Webinar

From proposal to profitability: Managing the client lifecycle in NetSuite

September 24, 2025
Event details
Date and time

Wednesday, September 24, 2025

1 p.m. ET | Noon CT

Intended audience

Partners and managers at services-based accounting firms, CPAs and project delivery leaders, CRM and ERP consultants supporting professional services, technology decision makers focused on firmwide integration.

Duration

60 minutes

CPE Credit

1.0

Fee

Complimentary

Event overview

Join RSM professional Kaitlin Walker for a comprehensive webinar designed specifically for services-based accounting firms. This session will explore how NetSuite can empower your firm to manage the full client lifecycle—from opportunity and proposal to project delivery and profitability tracking—within a single, unified platform.

What to expect:

  • End-to-end lifecycle management in NetSuite. We’ll walk through how NetSuite connects customer relationship management (CRM), project delivery and financial reporting to eliminate silos, reduce delays and improve margin visibility. See how leading firms are transforming business development and project execution through better integration.
  • Professional insights: Learn from our team’s deep experience implementing NetSuite for services organizations facing quoting, delivery and billing challenges.
  • Actionable strategies: Walk away with proven techniques to streamline workflows from lead to cash and boost client satisfaction and profitability.

This webinar will include a live Q&A session, allowing you to get personalized advice from our advisors. Whether you're aiming to eliminate system silos, enhance project execution or improve financial insight, this session will give you the tools to take control of your client lifecycle.


Presenters

Learning objectives

By the end of this presentation, participants will be able to:

  • Use NetSuite CRM to manage leads and opportunities with greater precision and collaboration.
  • Connect proposals directly to project delivery to avoid delays, scope mismatches and revenue leakage.
  • Explore milestone and time-based billing tools that reduce manual work and improve cash flow.
  • Gain full visibility into margins and project health from the moment you send the first quote.
  • See real-life applications for executive search, staffing, and architecture and engineering firms.

CPE credit

RSM US LLP is pleased to offer 1.0 CPE credit for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Specialized Knowledge and Applications | CPE: 1.0 credits

Event details
Date and time

Wednesday, September 24, 2025

1 p.m. ET | Noon CT

Intended audience

Partners and managers at services-based accounting firms, CPAs and project delivery leaders, CRM and ERP consultants supporting professional services, technology decision makers focused on firmwide integration.

Duration

60 minutes

CPE Credit

1.0

Fee

Complimentary

Register