Financial Advisory

Our financial advisors, following industry and legislative standards and best practices, can help you provide greater data confidence and smarter financial management.

Take your financial outcomes to the next level.

Align budget
and strategy

Our people help you prepare long- and short-term data-informed strategies, allowing decision-makers to make smarter choices.

Save time
and costs

Find efficiencies, eliminate time-consuming paper-based processes, and reduce duplication of work to free up your staff to focus on achieving financial goals.

Best practices & clear communication

We help you configure clear financial reports for increased transparency and communication with management, council, and the public.

Support when you
need it

Our advisors provide hands-on help, tailored advice, and software-powered assistance to help you meet deadlines—whenever you need.

Budgeting & Planning

We help you review your annual budget process to ensure it aligns with strategic plans and service needs.

  • Optimize the budget process
  • Set effective and balanced budgets
  • Reduce risk with long-term planning
  • Set the standard for future budgeting

Reporting & Statements

Be prepared to navigate sector and government accounting requirements & compliance standards.

  • Budget variance reporting
  • Departmental and management reporting
  • Configure Mid-year and year-end financial statements
  • Long-term financial plans

Finance Officer Support

Meet ever-changing compliance and regulatory requirements, financial conditions, and resource pressures.

  • Procedures and processes review and/or improvement
  • Financial policy support (TCA Policy, Asset Management Policy, Standard Accounting policies)
  • Financial data review (TCA data, AROs, chart of accounts)
  • Virtual CFO support

Achieve your financial goals.

Our team of financial advisors – combined with our powerful enterprise budgeting and asset management software – can streamline your reporting, prioritize your projects, and optimize your decisions.

Key Features

Salary Forecasting

Visually plan for anticipated events such as promotions, compensation changes, and more.

Dynamic Reporting

PSD Citywide Reporting is a dynamic tool for budget presentations, periodic variance analysis, and financial statement and forecast reporting.


Visually map your data for better planning and communication with the public, council, and management.

Capital Planning

Forecast your capital project resource requirements today and into the future.

Budget Book Prep

Set and meet your financial goals. Easily create a budget book and share data with stakeholders.

Apply scenario

See how organizational changes will impact your financial projections and revenue forecasting.

Latest Insights

Request a Consultation

Speak to an advisor to find out how PSD Citywide is helping organizations reduce costs and increase outputs with greater overall citizen satisfaction.