GSI Help Adds Up for Accounting Firm Seeking to Make NetSuite a High-Value Asset

About the Client

Grobstein Teeple, LLP is a public accounting and consulting firm focusing on middle-market business, entrepreneurs, high net-worth individuals, and complex consulting matters. Founded in 2013 as a boutique accounting consulting firm, GT has grown to become a fullservice public accounting firm with offices in California, Nevada, and Washington D.CGT offers a full range of services to ensure clients are always covered – litigation and insolvency consulting, fiduciary services, bookkeeping & back office support, fractional CFO, valuation, cybersecurity, assurance, and taxation. The firm’s strength lies in its ability to tackle complicated financial issues while offering the high-level technical capabilities and thoughtful approaches its clients demand. GT prides itself on possessing the same skill sets and capabilities as larger accounting firms, but with greater flexibility, superior client care, better efficiency, and lower costs.

Challenges the Client Faced

As its business grew, GT searched for an enterprise resource planning (ERP) platform to help streamline its workflows and processes for time tracking, client invoice customization, automation, and systems integration. It was using Bill4Time to manage the time and billing for both its general clientele and its bankruptcy practice—the latter of which requires a completely different invoicing strategy.

This and other nuances were creating challenges for GT, which also needed a system for its general business processes and insight into the health of the organization.

GSI's Solution

In place for about two years, NetSuite is now coming into its own at GT thanks to GSI’s SuiteCare offering. GSI’S SuiteCare is a comprehensive support offering that delivers a guided transformation of the customer’s use of NetSuite, and covers all configuration, native functionality, customization, add-on modules, integration and full-cycle development. This unique offering has included building meaningful management reports; implementing key performance indicator (KPI) data that tracks the public accounting firm’s overall health; and providing a 360-degree view into departmental and partner activities. Read the case study for more!