Why We Start Every PSA Implementation with Accounting
July 13, 2026
People often ask why we start every PSA implementation by talking about accounting instead of service boards, ticket workflows, or automation. The answer goes back to why Visionary 360 was founded. Long before Visionary 360 existed, we were members of an MSP peer group. One of the initiatives the group had taken on was implementing Service Leadership Index (SLI). That meant redesigning the Chart of Accounts so financial reporting was consistent and meaningful across the
