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Accounting & CPA Firms
Accounting Firms Solutions
NetSuite ERP for CPA firms, bookkeeping practices, and accounting service providers. Client management, billing, project tracking, and practice operations in one system.
10+ Years NetSuite Focus · Senior Developers Only · 150+ Implementations
The Problem
You manage everyone's books. Who manages yours?
Unbilled time slipping through
Time entries not captured, approvals delayed, and WIP reports that don't match what actually gets billed.
Client engagement sprawl
Engagements tracked in spreadsheets, emails, and disconnected tools. No single view of what's in progress or overdue.
Staff utilization blind spots
You don't know who's overloaded and who has capacity until it's too late to rebalance.
Billing delays and errors
Manual invoice preparation, write-offs that should have been caught earlier, and clients asking about invoices you haven't sent yet.
Accounting firms run on time, client relationships, and billing accuracy. BrokenRubik configures NetSuite to track every billable hour, manage client engagements, and give your partners visibility into practice performance—so you spend less time on your own operations and more time serving clients.
Why BrokenRubik for Accounting Firms
Practice management built on real ERP
Time & Billing
Capture time by client, engagement, and staff member. Automate billing runs with configurable rate cards and billing rules.
Engagement Management
NetSuite SuiteProjects tracks client engagements from kickoff to delivery. Milestones, deliverables, and deadlines in one place—with resource allocation and real-time WIP visibility by partner.
WIP & Realization Reporting
Real-time WIP by client and partner. Realization rates, write-offs, and billing efficiency at a glance.
Staff Utilization
NetSuite SuiteAnalytics dashboards show who's at capacity, who has billable availability, and how utilization is trending—so you can sell services people are actually available to deliver.
Practice Financials
P&L by practice area, partner, or client segment. Full financial management for the firm itself.
Client System Integration
Connect NetSuite with your tax software, document management, and client portals for a unified practice workflow.
Built for practice management
Time Tracking
Client Billing
WIP Reporting
Engagement Mgmt
Staff Utilization
Realization Rates
Partner Dashboards
Practice P&L
Talk to a specialist
No commitment required
Our Approach
Configure once, bill accurately forever.
Accounting firms have specific billing rules, rate structures, and engagement types. We configure NetSuite to match your practice model—whether fixed fee, hourly, retainer, or blended—and build the approval workflows that prevent billing errors before they happen.
- 1
Practice Discovery
Map your service lines, billing models, client segments, and staff structure.
- 2
Billing Design
Design rate cards, billing rules, write-off policies, and engagement templates.
- 3
Configuration & Workflows
Configure time entry, approval flows, WIP reports, and automated billing runs.
- 4
Data Migration
Migrate client records, open engagements, and historical billing data.
- 5
Integrations
Connect to your tax software, document management, and client communication tools.
- 6
Training & Go-Live
Train staff on time entry and billing workflows. Partners get dashboard training.
Pricing & ROI
Wondering what NetSuite costs for your industry?
Pricing depends on modules, users, and implementation scope. We've broken it down so you know what to expect before talking to any vendor.
Success Stories
Professional Services Success Stories
See how we've helped service firms improve billing and practice visibility.
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Further Reading
Go deeper on Accounting Firms
Let's talk about your practice operations
Tell us about your billing models, client volume, and current pain points. We'll show you exactly how NetSuite handles your specific practice structure.
What happens after you submit:
- 1We respond within 24 hours—usually same day
- 2A senior consultant reviews your billing model and service lines
- 3You get a clear scope and realistic timeline
No pressure. Just an honest conversation about whether NetSuite is the right fit for your firm.
Get Startedor email Email us
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Accounting Firms FAQs
Does NetSuite replace practice management software?
NetSuite covers the financial and operational layer—time tracking, billing, WIP, engagement management, and firm financials. Some firms use NetSuite alongside specialized tax or audit software for client deliverables. We configure the integration so data flows between systems without double entry.
Can NetSuite handle multiple billing models?
Yes. NetSuite supports hourly billing, fixed fee, retainer, milestone billing, and blended arrangements. We configure different rules per engagement type—a fixed-fee retainer bills automatically on the 1st of each month at a set amount, while a T&M engagement bills monthly based on approved time entries and rate cards. Billing templates prevent the common mistake of using the wrong rate or model for a client. Partner review and approval workflows run before any invoice goes out.
How does NetSuite handle client confidentiality?
NetSuite's role-based access controls let you restrict which staff see which clients, engagements, and financial data. We configure access based on your firm's confidentiality requirements.
Can partners see their own P&L and utilization?
Yes. We build partner-specific dashboards showing their book of business, utilization, realization rates, and revenue attribution. Partners get their view without seeing other partners' client details.
Does NetSuite integrate with QuickBooks for client work?
NetSuite is the ERP for your firm's own operations—not a replacement for client accounting systems. We integrate it with your document management and workflow tools, not your clients' accounting platforms.
How long does implementation take for an accounting firm?
Typical implementations run 8-12 weeks. Complexity depends on the number of service lines, billing models, and integrations. Firms with simpler billing structures go live faster.
Why BrokenRubik for accounting firms?
We understand professional services billing and know how to configure NetSuite's project and time modules for practice management. We've worked with service firms across industries and know the common billing pitfalls to avoid.
Still have questions? Drop us a message, we'd love to hear from you!
Get in touch