Julie Ferraz, Controller at NLN, Earns Halo PSA Certification
At Next Level Now, our mission is to deliver embedded financial leadership that helps Managed Service Providers (MSPs) run stronger, more profitable businesses. Today, we’re proud to recognize an important milestone: Julie Ferraz, Controller at NLN, has officially earned her Halo PSA Certification!
This certification isn’t just a credential—it’s a reflection of our commitment to staying deeply aligned with the systems that MSPs rely on every day. With Halo PSA becoming an increasingly popular Professional Services Automation (PSA) platform for MSPs, having team members who are certified experts allows us to deliver even greater value to our clients.
The Challenge Many MSPs Face with PSA Platforms
Most MSPs invest in a PSA platform like Halo PSA to centralize their operations, streamline billing, and gain better financial visibility. But many quickly discover that simply having PSA software isn’t enough.
Without the right configuration, financial oversight, and management, Halo PSA can leave MSPs with:
- Inconsistent billing and revenue recognition
- Inaccurate or incomplete financial reports
- Operational inefficiencies that slow growth
- Missed opportunities to fully leverage automation
That’s Where Next Level Now Comes In
At Next Level Now, we combine deep financial expertise with hands-on Halo PSA experience to help MSPs unlock the full potential of their PSA platform.
Our Halo PSA Support Services for MSPs Include:
1. PSA Configuration Optimization
We structure your Halo PSA setup to align with your financial model, ensuring accurate revenue tracking, clean financial reporting, and scalable processes.
2. Billing Accuracy and Revenue Capture
We help MSPs eliminate revenue leakage by ensuring all contracts, time entries, and services are billed correctly and on time.
3. Financial Visibility and Reporting
Our team builds reporting frameworks that give MSP leaders full visibility into margins, profitability by client, contract performance, and financial KPIs that drive smarter decisions.
4. Operational Efficiency
We help MSPs streamline workflows, standardize processes, and reduce administrative time through Halo PSA best practices and automation.
5. Team Training and Knowledge Transfer
With certified Halo PSA experts like Julie Ferraz on staff, we train internal teams to confidently manage and maintain the platform, avoiding costly mistakes and inefficiencies.
6. System Integrations and Data Flow
We assist with integrations between Halo PSA, accounting platforms, CRMs, and other core systems to ensure seamless, accurate data flow across the business.
Why Financial Leadership Matters in PSA Optimization
Many MSPs rely solely on their PSA vendor or internal IT staff for support. But true PSA optimization requires financial leadership that understands both operational systems and financial outcomes.
At Next Level Now, we bring decades of experience working with MSPs to improve profitability, optimize cash flow, and build financial strength — while fully understanding the PSA platforms that drive the business.
Avoid the “Set It and Forget It” Trap
Too often, MSPs go through an initial PSA implementation, only to let the system drift over time. Processes break down, financial data becomes unreliable, and billing errors accumulate. PSA optimization is not a one-time event; it’s an ongoing process that requires regular review, updates, and expert oversight.
With Next Level Now’s embedded financial leadership and Halo PSA expertise, MSPs gain a trusted partner who proactively monitors, maintains, and optimizes their PSA to support growth and profitability.
Get the Most Out of Your Halo PSA Investment
If your MSP is struggling with Halo PSA configuration, financial reporting challenges, or inefficiencies that limit your growth, Next Level Now can help. Our team understands the unique needs of MSPs and has the PSA expertise to help you fully leverage your Halo PSA platform.
You can request a discovery call and learn how our Halo PSA support services can help your MSP operate with greater clarity, efficiency, and profitability.
Contact Next Level Now to start the conversation!