Episoder

  • In this episode, Jake discusses the robust functionalities of Inforcer, a software platform designed by and for MSPs to manage Microsoft policies across customer tenants. He elaborates on the platform's role in centralising policy management, enabling time savings, reducing risk, and creating new revenue streams for MSPs. Jake explains the challenges MSPs face without such a tool, the competitive landscape, and how Inforcer complements rather than competes with tools like Octiga and CIPP. He addresses the need for MSPs to educate their clients about the evolving security landscape and how Inforcer aids in policy enforcement and compliance. The conversation also touches on the importance of continuous improvement, client education, and setting appropriate expectations in a managed service environment.

    00:00 Introduction and Welcome

    00:24 What is Inforcer?

    01:21 Market Position and Competitors

    02:56 Business Case for Inforcer

    05:50 Revenue Streams for MSPs

    09:08 Pre-Sales Auditing Tool

    11:20 Challenges and Solutions

    15:35 Microsoft's Role and Future

    18:04 MSP Market and Security

    21:16 Client Expectations and Education

    28:19 Conclusion and Contact Information

    Connect with Jake Webber-Cadby on LinkedIn by clicking here – https://www.linkedin.com/in/jake-webber-cadby-92477a111

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Simon discusses the CyberDrain Improved Partner Portal (CIPP), an Azure app designed to streamline the administration of Office 365 tenants for Managed Service Providers (MSPs). Simon explains the features, benefits, and cost-effectiveness of this open-source tool, which allows MSPs to manage multiple tenants from a single platform. He highlights its rapid release cycle, integrations with other tools like Hudu and Ninja, and its ability to enhance first and second-line support productivity. Additionally, Simon addresses common concerns about open-source software, emphasising the robust support community and ongoing development behind CIPP.

    00:00 Introduction and Welcome

    00:21 Overview of CIPP

    01:12 Cost and Hosting Options

    02:50 Core Features and Functionality

    06:08 Open Source and Community Support

    17:16 Implementation and Best Practices

    23:41 Conclusion and Contact Information

    Connect with Simon Butler on LinkedIn by clicking here – https://www.linkedin.com/in/sembee/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

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  • In this episode, Adam and Daniel welcome Dean to discuss the nuances of recruitment and retention within the Managed Service Provider (MSP) industry. This conversation touches upon the challenges MSPs face, particularly around outsourcing and attracting the right talent. Dean elaborates on the importance of having a robust employer brand, effective onboarding processes, and the significance of personalised development pathways. The discussion also covers modern benefits that appeal to candidates, including flexible working arrangements, mental health support, and unique perks like sabbaticals. Practical advice on ensuring operational stability while embracing flexibility, as well as proactive strategies to mitigate the risk of employee attrition, provides substantial value for MSP owners and hiring managers alike.

    00:00 Introduction and Welcoming Dean

    00:26 The Irony of MSPs Resisting Outsourcing

    01:37 Best Practices in Recruitment

    03:01 Attracting the Right Candidates

    03:46 Importance of Employer Branding

    05:42 Benefits and Work-Life Balance

    08:26 Flexibility and Hybrid Work Models

    15:22 Onboarding and Retention Strategies

    21:57 The Role of Job Descriptions

    24:30 Employer Branding and Values

    31:10 Conclusion and Contact Information

    Connect with Dean Watmough on LinkedIn by clicking here – https://www.linkedin.com/in/dean-watmough-b0a05513/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Dan Ellis, founder of PCPowerSave, discusses the inspiration behind his SaaS application designed to reduce energy consumption on computer systems. He details the challenges it addresses, particularly amid rising electricity costs in Europe. Dan outlines how his software surpasses standard power settings by providing detailed reports and automated optimisations, enabling significant cost and environmental savings for businesses. The conversation also touches on market strategies, operational details, and the product’s adoption among MSPs and enterprises, highlighting future plans for scaling and collaborations.

    00:00 Introduction and Icebreaker

    00:33 The Energy Consumption Challenge

    01:15 How the Software Works

    01:49 Optimising Power Settings

    02:50 Reporting and Additional Features

    04:26 Target Market and Pricing

    06:11 Energy Savings and Use Cases

    12:17 Environmental Impact and Business Values

    18:49 Scaling the Business

    24:00 Conclusion and Final Thoughts

    Connect with Dan Ellis on LinkedIn by clicking here –https://www.linkedin.com/in/djwellis/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode of 'It's a Number Game' podcast, Adam Morris from the MSP Finance Team introduces viewers to FIRECalc, an online tool for evaluating business valuation and retirement planning.

    Discover why it's crucial to get the right valuation for your business, the risks associated with undershooting or overshooting your financial targets, and how to use historical data since 1873 for more accurate projections. Learn to set realistic spending and portfolio goals, adjust for various financial scenarios, and understand the impact of different spending models and portfolio strategies. This tool empowers you to make well-informed financial decisions based on historical evidence.

    00:00 Introduction to the Podcast

    00:31 Introducing the FIRECalc Tool

    01:15 Understanding the Importance of Accurate Valuation

    02:33 Getting Started with FIRECalc

    03:19 Running Initial Scenarios

    07:34 Adjusting for State Pensions and Spending Models

    11:10 Exploring Portfolio Adjustments

    15:56 Final Thoughts and Additional Considerations

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

  • This episode addresses key financial management strategies for Managed Services Providers (MSPs).

    Dan Welling emphasises the importance of understanding whether you want to apply pressure or take pressure when it comes to your finances, suggesting that those on top of their finances have leverage over banks. He highlights common financial misconceptions and problems faced by MSPs, such as over-relying on bank balances, misrecognising revenue, and not regularly reviewing profit and loss statements. The session delves into the significance of management accounts, explaining the concept of a chart of accounts and its role in accurately tracking revenue, costs, and overall financial performance. Dan provides practical insights into valuing MSP businesses using various methods like annual recurring revenue and EBITDA multiples. Lastly, the discussion covers the MSP market landscape, considerations for mergers and acquisitions, and the importance of contractual revenue and deal structure for building and realising business value.

    00:00 Introduction and Warm-Up

    00:05 Understanding Financial Management for MSPs

    01:03 Common Financial Mistakes in MSPs

    01:49 Introduction to Management Accounts

    03:34 Chart of Accounts Explained

    04:38 Revenue and Cost of Sales

    11:52 Valuation Methods for MSPs

    13:51 Market Overview and M&A Insights

    27:28 Importance of Contracted Revenue

    34:15 Q&A and Closing Remarks

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

  • In this inaugural podcast appearance, Gary Lucas, an independent financial advisor from Burlington Associates, discusses the critical aspects of business protection. He highlights the importance of various insurance products including death in service, income protection, private medical cover, and critical illness cover for employees. Gary also delves into key person cover and share protection for business owners, explaining how these measures safeguard businesses and ensure continuity. The podcast provides insightful advice for employers on how to implement these protections effectively and underscores the significance of these benefits in employee recruitment and retention.

    00:00 Introduction and Welcoming Gary

    00:57 Setting the Scene: Gary's Background

    02:00 Understanding Business Protection

    03:22 Employee Benefits: Death in Service

    07:58 Employee Benefits: Income Protection

    12:04 Employee Benefits: Private Healthcare

    19:58 Employee Benefits: Critical Illness Cover

    25:26 Business Owner Protections: Key Person Cover

    27:54 Business Owner Protections: Shareholder Protection

    34:37 Conclusion and Contact Information

    Connect with Gary Lucas on LinkedIn by clicking here – https://www.linkedin.com/in/garyjlucas

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

  • In this episode, Daniel and Adam are joined by Ian Vickers from Met Cloud for a deep dive into the evolution and future of security operations centers (SOCs) for managed service providers (MSPs). Ian discusses the journey from traditional MSP environments to developing innovative AI-driven SOC solutions that could disrupt the current market. Key topics include the challenges of early cloud security, the development of AI tools to augment SOC analysts, and the introduction of cost-effective AI solutions for smaller clients. They also cover the importance of standards and accreditations, the necessity of thorough client education, and the critical role of effective incident response planning. The discussion underscores the evolving landscape of cybersecurity and the opportunities it presents for MSPs to provide more advanced and efficient security services.

    00:00 Introduction and Greetings

    00:25 Ian's Background and Early Cybersecurity Journey

    01:17 Challenges in Cloud Security and Early SOC Development

    03:15 Innovations in AI for Security Operations

    05:21 Transition from MSP to Technology Provider

    07:57 Understanding SOC and Security Standards

    12:54 Client Needs and Risk Management

    25:13 Cyber Incident Response Planning

    31:22 Final Thoughts and Shameless Plug!

    Connect with Ian Vickers on LinkedIn by clicking here – https://www.linkedin.com/in/ivickers/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Paul from Knight Corporate Finance discusses the firm's approach to advising technology companies on mergers and acquisitions, funding, and exit planning. He highlights the importance of understanding business objectives and the dynamics of the current market. Paul provides advice for both buyers and sellers, focusing on factors like business size, customer profile, and funding readiness. Additionally, he talks about the state of the market, the impact of interest rates, and offers tips for companies preparing for transactions. The episode also introduces Knight's online scorecard tool for assessing transaction readiness.

    00:00 Introduction and Welcome

    00:11 Knight Corporate Finance Overview

    01:33 Understanding the Buy-Sell Dynamics

    03:28 Best Practices for Buyers

    05:43 Funding Insights and Minimum Requirements

    12:41 Market State and Trends

    18:34 Valuation Factors and Key Drivers

    24:25 Transaction Readiness Scorecard

    27:18 Final Thoughts and Advice

    Connect with Paul Billingham on LinkedIn by clicking here https://www.linkedin.com/in/paul-billingham-5a89591/

    Connect with Daniel Welling on LinkedIn by clicking here https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Peter Bell discusses his journey in the Managed Service Provider (MSP) industry, highlighting his longstanding business in Melbourne and his 14-year experience with offshoring in the Philippines. The conversation covers various topics crucial for MSPs, such as the benefits and challenges of staff augmentation, the shift towards remote support, and the increasing acceptance of remote teams due to the COVID-19 pandemic. Peter also emphasises the importance of maintaining strong client relationships, the evolving role of MSPs within their clients' businesses, and the opportunity and risk posed by globalisation. The episode wraps up with insights into making an MSP business profitable and the critical balance between local and international service delivery.

    00:00 Introduction and Welcome

    01:10 Peter's Background and MSP Business

    01:37 Offshoring Business in the Philippines

    02:25 TechnoGlobal's Staff Augmentation Model

    05:44 Challenges and Benefits of Offshoring

    07:29 Impact of COVID-19 on Business Growth

    12:13 Globalisation of MSPs

    16:38 Maintaining Client Relationships

    20:10 Balancing Local and Offshore Teams

    24:52 Training and Development

    26:07 Evolving Role of MSPs

    31:39 Conclusion and Shameless Plug

    Connect with Peter Bell on LinkedIn by clicking here – https://www.linkedin.com/in/techno-pete/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Jane discusses the paradox within the Managed Service Provider (MSP) industry where companies readily outsource IT management but hesitate to outsource recruitment. The conversation delves into the inefficiencies and costs of in-house recruitment, the value of specialized recruiters, and the significance of cultural and technical fit in hiring. The challenges of the recruitment industry, perceptions of integrity, and effective strategies for MSPs to select and collaborate with recruiters are also highlighted. Jane shares insights from her extensive experience and provides thoughtful perspectives on future trends in recruitment and workforce management.

    00:00 Introduction and Episode Title Reveal

    00:09 The Irony of MSPs and Recruitment

    01:44 Breaking Down Recruitment Costs

    02:47 The Recruitment Process: Steps and Challenges

    05:43 The Role of Recruiters and Industry Perception

    08:41 Ethics and Integrity in Recruitment

    17:29 Finding the Right Fit: Behavioural and Technical Skills

    19:52 Long-term Planning and Recruitment Strategies

    22:25 Counter Offers and Salary Negotiations

    25:23 In-house Recruitment vs. External Recruiters

    27:11 Future of Recruitment in a Global Workforce

    29:44 Conclusion and Shameless Plug

    Connect with Jane Matthews on LinkedIn by clicking here https://www.linkedin.com/in/janematthewsitrecruiter/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • In this podcast episode, Robin from Canalys joins the show to discuss the MSP sector. Robin provides an overview of Canalys, an independent research firm focused on the channel, and explains their role in gathering and analysing data to present trends and insights. The conversation delves into the classification and growth of MSPs globally and in the UK, the different models MSPs use, and the financial metrics crucial for MSP success. Robin also shares valuable advice for MSPs on customer selection, optimizing service offerings, and future growth projections, particularly in cybersecurity services.

    00:00 Introduction and Welcome

    00:39 Overview of Canalys

    02:03 Geographic Breakdown of Partners

    03:50 Classifying MSPs and Revenue Breakdown

    12:12 Kaseya's Impact on the MSP Market

    20:41 Trends in the MSP Marketplace

    27:33 Future Projections and Growth Areas

    33:29 Call to Action and Conclusion

    Connect with Robin Ody on LinkedIn by clicking here – https://www.linkedin.com/in/robin-ody-b410a730/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Barney answers listener questions about navigating pension fund performance, risk, and fees. The discussion addresses key differences between workplace and self-managed pensions (SIP), the importance of examining fund fact sheets, and understanding total investment costs, including fees from financial advisors. Barney emphasizes investing time in financial education to make informed decisions and highlights the benefits of low-cost investing. The episode also touches on pension protection, asset allocation, and the impact of compounding over time. Finally, listeners get a realistic look at retirement strategies and the significance of planning ahead.

    00:00 Introduction and Agenda Overview

    00:18 Understanding Pension Fund Performance and Risk

    01:18 Workplace vs. Self-Managed Pensions

    03:18 Importance of Fund Fact Sheets

    04:25 Customer Service and Getting Help

    07:42 The Impact of Fees on Pension Growth

    13:48 Starting a Pension at 50: How Much to Invest

    22:32 Pension Protection vs. Bank Deposits

    29:56 The Power of Compounding and Asset Allocation

    33:37 Conclusion and Final Thoughts

    Connect with Barney Whiter on LinkedIn by clicking here – https://www.linkedin.com/in/barney-whiter-5474731/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode, Daniel and Paul discuss important facets of the modern security landscape with a special focus on Managed Service Providers (MSPs). They explore how enterprise-level security services migrate to MSPs due to increasing adversarial threats. Paul, with over 20 years in the industry, delves into the evolution from antivirus to Endpoint Detection Response (EDR) and Managed Detection Response (MDR), emphasising their operation and costs. They further discuss the pressing importance of securing SaaS applications like Microsoft 365, driven by the shift to cloud computing during COVID. The episode highlights the continuous battle between good and evil in cybersecurity and the importance of MSPs adapting their services to these evolving threats. Paul also provides insights into the rapid development and market introduction of new security solutions, underscoring the need for continuous education and strategic adoption of new tools by MSPs.

    00:00 Welcome and Introduction

    00:03 Understanding the Security Landscape

    00:35 Evolution of Security Services for MSPs

    02:10 Explaining EDR and MDR

    03:45 Challenges and Costs for MSPs

    05:01 The Shift to Cloud Security

    06:18 SOC and NOC: Roles and Responsibilities

    14:43 Impact of COVID on Security

    17:29 Developing Security Solutions at Pace

    22:00 Commercial Strategies for MSPs

    28:52 Conclusion and Final Thoughts

    Connect with Paul Barnes on LinkedIn by clicking here –

    https://www.linkedin.com/in/paulwbarnes/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • Why You Should Listen:

    Understanding BCDR Layers: Learn the critical differences between backup, disaster recovery, and business continuity to enhance your MSP strategy.

    Practical DR Planning: Discover a four-step process to create a comprehensive disaster recovery plan, including real-world applications and essential team roles.

    Monetise DR Services: Gain insights on how MSPs can effectively price and sell disaster recovery and business continuity services, turning them into profitable recurring revenue streams.

    Connect with Melvyn White on LinkedIn by clicking here – https://www.linkedin.com/in/melvyn-white-7b69614/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • Why Tune In?

    Understand Payment Innovations: Dive into the evolution of payment methods within the MSP sector, with a special focus on overcoming objections to automated payment systems. Learn About Seamless Integration: Discover how new platforms like Zomentum are addressing the gaps in payment processing by integrating directly with accounting software, making your financial operations smoother. Strategies for Boosting Cash Flow: Gain insights on how MSPs can streamline their payment processes to enhance cash flow and reduce the administrative burden of manual payment collections.

    Join us to explore these crucial financial strategies that can transform the way MSPs handle payments, ensuring efficiency and growth in your operations.

    Connect with Ben Spector on LinkedIn by clicking here

    https://www.linkedin.com/in/benspector1/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode you will learn:

    The pitfalls of diving into marketing tactics without a solid strategy. How Targeting and niching down can drastically simplify and enhance your marketing efforts. How to avoid wasting time and resources on ineffective practices.

    Tune in to pick up these valuable insights that can help you navigate the complexities of marketing for MSPs!

    Connect with Tim Fitzpatrick on LinkedIn by clicking here – https://www.linkedin.com/in/timpfitzpatrick/

    Connect with Daniel Welling on LinkedIn by clicking here https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

    We look forward to catching up with you on the next one. Stay tuned!

  • Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris.

    Why Listen to This Episode?

    This episode delves into ConnectWise's "Pitch It" program, spotlighting its role in empowering the next wave of entrepreneurs in the MSP Vendor ecosystem. With insights from the ConnectWise team, listeners will explore the challenges and opportunities in transitioning from MSP to vendor, alongside the community and mentorship benefits within the Pitch It initiative.

    Why you should listen:

    Discover how Pitch It nurtures startup vendors, offering financial incentives, mentorship, and a platform for growth. Learn the importance of community support and mentorship in transitioning from MSP to vendor and thriving within the ecosystem. Gain practical advice on product development, securing investment, and leveraging community resources for success.

    Connect with Dan Scott on LinkedIn by clicking here

    – https://www.linkedin.com/in/danjpscott/

    Connect with Mike Zornow on LinkedIn by clicking here

    – https://www.linkedin.com/in/michael-zornow-a79a1323/

    Connect with Sean Lardo on LinkedIn by clicking here

    – https://www.linkedin.com/in/seanlardo/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

  • In this episode of "It's a Numbers Game," Daniel and Adam are joined by Kosta Karatamoglou and Caitlin McGregor from Supportwave. They dive into the evolving gig economy and how it's reshaping the MSP landscape.

    Here are three reasons why you should tune in:

    Discover how the gig economy is creating flexible work opportunities for both MSPs and IT professionals. Learn about the rise of fractional roles and how they provide high-level expertise without full-time commitments. Understand the impact of AI and globalization on the future of remote and on-site IT support.

    Join us for a fascinating discussion about the future of work in the MSP industry!

    Connect with Kosta Karatamoglou on LinkedIn by clicking here

    https://www.linkedin.com/in/kosta-karatamoglou-2b33275b/

    Connect with Caitlin McGregor on LinkedIn by clicking here

    – https://www.linkedin.com/in/caitlin-m-b9b224149/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.

  • In this episode, you'll learn:

    How AI and automation can boost efficiency and profitability in your MSP. Practical examples of AI applications, from sentiment analysis to multilingual support. The benefits of leveraging your PSA data to improve ticket resolution and onboarding processes.

    Connect with Mark Pennington on LinkedIn by clicking here – https://www.linkedin.com/in/mrpennington/

    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/

    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris

    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/

    We look forward to catching up with you on the next one. Stay tuned!

    We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth.