Do you have “niche” reporting needs? The kind that requires intricate in-depth views of specific data. One of our clients – a growing healthcare service provider – was in the same boat. Their reporting requirements didn’t fit the mold. Standard EBITDA reports and off-the-shelf templates just wouldn’t cut it. They needed rich insights: multi-layered cost categories, custom budget-to-actual comparisons, and innovative ways to track allocations across various patient populations.
To add to the challenge, they also needed a solution that could scale.
With our NetSuite custom reporting solutions, we transformed their reporting process—building tailored dashboards and dynamic financial views that delivered exactly the insights they needed to scale smarter and faster.
When they first came to Fusion CPA, they were just getting started – with only two employees and a vision. We didn’t just implement NetSuite. We grew with them. From integrating the right tools to providing hands-on accounts payable support, we evolved alongside their business needs.
NetSuite Accommodates Complex Needs
From the outset, we knew this client would need a tailored setup. Operating in a specialized area of healthcare, they required more than standard reports—they needed NetSuite custom reporting to uncover deep insights into cost-of-sales categories, build detailed budget-to-actual comparisons, and manage revenue allocation based on headcount across a rapidly expanding patient base.
Sometimes businesses are like that – they need to track highly specific data but don’t know how to get that going in NetSuite. And while it’s a powerful tool, there’s a steep learning curve. It can be challenging to connect the dots for meaningful reporting when you’re deep in day-to-day operations and unsure of how data should flow. That’s where the experts really shine.
As their staff and service population grew, so did the complexity of their accounting needs. Our NetSuite-certified CPAs remained agile and proactive. Because that’s what true accounting partners do: stabilize your processes, then use that stable base to help you grow.
- We helped launch their accounts payable function.
- Introduced Bill.com to streamline payments – then pivoted to Ramp as their payment profile changed and we saw a better fit.
- Built importable allocation templates for revenue and expense distribution.
- Automated key parts of their reporting process.
The best part? We stayed flexible in our role, adjusting to their needs at every phase of growth – as active financial partners, not just support.
The greatest benefit to the client? It goes beyond just knowing accounting laws and regulations. Our CPAs understand NetSuite beneath the surface – a combination that’s rare in today’s market. Crunching numbers isn’t enough. We implement best practices to ensure compliance, but we also interrogate the data, flag blind spots, and optimize financial processes to support ongoing growth.
The Results: NetSuite Reporting Built for Scale
With the right tools and our ongoing support in place, we helped this client achieve:
- Accurate, customized NetSuite reporting tailored to their unique healthcare model.
- Faster, more scalable AP processes that evolved alongside their growth.
- A financial infrastructure that scaled with them and adapted to their changing needs.
Need a partner that grows with you? Fusion CPA can help you build a smarter, more adaptable financial foundation that scales with your business. Contact us today!
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