It's a Numbers Game

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 do's and don'ts to achieve MSP financial growth. Barney Whiter also known as the escape artist, joins Adam and Daniel to explore what to do if you actually, make some money! We talk about avoiding traps such as lifestyle inflation, de-risking by building wealth, achieving financial freedom and viewing personal finance as you would a business with a P&L and Balance Sheet. Barney encourages self-education, starting with classic books such as "The Millionaire Next Door", "Your money or your life" and "Rich Dad, Poor Dad" whilst discovering the real secret is compounding. We had plenty of laughs recording this episode, exploring Daniel's sub-optimal financial decisions in the past, including a £1million Vauxhall, ending on a positive that there is always still time to take action. Connect with Barney Whiter on LinkedIn by clicking here - linkedin.com/in/barney-whiter-5474731 Check out and discover more about financial freedom by clicking here - https://theescapeartist.me/ 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 Adam and Daniel are joined by entrepreneur Orrin Klopper founder of Netsurit, an acquisitive US-based MSP. We cover funding, cash, acquisition targets, integration methods, building pipelines and of course the importance of good accounting standards! We explore the positive impact on the MSP market on private equity, the quantification of culture and the impact on the bottom line. Connect with Orrin Klopper on LinkedIn by clicking here - linkedin.com/in/orrinklopper 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Adam and Daniel are joined by Shaun McNamee, who at the time of recording was CEO of Inbay, and now Financial Director of Inbay and Uptime, following the 2023 merger! Wisdom shared included, outsource the non-core, what else can you sell and what will deliver the highest value? We reviewed hybrid working challenges and opportunities for MSPs, Master MSPs, and end clients, which has ultimately led to improved access to talent for MSPs. A change for many in the market now enjoying portfolio careers with a global footprint, leading to diversity of choice for MSPs Finally, we explored how best to start outsourcing by picking the low hanging fruit being, NOC then first line, working up to projects. The key message being just to start! We look forward to a future episode to explore Shaun's mergers and acquisitions (M&A) experiences gained working with KPMG and PWC, and what MSPs can take away. Connect with Shaun McNamee on LinkedIn by clicking here - linkedin.com/in/shaunmcnamee 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Funny and full of great tips, such as Teams v Zooms, this episode featuring our 'regular guest' Paul Green moves from lead generation to beginning the sales process. Starting with preparation including reviewing the call recording, from when the appointment was booked, and research on LinkedIn and Companies House. Just like a 'first date', listen more than talking, with lots of open questions, and allow more than the scheduled 15 minutes, ending before it's finished though with a presumptive close for the next meeting. Then getting ready for the 'second date' in-person meeting, mapping all decision makers or influencers, arriving early with a spare shirt parking options, and scheduling the close. This is a deliberately longer episode than usual and worth the time investment for any MSP looking to improve sales outcomes. Connect with Paul Green on LinkedIn by clicking here - linkedin.com/in/paul-green-msp-marketing 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. All the way from a windy Chicago, we are joined by Daniel Wang founder of MSPbots exploring the automation of nagging and praising your MSP team (senior leaders and owners), around activities such as time entry and taking a break. We also outline the MSP Finance Team Community Benchmarking initiative, and invite listeners to get involved in contributing too and benefiting from MSP financial data; by smoothing out the incompatibilities of different chart of accounts with easy implementation. Making data-driven decisions allows more efficient and effective MSP growth, and we enjoyed chatting with Daniel Wang about how to achieve this in your MSP. Connect with Daniel Wang on LinkedIn by clicking here - linkedin.com/in/danielxwang 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Paul Green joins Adam and Daniel for this episode and successfully answers Adam's 17-questions in 1-go, starting with why MSP marketing is so difficult; Uneducated customers, who make decisions based on emotions, pick an MSP based on likeability! So how should an MSP approach the market? Paul outlines 3 steps; build multiple audiences (LinkedIn and email), build relationships (content marketing), then commercialise (calling to convert leads to prospects and identify the right time to buy). We also cover Inertia loyalty, bonded-clients and finally an array of KPIs for leads, dials, decision maker conversations, appointments, ratio to revenue, before agreeing a one simple KPI all MSPs could start with. Connect with Paul Green on LinkedIn by clicking here - linkedin.com/in/paul-green-msp-marketing 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Adam and Daniel are joined by Paul Fuge, formerly of Inbay and now a founding member of the Pia UK team to help us understand the difference between AI, machine learning and process automation, whilst introducing AIdesk, a tool for MSPs of all sizes. Financial ROI is explored, starting with the easier to track time saving for tickets, such as reduced diagnosis labor, leading to improved operational efficiency and then evaluating the harder to quantify benefits of reduced team and customer churn, from automating mundane and error prone tasks. Connect with Paul Fuge on LinkedIn by clicking here - https://www.linkedin.com/in/mrpaulfuge/ 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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, Adam and Daniel are joined by Mark Simons from Prime Networks, who shares 'at least' five tips whilst describing his M&A journey including the benefits of sellers being advised, managing customer expectations, target qualification, cross-selling and integration. Connect with Mark Simons on LinkedIn by clicking here - linkedin.com/in/mark-simons-a4523412 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 are joined by Dan Scott and Sean Lardo from ConnectWise talking us through 'modes theory' and how this helps MSP owners and leaders understand where they are and how best to work with each other. Whilst listening, check out https://www.connectwise.com/resources/modes-theory to acclimate to the terminology and how to apply what you learn to developing your business, ambitions and relationships. Hear how understanding modes can lead to margaritas and marketing! Connect with Dan Scott on LinkedIn by clicking here - linkedin.com/in/danjpscott Connect with Sean Lardo on LinkedIn by clicking here - 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Dave Sutton, founder of Wingman is our guest for an insightful and controversial discussion around the challenges and opportunities for MSP client acquisition. Dave takes us through lead generation ratios, highlighting the difference to be expected between referral and cold originated leads, resulting in 'scary' lead generation budgets for some! Adam drives the calculator, with Daniel on standby with the abacus to calculate lifetime margin and profitability from a new client, reminding us that the service delivery needs to be efficient to realise the margin and effective to maintain client satisfaction and reduce attrition. We sanity check against business valuations and consider non-recurring margin opportunities whilst balancing the debate between small and perfectly formed versus bigger and less optimised! We did all for the most part agree, and if you have 22-minutes to invest in your sales and marketing strategy, listen in to this episode! Connect with Dave Sutton on LinkedIn by clicking here - linkedin.com/in/dave-sutton-870090154 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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, we are joined by not just an MSP owner but also a qualified accountant, Steve Ross from Shackleton Technologies. With Steve's rare blend of perspectives, we explore 'what good likes like' for MSPs to gain and retain financial control of their business, from bookkeeping, chart of accounts, budgeting and reporting. Connect with Steve Ross on LinkedIn by clicking here - linkedin.com/in/steveross11 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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, we are joined by Scott Riley talking us through the Cloud Nexus journey to date, with outsourcing key to discovering and refining their offering, having pivoted from direct to end user to MSP-channel. Directly unlocking financial benefits and building value. From "Jack of all trades, master of none" evolving to "Just say, no" MSPs could outsource finance and HR, but what about helpdesk and marketing? Outsourcing, niching, partnering, nurturing relationships, the changing MSP landscape and mindset are explored with some potentially controversial conclusions. Connect with Scott Riley on LinkedIn by clicking here - linkedin.com/in/scottriley76 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Raul Balchin-Qais of Marketopia is our guest for this episode, sharing what MSPs can do before engaging a marketing agency, including hiring lead generating sales people, stimulating referrals and establishing a customer niche. We explore the cliché of "if you are in business, you are in sales", the difference between 'hunters' and 'farmers', the right environment to recruit experienced and novice sales people and even touching on commission models. Connect with Raul Balchin-Qais on LinkedIn by clicking here - linkedin.com/in/raulqais 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 are joined by Kim Simmonds from Law 365, a law firm specializing in helping Microsoft Partners including MSPs. Kim talks us through the top 3 clauses being term & termination, service level agreements (SLA), and Microsoft New Commerce Experience (NCE). We explore minimum term, automatic renewal, price increase, service credit and understand better two key legal terms "time is of the essence" and "exclusive remedy" and how critical contracts are to supporting your business valuation. Read the 2022 Law 365 Microsoft Partner Insights - https://www.law365.co/blog/microsoft-research Connect with Kim Simmonds on LinkedIn by clicking here - linkedin.com/in/kimsimmonds 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!

Welcome to the seventeenth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. Adam and Daniel are joined by Andrew Eardley from MSP Easy Tools for initially a trip down memory lane to the 'good old days' of Small Business Server and the adaptation of IT Support Businesses to MSPs, recurring revenue, and Microsoft Office 365. This stimulated the topic for the episode "If We Knew Then What We Know Now", including three tips; Take a chill pill, MRR is King, and Have a Plan! Andrew, Adam, and Daniel surface lots of value within these areas with actionable takeaways for our listeners, so let us know what you will change in your business following this episode, that your future self will thank you for in 25 years or maybe sooner! Connect with Andrew Eardley on LinkedIn by clicking here - linkedin.com/in/andrew-eardley 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!

Welcome to the sixteenth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 we are joined by Dan Scott and Sean Lardo from ConnectWise and surface our top 3 tips for financial management; Starting with 'revenue velocity' from quoting and wining business through to accurate and timely billing, crucial to quantity and quality of cashflow. Cash then becomes the next focus, where Dan advises tightening up on the granting of credit to customers and the payments approved to suppliers, and Sean highlights the importance of being open to creative new business opportunities. New opportunities could be starting relationships with younger businesses so you are best placed for when they are ready for your core managed service and finally co-managed and working with internal IT teams. In summary, sell more, control costs and be more efficient...You have to listen for the details though! Finally, check out 'Modes' ahead of the next episode with Dan & Sean - https://www.connectwise.com/resources/modes-theory Connect with Dan Scott on LinkedIn by clicking here - linkedin.com/in/danjpscott Connect with Sean Lardo on LinkedIn by clicking here - 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!

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 are joined for this episode by David Howard, M&A specialist of MKLINK, buying and selling in the MSP space. With David experiencing 50% of deals failing after Heads of Terms we explored the top 3 barriers to getting a deal to completion. We failed to only pick 3 though, thus the episode title! We talk about and share tips for deal attributes including; accounting and legal advisors, relationship of buyer and seller, deal momentum and when to start your 'data room'. Connect with David Howard on LinkedIn by clicking here - linkedin.com/in/davidhoward063 Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ 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!

Welcome to the fourteenth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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 are joined for this episode by Janet Birch of 1-Fix, as a direct result of discussion from an earlier episode, as Janet was keen to share her views and experiences on what works for MSP new business development. Janet very openly shares her winning tactics including networking, attending events and educating prospective customers, driven by the 'know, like and trust' model. Finally, we talk about KPIs, and how best to manage a team member in the new business development role. Connect with Janet Birch on LinkedIn by clicking here -linkedin.com/in/janet-b-b561b3a0 Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ 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!

Welcome to the thirteenth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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. This episode is packed with value from our guest, Lodewijk "Louis" Veldhuijzen founder of MSP Launchpad. Get to learn more about two of the most powerful 'three-letter' abbreviations in the MSP market, PPC (Pay Per Click) and SEO (Search Engine Optimization). Louis guides us clearly through the differences, what ROI to expect, when to use and how much to spend. We also talk about how the MSP status affects PPC and SEO, exploring topics such as geography, maturity of sales and delivery capabilities. Connect with Lodewijk "Louis" Veldhuijzen on LinkedIn by clicking here - linkedin.com/in/lodewijk-veldhuijzen Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ 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!

Welcome to the twelfth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling. 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, we are joined by investment director Nicholas Ashford from Zenzero. Nicholas and Daniel chat about the Zenzero M&A journey so far, starting with Nicholas's background. We learn about the Zenzero preference to fully integrate acquisitions and the impact this has on onward valuation and experience for all stakeholders. A fascinating insight into an investor and acquirers' approach to the MSP market. Connect with Nicholas Ashford on LinkedIn by clicking here - linkedin.com/in/nicholasashford Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ 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!

Welcome to the eleventh episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. 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, we talk with Chris Timm, an MSP Business Coach and the author of PSA Profitability. This episode revolves around the top three (3) PSA mistakes: 1. Not choosing your PSA correctly. 2. Not using all of the features that your PSA platforms offer. 3. Bad data and time entries. Chris, Adam, and Daniel chat through the mistakes and how to avoid them so definitely worth a listen! Get to know Chris Timm and PSAs by reading his recent book at psaprofitability.com Connect with Chris Timm on LinkedIn by clicking here - https://www.linkedin.com/in/christimm Connect with Adam Morris on LinkedIn by clicking here - https://www.linkedin.com/in/adamcmorris Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ 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!

Welcome to the tenth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling special guest, Mike Knight. 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, tips, and tricks, and dos and don'ts to achieve MSP financial growth. In this episode, we talk with Mike Knight, whose day job is writing content for a private group of MSPs however today we explore NPS – Net Promoter Score, a topic Mike has written a white paper on. Mike explains in great detail what an NPS is, how best to measure it, and crucially how mastering this number can help MSPs increase referrals, reduce attrition and grow their profits. We also explore how NPS compares with CSAT and the actionable insights possible from measuring both. Get in touch with Mike's content ideas and writing niche by clicking – mklink.co.uk Connect with Mike Knight on LinkedIn by clicking here - linkedin.com/in/mikeknightmklink Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ 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!

Welcome to the ninth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, we talk with John Snead, Chief Executive Officer of Danescor, an off-market exchange facilitating M&A (Mergers & Acquisitions) transactions and fund raisers in the mid-market. We talked about the past, present, and future of MSP mergers and acquisitions. John highlighted how the MSP space has grown predominantly over the last 20 years due to the evolvement of recurring revenue, offering certainty of income for the buyer. We looked a great case study for the market; Content+Cloud, whose acquisitions included IT Labs, Content & Code, starting with an in-territory buy and build model, then adding cross-sell, with SharePoint services and finally cross-territory with their acquisition by Advania. We also explored cross-sell business opportunities, such as telecoms including the advent of Teams, websites and finally accounting, referencing the historic separation of Accenture from Arthur Andersen. A top tip from John was to build the business for the best buyer, not all buyers, as they will pay the most money as it will be worth more to them. And finally, you can only sell it once, unless you buy it back, before you sell it again! Learn more about Danescor here – https://danescor.com/ 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 – https://www.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!

Welcome to the eighth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, and the dos and don'ts to achieve MSP financial growth. In this episode, we talk with Paul Fuge from Inbay about outsourcing opportunities and risks for MSPs. We explored when best to outsource, the possible benefits and challenges, and how the outsourcing landscape has evolved for MSPs in the last 10 years, accelerated by the pandemic and changes to MSP working practices. Connect with Paul Fuge on his Linkedin here – https://www.linkedin.com/in/mrpaulfuge 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 – https://www.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!

Welcome to the seventh episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. We created It's a Numbers Game Podcast to help MSP owners 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, and the dos and don'ts to achieve MSP financial growth. In this episode, we talk with Ben Spector, about the incompatibilities of selling and billing and how to solve it, a key component consideration for revenue operations "revops". Ben Spector shared his stories and experiences in his MSP Journey and how he reached his current role. We explored the sales benefits of bundling and the reconciliation and revenue recognition issues that follow, with some interesting viewpoints and suggestions. Learn more about Ben here – benspector.uk Connect with Ben on LinkedIn by clicking – 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 – https://www.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!

Welcome to the sixth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, and the dos and don'ts to achieve MSP financial growth. In this episode, we talk with the brilliant minds behind The MSP Growth Hub, Ian Luckett, and Stuart Warwick where we talk about finance info that MSP coaches need to optimise business outcomes. First things first, Ian and Stuart briefly introduced themselves and updates us all on what's in store for them and the new business they have ventured into together, The MSP Growth Hub, and how they help MSPs scale confidently and build a business that 'works for you rather than you for it'. We have broken down this episode into talking about THREE NUMBERS, or finance info that you need to learn to optimise your business outcomes. The first number is shared by Stuart Warwick, and it is all about "What does success look like and what is the clarity behind that?" Stuart explained a little bit more about how he and Ian take the client on that journey and help us understand a little bit more about his 'one number'. Then, the second number is tackled by Ian Luckett and his 'one number' is all about cash flow. Of course, Ian also explains what it is about and why it is important for MSP business owners to understand. We all weigh in and talk about the number of months of cash flow required as a safety harness. Finally, the third number, coming from Adam, is all about gross margin which is what we know about the ratio between revenues and costs. Adam explains why it is important to understand and consider. He also talks about how to make it more efficient to optimise business outcomes. If you want to learn more about how Ian Luckett and Stuart Warwick help MSPs confidently scale to £1.0m turnover or, if already there to go faster to £5.0m turnover, visit The MSP Growth Hub website by clicking here – https://innovatetosuccess.com/msp-mastery/ You can also connect with Ian Luckett on his Linkedin here – https://www.linkedin.com/in/ianluckett/ Connect with Stuart Warwick on his LinkedIn right here – https://www.linkedin.com/in/stuartwarwick/ 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 – https://www.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!

Welcome to the fifth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, tips, and tricks, and the dos and don'ts to achieve MSP financial growth. In this episode, we talk with Scott Millar of the IT Rockstars as he helps us understand how much an MSP should allocate to a budget for their sales and marketing efforts. Scott explains some of the factors to consider and continues to give some key points to start with so you as an MSP if you are struggling with this, can make an informed decision. Scott and Daniel discussed monthly recurring revenue, profit margins, customer acquisition costs, and so much more. They also then talked about the risks and opportunities there are available for MSPs in developing a sales and marketing plan. Scott also highlighted that marketing is an ever-changing landscape. Wrapping up the episode, Scott shared his tips on the importance of research to help with deciding your budget for your sales and marketing efforts. If you want to continue the conversation with Scott Millar or know more about what he does, check out the IT Rockstars website here – https://www.itrockstars.net/ 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 – https://www.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!

Welcome to the fourth episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, tips, and tricks, and the dos and don'ts to achieve MSP financial growth. In this episode, we are joined by an insurance expert, Trevor Cornbill of Morrison Insurance Solutions, in which we all talk about insurance and how it helps your MSP business. Insurance is particularly seen as an inherently boring subject until you need it, and it becomes the most crucial and, in some cases, be the lifeblood of your business because, during a crucial time, you want to make sure that you mitigate the costs that are involved in a claim. We start off talking about choosing a good broker, how to choose them, and where to look. Trevor says that it's a personal choice. He then weighs the difference between larger brokers and smaller brokers. We all then talk about the basics, specifically the types of insurance that MSPs could and should have as the minimum to insure their profits. Trevor discusses his recommendations for MSPs of different sizes and needs. Then we talk about the coverage, terms and conditions, and Professional Indemnity, as Trevor enlightens us on what it is and what it entails. We continued on to talk about Cyber Insurance. Trevor explains what it is, and how MSPs can get it. Trevor highlights that insurance is about the mitigation of losses. It's about what risk you're prepared to take and what measures you have in place to support you "in the event of an event". Lastly, we talk about how people like Trevor effectively help their MSP clients help clients with their own insurance requirements. We hope you enjoyed this episode, see you on the next one! Connect with Trevor Cornbill on LinkedIn by clicking here – https://uk.linkedin.com/in/trevorcornbill 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 – https://www.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!

Welcome to the pilot episode of It's a Numbers Game Podcast by The MSP Finance Team's Daniel Welling and Adam Morris. 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, and the dos and don'ts to achieve MSP financial growth. We know you can't wait to listen and learn but first, let us introduce ourselves. In this pilot episode, you will learn a little bit about our story, what brought us to The MSP Finance Team, and what drove us to create a podcast series that specifically talks about Finance, which is very uncommon around the channel. We hope you enjoy this quick pilot episode, and we are hoping you stay tuned for the next one because you are in for a ride! 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 – https://www.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!

Welcome to the third episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, and the dos and don'ts to achieve MSP financial growth. In this episode, we share with you, as we explore together our very own Financial Leadership Model in The MSP Finance Team. We talk about what brought our Financial Leadership Model together, why it is what it is, and its key components. Our Financial Leadership Model encompasses the following: Tutor Clarity Insight Ally We also enlighten you with what these key components are about and of course how these components and the whole model help the MSP channel. I hope you enjoyed this quick episode. This episode now concludes the pilot episode series as we now move on to regular-length episodes that will surely give you and your MSP business more value. 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 – https://www.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!

Welcome to the second episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling & Adam Morris. 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, and the dos and don'ts to achieve MSP financial growth. In this episode, we dive right into introducing a maturity level framework that we're sure to help MSPs get better and more profitable businesses. Although we are still in the process of mapping it out, we have three stages that we share with you. The three main stages are: Hustle Control Scale We then both briefly talked about these stages and how this will help your MSP business become more profitable. We hope you enjoy this quick episode, and we are hoping you stay tuned for the next one because you are in for a ride! 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 – https://www.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!