended before implementing them in your actual system.

Yes, NetSuite can handle payroll through its SuitePeople Module. SuitePeople connects HR and payroll data with financial, project planning and budgeting and procurement processes. This not only offers a businesses human resources and employee management functionality, but also eliminates multiple systems.

A Chart of Accounts (COA) is a breakdown of all accounts and transactions in the general ledger of a company and organizing them into subcategories. It provides a comprehensive overview of your organization’s financial structure and account classifications and can be accessed within the Financials module. Follow the following path to access the COA:

  1. Go to Lists > Accounting > Accounts.
  2. Follow the detailed instructions as outlined in the NetSuite Help Centre.

An invoice is a record of sale to a customer. Creating an invoice in NetSuite is a straightforward process. Within the Billing tab, follow the following path.

  • Go to Billing > Sales > Create Invoices.
  • Fill out the custom required fields, as outlined in the NetSuite Help Centre.

Our experts can also guide you through the steps to ensure accurate and efficient invoicing for your business.

An amortization template defines the terms of the amortization schedule created by the purchase of an item.

Creating an amortization schedule in NetSuite involves utilizing its financial management tools. Follow the following path within NetSuite to begin:

  • Go to Lists > Accounting > Amortization Templates > New.
  • Fill out the custom required fields, as outlined in the NetSuite Help Centre.

Our team can assist you in setting up and managing amortization schedules effectively.

While QuickBooks is suitable for small businesses, NetSuite is a comprehensive solution that caters to businesses of all sizes. This means that NetSuite offers advanced functionalities, scalability, and flexibility for growing enterprises. However, the accounting software your business chooses to use is largely dependent on your business needs and plans for growth and scalability. NetSuite typically offers longevity and unlocks added Modules as your business expands.

NetSuite and SAP have both developed widely used midmarket ERP systems. While NetSuite offers a single cloud-based ERP product, SAP has three distinct systems.

NetSuite is a business management system with a variety of modules that help medium to larger size business enterprises better manage their financials and operations and increase automation across the business. While SAP’s three systems for small and midmarket companies have each found traction with businesses in of this particular business size. If agility, customizability and scalability is what you’re after, NetSuite is advantageous.

Oracle and NetSuite are related. Oracle acquired NetSuite in 2016, but NetSuite operates as an independent global business unit under Oracle. 

NetSuite OneWorld enables companies to manage multiple subsidiaries, business units and legal entities, domestic
or internationally from a single solution. This means that the software provides real-time financial and operational visibility and control at the local, regional, and headquarters levels.

NetSuite OpenAir is a project management solution designed to streamline and optimize the operations of service-based businesses. It is a module within the broader NetSuite suite of products that caters specifically to companies offering professional services, such as consulting, IT services, marketing agencies, and more. Additionally, it empowers businesses with tools to effectively manage projects, resources, time, expenses, and financials, all in a single integrated platform.

NetSuite offers benefits such as real-time visibility into financial data, streamlined processes, improved decision-making with actionable insights, increased collaboration, and the ability to adapt to changing business needs. For this reason, the software also eliminates the need for disparate systems and manual processes. Its cloud-based architecture is also beneficial in that it ensures accessibility from anywhere.

NetSuite’s wide range of features, scalability, and adaptability make it a valuable investment for businesses looking to streamline operations, enhance efficiency, and achieve sustainable growth.

The software’s pricing management allows you to centrally manage, control and update pricing according to your business needs and budget.


Why choose Fusion CPA as your NetSuite consultants and outsourced accounting team?

We specialize in helping companies optimize NetSuite – whether they have been using it for a while or want to migrate to NetSuite. You can look forward to: 

  • Enjoy a hassle-free NetSuite experience.
  • Get hands-on expertise in selecting and integrating the best modules and licenses.
  • No more stressing over accounting nuances or intricate reports – we’ve got it.
  • Our commitment? Guiding businesses, like yours, to the next level.

We specialize in helping companies optimize NetSuite – whether they have been using it for a while or want to migrate to NetSuite.

Moving to a different software is often scary and a bit like flying a plane. It takes a lot of work to get off the ground, but it is truly worth it and you can take your business to new heights. NetSuite is an extremely customizable software and our NetSuite consultants can do just this – turn all the knobs and dials until it is optimized for your unique purposes. 

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Talk to us about getting the most out of NetSuite

Brett’s manufacturing company in California, NetSuite Integration and Set-Up Problems, Solved.

When we approached Fusion CPA, our manufacturing business faced challenges with NetSuite. The generic setup led to incomplete sales reports and misaligned financials. Fusion CPA recognized the need for a customized approach within NetSuite, educating us on its powerful financial reporting capabilities. Now, we effortlessly generate detailed reports, gaining a comprehensive view of our financials, tax obligations, and business performance. Fusion CPA's expertise transformed our accounting, empowering us to make informed decisions. Their commitment to optimizing our financial processes has been invaluable. We highly recommend Fusion CPA to businesses seeking tailored solutions.

Read More About NetSuite

The Ultimate NetSuite Implementation Checklist

NetSuite Implementation takes a lot of work and know-how to execute successfully. Our team takes you through our NetSuite implementation checklist.

NetSuite Modules

See the full NetSuite Modules List to get a better idea of all the options you have when implementing NetSuite. Most modules are optional and can be added when you have the need for them.

NetSuite Pricing

NetSuite pricing is dependent on the modules and license you choose, your company size, and what payment option you are comfortable with.
Since I’ve been with Fusion, they have provided with me a solid business plan to continue my growth, both horizontally and vertically. They implement streamline review, critique, and implementation, that allows for any and all companies to assess their worth and, in turn, allocate the best resources to turn maximum profit. In short, Fusion CPA will take your company from tier-1 to top-level with their expertise, top-notch advice, and excellent implementation.
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Arthur Headley​
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