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- Financial Advisory PSA
- Who it's for
- Regional advisory teams
Regional advisory teams
Regional offices can give each engagement a clear account owner and manager while sharing billing follow-up. A regional office can own an engagement while the account owner and delivery advisor work in different locations. Record the client owner, owning organization and engagement manager explicitly. The region on the organization record helps the Partner review where the work belongs.
How Financial Advisory PSA is set up for you
Client ownership
Record the account owner, primary contact and billing terms before work moves into active delivery.
Delivery context
Link advisor time, expenses, service lines and contractual deliverables to the engagement they support.
Commercial follow-up
Compare delivered and billed value in the Engagement Margin Desk; use fee billing status to find overdue or disputed collections.
Regional offices can give each engagement a clear account owner and manager while sharing billing follow-up. A regional office can own an engagement while the account owner and delivery advisor work in different locations. Record the client owner, owning organization and engagement manager explicitly. The region on the organization record helps the Partner review where the work belongs.
Pilot an engagement owned by a regional office with a named account owner and manager. Compare the advisor practice with the owning office before delivery begins. Record a service line and an advisory deliverable against the same engagement. The Billing Specialist follows the resulting fee billing, while the Partner uses the margin desk to open that specific engagement rather than relying on a regional total alone.
Agree who owns source corrections, approval decisions and fee collection before inviting the full practice. Rehearse direct access to a linked engagement and its evidence, then extend the pattern to more clients. [Plan the rollout](/psa-for-financial-advisory/implementation) and [review access](/psa-for-financial-advisory/roles).
Features to start with
Roles on the team
- Partner
- Owns practice oversight and commercial review.
- Engagement Manager
- Owns the engagement plan and checks delivered work.
- Advisor
- Records assigned work and delivery evidence.
- Service Reviewer
- Decides whether submitted service lines meet approval checks.
- Billing Specialist
- Tracks approved deliverables, invoices and collections.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.