The client
Decides and approves.
The client makes the decisions and gives the approvals that belong to them.
How it works
One ongoing relationship for matters that involve many professionals.
Financial Administration Co. provides one ongoing relationship for matters that may involve several different professionals and institutions. We help determine who should handle a request, coordinate the administrative work, and remain available when further help is needed.
The working relationship
The working relationship
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01
Start with the need.
Tell us what requires attention. We establish the relevant facts, what needs to happen, and who is already involved.
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02
Bring in the appropriate expertise.
We work with suitable existing providers or help identify an independent specialist whose work fits the need.
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03
Coordinate the administrative work.
We organize information, communication, paperwork, handoffs and follow-up where our involvement is useful.
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04
Keep the relationship available.
The client can return with new matters or continuing administrative work. The goal is continuity, not starting over with a new collection of providers each time.
Three distinct responsibilities
Each party keeps the responsibilities that belong to them.
Financial Administration Co.
Coordinates.
Financial Administration Co. coordinates specialist relationships and the administrative work it has agreed to handle.
Independent specialists
Advise and perform the work.
Independent specialists provide their own professional advice and services and remain responsible for their work.
Direct contact stays simple
A point of contact, not an additional gatekeeper.
Clients can communicate through Financial Administration Co. or directly with the specialists involved, whichever is more convenient. We are a point of contact, not an additional gatekeeper. Where a specialist is already handling a matter properly, we do not duplicate their work.
One connected network
Useful in more than one direction.
A specialist may have a client who needs expertise outside that specialist's field. Where appropriate, that client can be connected with another specialist through the network. The relationship continues to create value for clients and providers rather than ending with a single introduction.
How the service is paid for
Consolidated billing for agreed services.
The business is built around an ongoing Financial Administration Co. relationship and consolidated billing for agreed services. Independent specialists are compensated for the work they perform, while Financial Administration Co. charges for coordinating and maintaining the service.
The scope, fees, included services and any additional charges are explained as part of the client arrangement. Specialist selection is based on suitability, not on which provider would produce the largest margin or return a referral.
Start with what needs attention.
Tell us briefly what you need help with, or ask how the service works.
Contact