PSA & Revenue Recognition
Professional services automation and ASC 606 compliance for companies with complex arrangements.
ARM is one of the most misunderstood modules in NetSuite. Most companies have it configured but not configured correctly. Revenue is still calculated manually. Fair value allocations are guesswork. ASC 606 compliance is a hope, not a certainty.
I bring deep expertise in project accounting, professional services automation, and revenue recognition—and I've fixed more broken ARM implementations than I can count.
Revenue Recognition Health Check
Deep-dive into ARM configuration, revenue treatment, and ASC 606 compliance.
Typical timeline: 2-4 weeks
Most companies have ARM configured but not configured correctly. Revenue is still calculated manually. Fair value allocations are guesswork. ASC 606 compliance is a hope, not a certainty. This assessment evaluates your ARM setup against your actual business arrangements and accounting requirements—not just whether the checkboxes are checked.
Sound Familiar?
- ✕ ARM is configured but not actually working
- ✕ Revenue recognition is manual or broken
- ✕ Audits are a nightmare
What You Get
ARM Configuration Assessment
Review of revenue recognition setup and compliance.
Revenue Treatment Documentation
SKU-level documentation of revenue recognition rules.
Recommendations Report
Future optimization opportunities.
This Is For You If...
- ✓ SaaS companies with multi-element arrangements
- ✓ Professional services firms with complex billing
- ✓ Any company where ARM is "on" but revenue is still manual
- ✓ Organizations preparing for audit scrutiny on revenue
PSA Optimization
Optimize project accounting, resource management, and billing for professional services.
Typical timeline: 4-8 weeks
Professional services companies have unique needs: project profitability visibility, resource utilization tracking, time-to-billing automation, and revenue recognition that handles complex arrangements. I've optimized PSA for technology services firms, consultancies, and agencies—connecting the dots between time tracking, project delivery, billing, and revenue recognition.
Sound Familiar?
- ✕ You can't see project profitability until it's too late
- ✕ Time tracking and billing are disconnected
- ✕ Revenue recognition is manual or broken
What You Get
Health Check Report
Complete system evaluation with prioritized remediation roadmap.
Process Documentation
Updated SOPs for key workflows.
Training Materials
Role-based training for your team.
This Is For You If...
- ✓ Technology professional services firms
- ✓ Consulting companies
- ✓ Agencies with project-based billing
- ✓ Any services business struggling with NetSuite PSA