Citrin Cooperman: A Leading NetSuite Consultant and Implementation Partner

We help manufacturing and distribution companies manage supply chains, streamline production, and improve financial visibility with NetSuite solutions configured for their unique operations. Our approach supports better inventory control, stronger order accuracy, and scalable growth across the consumer products and retail, distribution and logistics, food and beverage, industrial products, and manufacturing sectors.

We help life sciences and healthcare organizations strengthen compliance, improve financial oversight, and support growth with NetSuite. Our configured solutions bring structure to reporting, simplify complex operations, and provide real-time insight to meet the demands of a rapidly evolving industry.

We help not-for-profit organizations gain transparency, manage funding sources, and meet reporting requirements with confidence using NetSuite. Our solutions are designed to support mission-driven operations, enhance accountability, and improve stewardship of resources.

We help financial services firms, including private equity, hedge funds, broker-dealers, and independent sponsors, streamline portfolio management, strengthen financial controls, and improve reporting accuracy with NetSuite. Recognized with the NetSuite Spring 2025 Solution Provider Spotlight Award for our work with private equity, we deliver configured solutions that enable faster insights, greater efficiency, and scalable operations to meet the demands of a dynamic market.

We help software and field services companies improve efficiency, strengthen financial oversight, and manage projects more effectively with NetSuite. Our configured solutions support advanced resource management, streamline billing and subscription processes, and provide real-time visibility into performance metrics. This enables organizations to better align staffing, service delivery, and customer engagement while maintaining a scalable foundation for long-term growth.

NetSuite is a cloud-based enterprise resource planning (ERP) system trusted by over 43,000 middle-market companies. It helps businesses unify data, automate manual work, and gain real-time visibility across the entire enterprise. Key benefits include streamlined operations, automated processes, accurate financials and reporting, improved supply chain performance, and better management of inventory and orders.

Citrin Cooperman offers three main pillars of NetSuite services:

1. Full-Scale NetSuite Implementations: Comprehensive services to architect, configure, and deploy NetSuite to meet unique business needs, leveraging advanced capabilities for growth and improved bottom line. This includes data migration, system configuration, and custom development.

2. NetSuite Support and Optimization: Services designed to maximize the value of an existing NetSuite investment by aligning it with evolving business needs. This includes enhancing workflows, streamlining reporting, improving integrations, and unlocking underutilized features to ensure measurable ROI.

3. Rapid Implementation with NetSuite Now!: A methodology designed for growing businesses moving off QuickBooks or legacy ERPs, enabling them to go live in under 90 days. This approach is cost-effective, built on NetSuite SuiteSuccess methodologies, and provides a scalable roadmap for future expansion.

Citrin Cooperman provides NetSuite expertise across a wide range of industries, including:

• Manufacturing & Distribution: Covering consumer products and retail, distribution and logistics, food and beverage, industrial products, and manufacturing sectors. Focusing on supply chain management, production, and financial visibility.

• Life Sciences & Healthcare: Strengthening compliance, improving financial oversight, and supporting growth with configured solutions for reporting and operations.

• Not-for-Profit Organizations: Gaining transparency, managing funding, and meeting reporting requirements to support mission-driven operations. ·

• Financial Services: Including private equity, hedge funds, broker-dealers, and independent sponsors, focusing on portfolio management, financial controls, and reporting accuracy.

• Software and Field Services: Enhancing efficiency, improving project visibility, and supporting advanced resource management to better align staffing, service delivery, and customer engagement.

NetSuite Now! is Citrin Cooperman's rapid deployment methodology designed to get businesses live on NetSuite in under 90 days. It's ideal for growing businesses that are transitioning from QuickBooks or retiring legacy ERP systems, and for companies prioritizing speed, simplicity, and cost-effectiveness without compromising on scalability. It focuses on essential functionalities with a clear path for future expansion and is built on industry best practices like NetSuite SuiteSuccess.

Citrin Cooperman stands out through several key differentiators including:

• Being a “Top 5 NetSuite Solution Partner” worldwide

• One of only 7 firms on the NetSuite Advisory Committee

• Extensive experience with over 7,000 projects completed and 600+ active clients

• A team of 100+ industry specialists

• Over 30 years of experience

• Integrated expertise in other critical areas like Microsoft, Salesforce, AI, BI, and digital transformation

• A dedicated team for ongoing optimization and support who provides comprehensive strategic guidance beyond implementation.

Citrin Cooperman offers a broad array of services that extend NetSuite's impact and provide end-to-end business transformation. These include:

• AI Solutions and Consulting: Business transformation by bridging cutting-edge AI with real-world business impact.
• Digital and Cloud Solutions: Modernizing operations, leveraging AI, and connecting data across platforms.
• Outsourcing Solutions: Streamlining finance, accounting, and IT operations.
• Cybersecurity and Risk Advisory: Protecting systems and ensuring compliance.
• Tax, Assurance, and Advisory: Full-service support to optimize financial performance.
• Valuation Advisory Services: Providing strategic insights for high-stakes decisions.

Yes, NetSuite is specifically designed to address challenges like manual processes and disconnected data. It unifies data across the enterprise, automates repetitive tasks, and delivers real-time visibility. This helps businesses streamline operations, improve efficiency, ensure data accuracy, and make smarter, faster decisions. Many case studies highlight clients moving from systems like QuickBooks to NetSuite to achieve these very benefits, leading to significant reductions in time spent on tasks like reconciliations.

Clients working with Citrin Cooperman have experienced significant positive outcomes including:

• Rapid Replacement of Legacy Systems: Many companies, such as a pharmaceutical firm, quickly replaced QuickBooks with a scalable ERP using NetSuite Now!
• Transformation of Operations: A gourmet foods distributor scaled to a global manufacturer, gaining real-time visibility and streamlined processes.
• Improved Cost Accuracy and Unified Operations: A luxury jewelry manufacturer achieved unified operations and better cost accuracy.
• Faster Billing and Revenue Accuracy: A major airport terminal streamlined billing and collections with NetSuite and PowerApps.
• Automated Invoice and Reconciliation: An e-commerce distributor reduced reconciliation time from months to hours.
• Strong Financial Foundation: A hatchery transitioned from QuickBooks to NetSuite, creating a scalable financial foundation for future growth.

These examples demonstrate how Citrin Cooperman's deep implementation experience delivers measurable results and helps clients accelerate growth.