Is your business drowning in disconnected systems, even after investing in NetSuite? Our CPAs have found that many assume that implementing NetSuite will instantly solve their operational chaos. We get it – the software is sophisticated and able to automate crucial data tracking for efficiency and compliance. But, it can be a steep learning curve, and without the right expertise, things can fall through the cracks; especially when it comes to error-free financial reporting.
That’s exactly where one of our clients – a $30M consumer brand – found themselves. Despite a strong NetSuite go-live plan and a tech-savvy founder, they needed support from experts who could speak both the technical language of NetSuite and understand the regulatory landscape of accounting. Fusion CPA jumped in. What they got in the end? Multifaceted business data that served as the financial backbone of their business. Turning confusion into clarity, and enabling growth.
The Client: A Growing Consumer Products Business
A supplement and wellness brand in the consumer products and e-commerce space was experiencing rapid growth. The challenge? Mountains of siloed data that didn’t tell a coherent story – or provide the insights they needed to optimize operations.
They had already invested in NetSuite. But their business lacked a clear financial lens to spot inefficiencies and ensure data was flowing into the right places, especially when it came to reconciling transactions. That’s when they brought Fusion CPA on board.
Our Role: Bridging the Gap Between Tech and Accounting
We were initially brought in to support the accounting function and ensure a smooth transition from the client’s old accounting system to NetSuite.
Our first job? Reconcile the data between systems, ensure accurate transitions, and start the journey to producing real-time financial oversight.
But our role quickly evolved.
Because we’re not just NetSuite specialists – we’re CPAs first – our team was able to spot where transactions weren’t flowing correctly, identify inventory inconsistencies, and troubleshoot why financials weren’t properly updated. Through hands-on collaboration, we helped the client shift from a cash-based approach to a true accrual model, aligning revenue recognition with fulfillment and significantly improving financial accuracy.
When NetSuite’s native functionality didn’t quite deliver on their expectations – especially around purchase orders and billing workflows – we stepped in with a custom-built solution. Using Google Sheets, we developed a smart workaround that allowed the team to instantly flag mismatches between purchase orders (POs) and bills. It replaced a painstaking, line-by-line manual process they were using, and shifted them onto a bespoke automated solution that’s still in use today.
In short, we weren’t just helping them use NetSuite – we set them up to get the most out of it.
I wanted to thank you for your all your work during our transition. It was great to have your support and I feel like you went above and beyond to help get us to where we are today. – Damien Mase, Founder & CEO Muscle & Strength
The Results: Real-Time Visibility, Smoother Processes, and Scalable Growth
With our support, the client gained more than just accurate books—they gained clarity and control. Here’s what our setup delivered:
- Reliable Financial Reporting. With real-time reconciliations and proper accounting treatment, our client now has monthly financials they can trust for strategic decision-making.
- Smarter Inventory and Fulfillment Tracking. By resolving system flow issues, we helped streamline inventory and fulfillment – essential for a fast-moving e-commerce business.
- Time-Saving Custom Tools. Our Google Sheets-based PO/bill matching solution replaced a manual, line-by-line process with a quick, automated check – saving them hours and reducing errors.
- A Stronger Foundation for Accrual Accounting. Shifting from a cash-based system enabled more accurate revenue recognition, better forecasting, and smoother tax reporting.
- Visibility That Supports Growth. With a clearer view of operations and financials, the client can scale confidently – without second-guessing their numbers.
Most importantly, this client didn’t just go live on NetSuite. With Fusion CPA, they gained a team that understands how systems, numbers, and strategy connect. NetSuite is powerful, but expertise is what makes it profitable.
At Fusion, our NetSuite-certified CPAs bring financial insight and tech-enabled problem-solving to the table. Still facing reporting errors, clunky workflows, or operational blind spots after implementation? Contact us today.
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