It's a Numbers Game (Daniel Welling)

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	Pub. Date	Title	Duration
	22 Jan 2025	EP090 – Security, Innovation, and Market Insight with Mark Lamb	00:30:26
In this podcast episode, Adam Morris speaks with Mark Lamb, founder of HighGround, about his journey from running a Managed Service Provider (MSP) to developing a software product. Mark discusses the challenges of helping customers understand their IT spend and the transition from service-based to product-based business models. He elaborates on the mistakes made during the software development and the lessons learned, including the importance of visually demonstrating IT spend to customers. Mark also shares insights on the evolving role of MSPs, the importance of a VCIO, and how HighGround aims to enhance MSP sales and cybersecurity posture. The episode concludes with Mark providing three tips for MSPs looking to develop software products and reflecting on the future of IT services. 00:00 Introduction and Setting the Scene 00:12 The Origin Story of High Ground 00:26 Challenges Faced by MSPs 01:35 Transitioning from MSP to Software Development 02:27 Lessons Learned in Software Development 04:38 Funding and Initial Development 06:00 Pivoting the Product Focus 06:56 Launching and Iterating the Product 07:50 Emotional Journey and Team Contributions 09:24 Top Tips for Building a Software Product 11:07 Addressing MSP Client Challenges 14:16 High Ground's Visual Tools and Features 19:53 Future Vision and Industry Trends 27:41 Conclusion and Contact Information Connect with Mark Lamb on LinkedIn by clicking here –https://www.linkedin.com/in/mark-lamb-13077918/ 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!
	24 Jan 2024	EP037 - Remote v Office Debate; Agree to Disagree	00:34:26
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. Why Listen to This Episode? Insightful Debate on Remote vs Office-Based Work Models: Discover the merits and challenges of both remote and office-based work models for MSPs, as Marcus Evans and Stephen Richardson share their experiences and strategies. This episode is crucial for MSP owners contemplating the best operational structure for their business. Practical Perspectives on Employee Engagement and Productivity: Gain valuable insights on how each model impacts employee satisfaction, productivity, and work-life balance. The discussion includes statistical references and personal experiences that shed light on the effectiveness of each approach. Understanding Client Expectations and Business Growth Strategies: Learn how each work model can influence client relationships and business growth. The episode explores how choosing the right model can align with client expectations and drive business success, based on the unique needs of different MSP niches. What to Expect: A detailed comparison of remote and office-based work models for MSPs. Expert opinions on managing workforce challenges and enhancing productivity. Strategies for aligning business growth with work model choices. Connect with Marcus on LinkedIn by clicking here - https://www.linkedin.com/in/marcusevans1983/ Connect with Stephen on LinkedIn by clicking here - linkedin.com/in/stephenrichardson2/ 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!
	12 Jul 2024	EP067 – Stand out marketing strategies with Tim Fitzpatrick	00:32:14
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!
	24 Oct 2023	EP030 - Global MSP M&A and Culture with Orrin Klopper of Netsurit	00:29:41
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!
	29 Apr 2022	EP002 – The Stages of MSP Financial Maturity with Daniel Welling & Adam Morris	00:08:27
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!
	13 Nov 2024	EP084 – Operational Excellence with Michelle Coombs	00:32:23
In this episode of “It’s a Numbers Game” host Adam and co-host Dan are joined by Michelle Coombs from the Tech Leader Network to discuss operational effectiveness and efficiency in managed service providers (MSPs). The conversation covers key strategies for improving MSP performance, including prioritising customer satisfaction, ensuring accountability in service delivery, and setting clear objectives. Michelle shares her extensive experience across various industries, providing practical advice on how MSPs can enhance their operations to become more efficient, profitable, and maintain stronger customer relationships. The episode also touches on the importance of holding regular reviews, logging time, and the balance of internal and outsourced service delivery models. 00:00 Introduction and Guest Welcome 00:23 Operational Effectiveness and Efficiency 02:03 Customer First Approach 04:18 Balancing Customer Needs and MSP Objectives 07:46 Escalation Processes and Red Flag Meetings 12:55 Accountability and Job Descriptions 18:51 Hiring and Team Dynamics 23:09 Cascading Objectives and Measuring Success 29:12 Conclusion and Contact Information Connect with Michelle Coombs on LinkedIn by clicking here –https://www.linkedin.com/in/michelle-coombs/ 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!
	11 Feb 2025	EP091 – Secrets to boosting your MSP lead gen via local SEO with Louis Veldhuijzen	00:30:51
In this episode, Louis returns to discuss developments in SEO and local lead generation for Managed Service Providers (MSPs). Louis highlights the importance of MSPs taking advantage of local SEO, especially using Google Maps profiles, to attract leads. He emphasises the need for MSPs to build an attractive and trustworthy Google Business profile with plenty of positive reviews. Louis also introduces a new self-implementation product designed to help MSPs take control of their marketing efforts and save costs, stressing the significance of a collaborative approach between owners and marketers. Daniel and Adam reiterate the importance of prioritising sales and marketing for business growth. 00:00 Welcome Back, Louis! 00:23 Current Trends in MSP Lead Generation 01:46 The Power of Local SEO 03:28 Niche Marketing Strategies for MSPs 06:46 Optimizing Your Google Business Profile 14:34 The Importance of Reviews 20:51 Introducing a New Lead Generation Product 27:16 Final Thoughts and Wrap-Up Connect with Louis Veldhuijzen on LinkedIn by clicking here – https://www.linkedin.com/in/lodewijk-veldhuijzen/ 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!
	26 Sep 2022	EP008 - Doing Your Bookkeeping and Patching Servers Time to Drink Your Own Champagne with Paul Fuge, Adam Morris, & Daniel Welling	00:19:21
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!
	16 Feb 2024	EP043 - Mesh Security, An MSP Vendor Journey with Brian Byrne	00:32:49
EP043 - Mesh Security, An MSP Vendor Journey with Brian Byrne 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. Why Listen to This Episode? Get inspired by Brian's journey from an apprentice electrician to CEO of a leading email security platform for MSPs. Gain invaluable insights on bootstrapping and fundraising from someone who's navigated the choppy waters of startup financing. Discover how Mesh Security is tailored to meet the unique needs of MSPs, enhancing operational efficiency and reducing admin time. Connect with Brian on LinkedIn by clicking here - https://www.linkedin.com/in/brian-byrne-mesh/ 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!
	07 Sep 2022	EP007 - How to Solve Selling and Billing Incompatibility with Ben Spector	00:38:38
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!
	10 Feb 2023	EP015 - Heads of Terms Agreed, but What Are the 4 Gotchas That Kill a Deal with David Howard	00:23:19
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!
	04 May 2022	EP001 – Who We Are and Why We’re Here with Daniel Welling & Adam Morris	00:08:57
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!
	05 Dec 2022	EP011-Solving The Top 3 PSA Mistakes with Chris Timm	00:28:57
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!
	26 Aug 2024	EP074 – The Evolution and Future of MSPs with Peter Bell: Offshoring, Cloud, and Global Competition	00:35:19
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!
	12 Jul 2023	EP025 - Pia aiDesk Financial ROI with Paul Fuge	00:17:50
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!
	13 Mar 2023	EP017 - If We Knew Then What We Know Now; 3 Tips Your Future-Self Will Thank You For! with Andrew Eardley	00:23:41
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!
	12 Mar 2024	EP050 - Mastering MSP Growth with Colin Knox	00:31:24
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. Why Listen to This Episode? Get inspired by Colin Knox's journey from joining a small MSP to leading successful tech ventures. Perfect for anyone interested in the evolution of an MSP professional. Partnership Wisdom: Learn from Colin's experiences with business partnerships the good, the bad, and the crucial lessons for anyone in or considering a partnership. Operational Efficiency: Discover how to streamline MSP operations through automation, particularly in billing reconciliation, to save time and enhance accuracy. Dive into a story of growth, resilience, and innovation in the MSP space with practical advice you can apply to your own business journey Connect with on LinkedIn by clicking here – https://www.linkedin.com/in/realityknox/ 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!
	07 Mar 2023	EP016 - 3 Tips for MSP Financial Management with ConnectWise	00:30:18
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!
	14 Jun 2024	EP064 - How AI and automation can boost MSP Efficiency with Mark Pennington	00:35:28
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.
	19 Aug 2024	EP070 - The Role of MDR and EDR in Today's Security Environment with Paul Barnes	00:32:42
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!
	02 Oct 2024	EP083 – Enhancing MSP Security and Efficiency: Jake Webber-Cadby Discusses Inforcer	00:32:15
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!
	06 Jan 2023	EP014 – MSP Business Development That Works! With Janet Birch, Adam Morris and Daniel Welling	00:23:52
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!
	23 Jan 2024	EP038 - Inside MSP Distribution: Practical Strategies with Angus Shaw of Brigantia	00:30:42
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 Why listen to this episode? Real Insights from Industry Insiders: This episode is a goldmine for anyone in the MSP (Managed Service Provider) space. You get to hear firsthand from Angus of Brigantia, who dives deep into the nitty-gritty of running a family business in the tech distribution landscape. It's not just theory; it's real-life experiences and insights. If you're in the MSP business or thinking about it, these are the kind of stories and advice that can really make a difference. The Evolving Role of Distributors: Ever wondered what 'value-added distributor' really means? Angus breaks it down in a way that demystifies the jargon. He shares Brigantia's approach to distribution, emphasizing customer service and adding value at every stage. This episode gives you a clear picture of how distribution has evolved and what it looks like today from an MSP perspective. Practical Business Tips: This isn't just about stories. Angus shares actionable tips and strategies, like how to utilize partner toolkits for sales and the importance of PSA integrations for billing efficiency. Whether you're a seasoned MSP owner or just starting, these insights can help streamline your operations and boost your business. So, if you're in the MSP game, or just curious about it, this episode packs a punch with real-world advice, industry insights, and practical tips. It's a listen that's as informative as it is engaging! Connect with Angus on LinkedIn by clicking here - https://www.linkedin.com/in/angus-shaw-6a849189/ Reserve your place at a forthcoming Brigantia event - https://www.brigantia.com/brigantia-insider-threat-roadshow 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!
	03 Apr 2023	EP018 - Top 3 Clauses an MSP Contract Must Include with Kim Simmonds	00:20:34
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!
	26 Apr 2024	EP055 – Mastering Delegation and Task Management with Claire Jenks	00:28:22
Why You Should Listen to This Episode? Discover practical ways to overcome overwhelm and boost productivity by mastering the art of delegation. Gain insights into breaking down big goals into manageable tasks that set you up for daily and long-term wins. Learn from Claire's expertise on organising your workload effectively, ensuring you're focusing on the right tasks at the right time. Connect with Claire Jenks on LinkedIn by clicking here – https://www.linkedin.com/in/clairejenks/ 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!
	25 Sep 2024	EP082 – The CIPP Game-Changer with Simon Butler	00:28:01
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!
	29 Apr 2024	EP056 – Preparing Your MSP for a Profitable Exit with Hilary and Frank Stiff	00:32:10
Why You Should Listen to This Episode? Get first hand insights from industry veterans on how to prepare your MSP for a successful acquisition. Learn about the complexities of MSP valuation and how to maximize your company's worth. Discover how operational decisions and cultural alignment impact buyer interest and the overall success of a sale. Connect with Hilary Stiff on LinkedIn by clicking here - https://www.linkedin.com/in/hillarystiff/ Connect with Frank Stiff on LinkedIn by clicking here - https://www.linkedin.com/in/frankstiff/ 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!
	07 Mar 2024	EP044 - The Cyber Insurance Opportunity with John Roberts	00:32:02
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. Why Listen to This Episode? Dive into this episode of "It's a Numbers Game" with Daniel Welling, Adam, and special guest John Roberts from Coalition to explore the intersecting worlds of MSPs and cyber insurance. Here's why you shouldn't miss out: Insights on Collaboration Between MSPs and Cyber Insurance: Learn how MSPs and cyber insurance providers like Coalition can work together to enhance business cybersecurity and open new avenues for service expansion. Exploration of Coalition Control: Discover Coalition Control, a powerful tool that offers MSPs a comprehensive view of their clients' cyber risk, helping to safeguard businesses against digital threats. Strategies for MSP Growth Through Cyber Insurance: Uncover strategies for MSPs to integrate cyber insurance into their offerings, positioning them as essential, value-added partners to their clients. Tune in for a compelling discussion that could redefine your approach to cybersecurity and insurance in the MSP space. Connect with John on LinkedIn by clicking here - https://www.linkedin.com/in/johnroberts/ 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!
	30 May 2023	EP022 - How Much Would You Pay to Get £24,000 with Dave Sutton	00:22:01
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!
	30 Dec 2024	EP087 – Unlocking Revenue Potential in MSP Contracts with Kim Simmonds	00:32:12
In this episode of 'It's a Numbers Game,' Daniel and Adam welcome back legal expert Kim Simmonds discussing MSP (Managed Service Provider) contracts, shifting the focus from risk mitigation to revenue generation. They discuss how contracts can prevent revenue leakage through strategies such as service credits, proper termination clauses, and exit transition clauses. Kim emphasises the importance of using your own well-crafted templates and the pitfalls of relying on client-provided contracts. They also touch upon practical credit management, handling insolvency scenarios, and learning about the Insolvency Act. The episode wraps up with a brief look at Kim's SaaS platform, Cloud Contract 365, which helps MSPs create, manage, and review contracts efficiently. 00:00 Introduction and Welcome 00:32 Contracts as Revenue Generating Tools 01:53 Key Contract Clauses for MSPs 03:09 Service Level Agreements (SLAs) and Penalties 07:33 Exit Transition Clauses and Termination 13:28 Handling Client Non-Payment 19:57 Revenue Protection Strategies 25:17 Cloud Contracts 365 Overview 29:12 Final Thoughts and Future Topics When UK suppliers must continue to supply insolvent companies Connect with Kim Simmonds on LinkedIn by clicking here – https://www.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!
	01 Aug 2022	EP006 – Finance Info Coaches Need to Optimise Outcomes with Ian Luckett, Stuart Warwick, Adam Morris, & Daniel Welling	00:24:01
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!
	01 Aug 2024	EP069 – Profitable BCDR Strategies for MSPs with Melvyn White from Axcient	00:26:13
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!
	13 Jun 2022	EP004 – Insure Your Profits with Trevor Cornbill, Daniel Welling & Adam Morris	00:36:44
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!
	29 Apr 2022	EP003 – The MSP Finance Team Financial Leadership Model by Daniel Welling & Adam Morris	00:12:33
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!
	23 Nov 2022	EP010 - NPS Explainer with Mike Knight & Daniel Welling	00:27:23
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!
	11 Sep 2024	EP080 – Saving Money and the Environment with Dan Ellis	00:27:12
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!
	15 Feb 2024	EP041 Pricing Confidence: Transforming Your MSP with Richard Tubb	00:29:32
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. Why Listen to This Episode? Insights from an MSP Expert: Richard Tubb, a renowned figure in the MSP community, shares his extensive experience in transforming MSP businesses. Richard's journey from running a one-man MSP to becoming an influential author, speaker, and advisor in the industry offers invaluable lessons and strategies for MSP owners. Practical Advice on Pricing Strategies: This episode dives deep into the crucial aspect of pricing in MSP businesses. Whether you're struggling with setting the right price point, dealing with inflationary pressures, or simply seeking ways to improve profitability, Richard's advice, coupled with Dan and Adam's insights, provides actionable tips and real-world examples. Client Relationship Management: Learn how to categorize clients into A, B, and C buckets and understand the importance of this classification in your business strategy. Discover how pricing adjustments can not only improve profitability but also transform your client base, attracting clients who truly value your services. Connect with Richard on LinkedIn by clicking here - https://www.linkedin.com/in/richardtubb/ 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!
	25 Jan 2024	EP039: Mastering MSP Growth: Leon Black on Successful Mergers, Billing Innovations, and Resilience in Crisis	00:23:15
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 3 Reasons to Listen to This Podcast Episode: Insights into Successful MSP Mergers and Growth Strategies: Leon Black shares his firsthand experience of merging two MSP businesses, providing valuable insights into the complexities and strategic planning required for a successful merger. Listeners can learn about aligning goals, integrating operations, and navigating challenges, offering essential lessons for MSP owners considering growth through mergers. Innovative Solutions in MSP Billing and Licensing: Discover how Leon developed Sync 365 to address inefficiencies in MSP billing, particularly for Microsoft licensing. This part of the podcast is especially valuable for MSPs looking to streamline their billing processes, improve accuracy, and ensure profitability, especially when dealing with large or complex client accounts. Adaptation and Resilience in the Face of Global Challenges: The episode provides insights into how an MSP can successfully adapt and thrive during challenging times, such as the COVID-19 pandemic. Leon's experience in managing supply chain issues, remote team coordination, and maintaining client support during the pandemic offers practical advice for MSPs on staying resilient and responsive in crisis situations. Connect with Leon on LinkedIn by clicking here - https://www.linkedin.com/in/leon-black/ 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!
	25 Jul 2023	EP026 – Start With One KPI Just 60-Minutes per Day on LinkedIn with Paul Green	00:20:32
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!
	24 Apr 2024	EP054 – Top Down, Bottom Up, Guide To Budgeting with Andrew Trounce	00:26:38
Why Listen to This Episode? Andrew's Corporate Insights: Learn how big business strategies from Andrew’s diverse background can be tailored to fit the MSP model, offering a unique perspective on growth and efficiency. Budgeting Simplified: Discover practical budgeting techniques, including top-down and bottom-up approaches, that can help streamline your financial planning and set realistic, achievable goals for your MSP. Dealing with Challenges: Gain valuable advice on how to respond to unexpected business challenges, like losing a major client, with strategies to adjust and stay on track towards your financial goals. Tune in to gain actionable insights that could help you navigate the complexities of managing an MSP with greater financial savvy and strategic foresight. Connect with Andrew Trounce on LinkedIn by clicking here: https://www.linkedin.com/in/andrew-trounce-fcca-08a6963/ 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!
	28 Mar 2024	EP048 - Talk the Talk; Navigating the World of Telemarketing with Tara-Jane Sloane	00:30:53
EP048 - Talk the Talk; Navigating the World of Telemarketing with Tara-Jane Sloane 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. Why Listen to This Episode? Why should you hit play on this one? Well, grab your headphones because: Tara-Jane spills the beans on how telemarketing can be your secret weapon for lead generation, even if you think you've heard it all before. You'll get the lowdown on the real numbers game behind successful calls – it's not just about dialling digits. Discover insider tips on hiring (or not hiring) the right telemarketing talent to fuel your MSP's growth without the fluff. Buckle up for a deep dive into telemarketing like you've never heard before! Connect with Tara-Jane on LinkedIn by clicking here – https://www.linkedin.com/in/tara-jane-sloane-9500621a/ 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!
	18 Apr 2023	EP021 - The Benefits of Management Accounts with Steve Ross	00:22:12
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!
	12 Mar 2025	EP094 – Modernising Legacy Applications for MSPs with Ben Lange	00:34:12
In this episode, Tech Tribe members Daniel and Ben explore the complexities MSPs face when dealing with legacy business applications. They discuss the importance of understanding the client's perspective and the reasons these outdated systems persist. Ben shares strategies for modernising these systems, including breaking down large problems into smaller ones, virtualising old servers, and involving developers for software support. They also explore the importance of choosing the right platforms and the potential for automating and improving existing processes. The conversation wraps up with insights on working effectively with MSPs, the role of discovery projects, and the burgeoning interest in artificial intelligence within the tech industry. 00:00 Introduction and Background 00:27 Challenges with Legacy Systems 02:38 Approaches to Modernisation 06:37 Support and Maintenance Considerations 09:45 Choosing the Right Technology Stack 12:50 Discovery and Proof of Concept Projects 14:52 Collaboration Between MSPs and Developers 24:05 Automation and Efficiency 29:31 Conclusion and Contact Information Connect with Ben Lange on LinkedIn by clicking here – https://www.linkedin.com/in/benlange1 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!
	07 Jan 2024	EP035 - Standardised Selling For Mature MSPs with Victor Raessen	00:26:56
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. Real-World Experience and Insights: Victor shares his extensive experience in the MSP marketplace, detailing his transition from a systems administrator to a sales-focused role. He offers valuable insights into the challenges and opportunities in the MSP landscape, making this episode a must-listen for anyone in the field. Innovative Solutions to Sales Challenges: Discover how Sales Builder is revolutionising the sales process for MSPs. Victor explains how this platform streamlines proposal creation and enhances efficiency, addressing common pain points in MSP sales. This is particularly beneficial for those looking to improve their sales process and increase productivity. Futuristic Perspectives on MSP Growth: Dive into a discussion about the future of MSPs, including the integration of Microsoft Dynamics and the potential for MSPs to expand their services beyond traditional offerings. This forward-looking conversation is ideal for MSPs aiming to stay ahead of the curve and explore new growth avenues. Don't miss this insightful conversation with Victor Raessen, as we delve into the evolving world of MSP sales and strategies for success. Tune in to gain valuable knowledge and tips to enhance your MSP business! Connect with Victor Raessen on LinkedIn by clicking here - linkedin.com/in/vraessen 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!
	19 Dec 2023	EP033 - MSP Billing Reconciliation with Adam Ross	00:32:06
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. Why You Should Listen to This Episode: Global Perspectives on MSP Challenges: This episode offers a unique international angle on MSP finance, with insights from both the Northern and Southern Hemispheres. It's a rare opportunity to understand how MSP challenges and solutions vary across different regions. Startup Journey and Innovations in MSP Finance: Hear directly from our guest, Adam Ross of Cloud Olive, about his journey from working at an MSP to co-founding a startup. His story is not just inspiring but packed with practical advice and insights into the evolving world of MSP finance, especially concerning subscription economy challenges. Tackling Common and Complex MSP Billing Issues: Discover innovative approaches to common MSP billing problems. The episode delves into how MSPs can effectively manage their customer lifecycle, from sales and implementation to support and billing, with real-world examples and solutions. Episode Highlights: Introduction to the unique backgrounds of our hosts and guest. Adam Ross’s transition from an MSP role to starting Cloud Olive, and the evolution of his startup journey. An in-depth discussion on the complexities of MSP billing and how Cloud Olive is addressing these challenges. Insights into the importance of manual approaches in the early stages of a startup and how it shapes product development. Strategies for MSPs to identify and resolve billing inaccuracies and improve profitability. Don't miss this informative and engaging episode, whether you're an MSP professional, involved in the finance side of MSP operations, or simply interested in the world of tech startups. Tune in for an enlightening conversation filled with actionable insights and strategies! Connect with Adam Ross on LinkedIn by clicking here - linkedin.com/in/madassor 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/
	29 Aug 2024	EP077 – From Death in Service to Key Person Cover: Gary Lucas's Guide to Business Protections	00:38:11
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.
	06 Jun 2023	EP023 - Modes, Margaritas & Marketing with Dan Scott and Sean Lardo from ConnectWise	00:24:41
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!
	15 Jan 2025	EP089 – From Hosted Desktops to Cybersecurity, A Chat with Simon Luck	00:31:47
In this podcast episode, Simon discusses his journey and current endeavors in the Managed Service Provider (MSP) world, including his background in IT and the establishment of his MSP business, Host My Office, 12 years ago. Simon delves into the benefits and challenges of hosted desktop solutions, particularly for professional services like accountants and legal firms, and predicts its relevance for about another decade. The conversation then shifts to cyber security, with Simon explaining the genesis and operations of his new business, Cyber Guards, which provides a comprehensive security platform to other MSPs. Key points include the integration of security products, the importance of simplifying tech for easier client understanding, and the value of continuous evaluation and collaboration within MSP businesses. 00:00 Welcome and Introduction 00:05 Simon's Journey into the MSP World 02:07 Hosted Desktop: Evolution and Relevance 08:06 Cyber Security: The New Frontier 11:10 Navigating MSP and Cyber Security Solutions 16:08 Simplifying Security for MSPs 28:13 Final Thoughts and Contact Information Connect with Simon Luck on LinkedIn by clicking here –https://www.linkedin.com/in/itsupportsoutheast/?originalSubdomain=uk 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!
	31 Dec 2024	EP088 – How one person can build a scalable MSP with outsourcing and a clear strategy with Alex Stanier	00:37:07
In this episode, the Adam and Daniel welcome Alex, an inspiring one-person MSP, to discuss his unique journey. The conversation covers his experience working in various IT roles, including his time at BBC and the 2012 Olympics broadcast team. Alex shares his decision to avoid hiring staff and instead leverage outsourced services, describing his model'. They discuss the nuances of managing small to medium-sized enterprises (SMEs) without servers, focusing on client resilience and immediate support solutions. Additionally, Alex sheds light on his networking strategies, particularly through BNI (Business Network International), and emphasises the importance of building quality referral relationships. The conversation shifts to the debate on artificial vs. actual intelligence, where Alex gives his perspective on ChatGPT and Microsoft recent innovations in AI. Finally, Alex shares a unique, offbeat request related to his work with coal power station ash waste and its applications. The episode provides invaluable insights into creating a sustainably successful one-person MSP and navigating the evolving AI landscape. 00:00 Welcome and Introduction 00:05 Meeting at Tech Tribe 00:25 Inspiration Behind London Tech Tribe 00:45 Today's Topics: AI vs Actual Intelligence 00:58 Alex's Business Journey 02:52 The Catalyst: Outsourcing IT Helpdesk 04:17 Focus on Small Clients and Resilience 05:33 The Importance of 24/7 IT Helpdesk 07:01 Running a One-Person MSP 08:48 Field Service and Onsite Needs 14:15 Marketing and New Business Strategies 16:07 BNI: A Pillar of Growth 17:48 The Importance of Networking Groups 18:48 Strategies for Effective Networking 20:40 Building Quality Relationships 22:50 Artificial Intelligence vs. Actual Intelligence 24:54 Microsoft's AI Integration 29:44 Opportunities in AI for MSPs 34:09 Concluding Thoughts and Shameless Plugs Connect with Alex Stanier on LinkedIn by clicking here – https://www.linkedin.com/in/astanier/ 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!
	19 Aug 2024	EP073 – Breaking Down Recruitment for MSPs In-House vs. Recruiter with Jane Matthews	00:32:59
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!
	04 Jan 2024	EP034 - Physical And Financial Strength with Byron Johnston	00:36:55
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 unique and engaging episode of "It's a Numbers Game," we step away from our regular finance-focused discussions to explore the interplay between physical strength and overall well-being, and how it parallels with financial health. Our guest, Byron Johnston, a renowned strength coach, shares invaluable insights. Why You Should Listen to This Episode: Understanding the Importance of Physical Strength for Everyday Life: Byron Johnston, a Starting Strength coach, breaks down the concept of strength training into practical, everyday terms. Discover how simple strength training exercises can impact your daily activities, from lifting luggage to maintaining independence as you age. Transformative Effects of Strength Training on Health and Well-being: Learn about the transformative journey of strength training and how it can significantly improve conditions like back pain. Byron shares real-life stories, including our host Adam's personal transformation, to illustrate how strength training leads to a pain-free, healthier life. Parallels Between Physical Strength and Financial Health: The conversation uniquely ties the concepts of physical strength training to financial management. Understand how incremental progress in physical training can mirror the steady growth of a business’s financial strength, with each contributing to overall well-being and confidence. Episode Highlights: Introduction to Byron Johnston, his background, and why his expertise is relevant to MSP owners. Detailed discussion on strength training basics and its application in everyday life. The impact of strength training on body composition, weight control, and health. Insights into managing and overcoming physical pain and frailties through strength training. Parallels drawn between financial health and physical strength – a unique perspective for MSP owners. Byron's approach to helping individuals from all walks of life gain strength and confidence. Whether you're an MSP professional interested in personal health, someone curious about the benefits of strength training, or just looking for inspiration to start your fitness journey, this episode offers a wealth of knowledge and motivational stories. Join us for this enlightening discussion and find out how strengthening your body can lead to a stronger, more confident you in all aspects of life, including your business Connect with Byron Johnston on LinkedIn by clicking here - linkedin.com/in/byron-johnston-6b288a49 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!
	03 Apr 2023	EP019 - Things to Do Before Hiring a Marketing Agency Raul Balchin-Qais	00:27:25
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!
	03 Nov 2023	EP031 - What to Do if You Actually Make Some Money from Your MSP! With Barney Whiter	00:31:20
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!
	10 Jun 2024	EP062 – Think You Know Private Equity? Discover Evergreen's Buy and Hold Model with Sydney Hockett	00:33:21
Why Listen? Discover how Evergreen's unique long-term investment strategy sets them apart in the MSP space. Learn the key metrics and qualitative factors that can make your MSP business attractive to acquirers. Gain insights on optimizing your business for potential future acquisition while maintaining operational efficiency. Connect with Sydney Hockett on LinkedIn by clicking here - https://www.linkedin.com/in/sydney-hockett/ 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!
	06 Jan 2023	EP013 - What You Should Spend on PPC and SEO with Lodewijk Veldhuijzen, Adam Morris and Daniel Welling	00:22:55
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!
	19 Aug 2024	EP072 - The Evolving MSP Market: Challenges and Opportunities with Robin Ody	00:37:24
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!
	16 Dec 2022	EP012 - Zenzero M&A Journey with Nicholas Ashford & Daniel Welling	00:25:21
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!
	03 Mar 2025	EP093 – Mastering the art of pricing with Mark Peacock	00:35:30
In this episode of 'It's a Numbers Game,' hosts Adam and Daniel are joined by special guest Mark Peacock, a pricing expert who runs the company Pricemaker. Mark discusses the crucial, yet often overlooked, area of pricing and shares effective strategies for business growth. The conversation covers the psychology of pricing, client profitability analysis, and the importance of annual price increases. Key insights include the impact of small price changes on net profit, the concept of price anchoring, and segmenting clients for tailored price adjustments. Mark emphasises the need for confidence in pricing decisions and offers practical tips for MSPs and businesses to enhance their pricing power. The episode also touches on common psychological barriers to proper pricing and aims to demystify this often daunting area. This engaging and valuable discussion is a must-listen for business owners looking to improve their bottom line. 00:00 Introduction and Guest Welcome 00:18 The Importance of Pricing in Business 07:54 Understanding Client Profitability 13:41 Annual Price Increases 22:33 The Psychology of Pricing 31:36 Conclusion and Contact Information DM Adam or Daniel to request a copy of the “Raise your prices without raising eyebrows” guide. Connect with Mark Peacock on LinkedIn by clicking here –https://www.linkedin.com/in/mark-peacock-pricemaker 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!
	31 Jul 2024	EP068 – Boost Efficiency and Cash Flow with Ben Spector	00:33:17
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!
	22 Apr 2024	EP053 – Balancing the Books: Financial Insights from 28 Years in MSP with Mark Williams	00:32:51
Why Listen to This Episode? Dive into the real-world journey of a seasoned MSP owner, Mark Williams, as he shares the ups, downs, and crucial lessons learned over 28 years in the business. Get insider tips on navigating financial management and strategic growth from someone who’s weathered tech booms, economic downturns, and a global pandemic. Hear first-hand how effective networking and word-of-mouth referrals continue to be game changers in building a successful MSP. Connect with Mark on LinkedIn by clicking here – https://www.linkedin.com/in/markwilliamspensar/ 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!
	24 Feb 2025	EP092 – Optimise Your Client Experience with Nicole Stracey from AnswerConnect	00:30:02
In this podcast episode, Nicole Stracey, the Growth and Partnership Manager at AnswerConnect UK, joins the host to discuss the benefits and intricacies of using a 24/7 live answering service for Managed Service Providers (MSPs) across the UK, US, and Canada. Nicole explains how AnswerConnect supports MSPs by handling customer calls around the clock, allowing IT specialists to focus on their core tasks while ensuring clients receive immediate attention and resolution of their issues. The conversation covers the importance of customer service in the IT sector, the training of AnswerConnect's agents, the integration with client systems, and the customisable scripting that ensures seamless operations. The episode also touches on the global nature of business today, the significance of first impressions, and practical use cases for MSP owners to implement such a service. Lastly, a shared interest in Formula One is briefly mentioned, making for a well-rounded discussion on improving customer service through effective call handling. 00:00 Introduction and Guest Welcome 00:20 Nicole's Role and AnswerConnect Overview 01:09 Importance of 24/7 Support for MSPs 04:48 How AnswerConnect Integrates with MSPs 09:10 Training and Handling Customer Calls 11:53 Customisation and Client Expectations 21:37 Internationalisation and Global Support 27:22 Conclusion and Contact Information Connect with Nicole Stacey on LinkedIn by clicking here – https://www.linkedin.com/in/nicolestracey 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!
	20 Feb 2024	EP042 - MSP Growth Unveiled: Navigating Market Trends and M&A Strategies with John Snead	00:37:42
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. Why Listen to This Episode? Insightful Analysis of Current Market Trends: John Snead, a seasoned expert in the field, dives deep into the current state of the market. He discusses how rising capital costs and evolving acquisition funding scenarios impact the MSP industry. This is crucial for anyone in the MSP space wanting to stay abreast of market dynamics and make informed decisions about their business strategies. Understanding the Intricacies of M&A in the MSP Sector: The episode offers a detailed exploration of mergers and acquisitions within the MSP world. John provides an in-depth look at the role of private equity, the changing strategies for growth and acquisition, and the increasing complexity of deals. This is invaluable for MSP owners considering expansion or sale, offering a clearer understanding of what to expect and how to navigate these processes. Practical Insights and Real-World Examples: The conversation is not just theoretical; it's filled with real-world examples and practical advice. Discussions range from the success rates of integrations post-acquisition to strategic considerations for MSPs of different sizes. This episode is a treasure trove of knowledge for MSP owners and executives looking to grow their businesses or prepare for future market shifts 1 Connect with John on LinkedIn by clicking here - https://www.linkedin.com/in/john-snead-cfa-4028bb9/ 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!
	15 Apr 2024	EP051 - PSA Unplugged: Navigating the When, Why, and How of Switching Your Service Automation Tool with Connor Fagan	00:28:41
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. Why Listen to This Episode? Expert PSA Insights: Gain valuable insights on the PSA change process from Connor Fagan, exploring when and why to consider a switch. Identify Real Issues: Learn the importance of pinpointing the actual challenges with your current PSA before deciding to change. Strategic Approach Needed: Discover key considerations like time investment, risk management, and team buy-in for a successful PSA transition. This episode is packed with essential advice for MSPs contemplating a PSA switch, offering expert guidance to navigate this complex decision. Connect with Connor Fagan on LinkedIn by clicking here – https://www.linkedin.com/in/connorfagan/ 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!
	14 Oct 2022	EP009 – Past, Present, and Future for MSP M&A with John Snead, Adam Morris, & Daniel Welling	00:20:45
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!
	12 Sep 2023	EP029 - Inbay and the Globalised MSP with Shaun McNamee	00:20:27
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!
	17 Apr 2024	EP052 - TAM or vCIO; What is the difference with Paul Croker	00:29:51
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. Why Listen to This Episode? TAM vs. vCIO Roles Explained: Unravel the roles and responsibilities of TAM and vCIO, understanding how each plays a pivotal role in aligning technical services with business objectives. Strategic Insights for MSP Owners: Discover actionable strategies for leveraging the right role to scale your business, improve client management, and when to transition advisory services from inclusive to chargeable. Elevating Client Relations: Learn how differentiating between TAM and vCIO can significantly impact your approach to client management and service delivery, ultimately enhancing client satisfaction and business growth. Tune in to gain valuable insights into navigating the complexities of MSP services and making informed decisions that drive success. Connect with Paul Croker on LinkedIn by clicking here - https://www.linkedin.com/in/paulcrokeruk/ 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!
	10 May 2024	EP060 - Mindfulness and Muscle with Rachel Williams	00:29:41
Why listen to this episode: Rachel delivers practical tips on improving mental well-being to boost your sales performance. Learn how to balance lifestyle choices for better health, including sleep, diet, and exercise, tailored for the busy MSP owner. Discover easy, actionable strategies to keep you energised and focused, whether you're running your MSP or planning for life beyond work Connect with Rachel Williams on LinkedIn by clicking here - https://www.linkedin.com/in/zestylady/ 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!
	11 Jan 2024	EP036 - Luck or Judgement, Scaling From Owner-Led to Sales-Driven Growth With Paul Lloyd	00:39:43
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. Why Listen to This Episode? Invaluable Sales Strategies for MSP Growth: Paul Lloyd shares his extensive experience in driving sales in the MSP industry, offering insights on how to transition from owner-led sales to developing a successful sales team. This episode is ideal for MSP owners looking to scale their sales efforts beyond personal networks and referrals. Practical Steps for Building a Sales Pipeline: Learn the significance of establishing a sales plan, targeting the right market, and the importance of having a diverse product and service catalog. Paul emphasises the need for MSP owners to be adaptable and responsive to client needs in order to grow successfully. Understanding the Sales Hiring Process: Discover the nuances of hiring for sales roles in MSPs, including when and how to transition sales responsibilities from the owner to sales professionals. The discussion covers the challenges of managing a sales team and the balance between owner involvement and delegation. What to Expect: Expert advice on transitioning from owner-led to sales-driven growth in MSPs. Strategies for identifying and targeting the right market segments. Tips on managing and scaling a sales team effectively. Connect with on LinkedIn by clicking here - linkedin.com/in/plloyd 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!
	04 Jul 2022	EP005 – How Much Should I Budget for Sales and Marketing with Scott Millar & Daniel Welling	00:19:48
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!
	08 May 2024	EP059 - M&A Strategies with Hartland Ross from The Host Broker	00:32:23
Why listen to this episode: Understand the Full Spectrum of MSP Business Growth: Hartland shares insights into how MSPs can grow organically through marketing and also accelerate growth through mergers and acquisitions. Learn from a Seasoned Expert: With over 20 years in the industry, Hartland discusses the evolution of MSP and hosting businesses and offers valuable perspectives on adapting to market changes. Practical Tips for Buying or Selling an MSP: Whether you're looking to buy or sell, Hartland provides essential advice on preparing for transactions, understanding valuation, and considering the personal impacts of selling your business. These points encapsulate the valuable insights shared by Hartland, making this episode a must-listen for anyone involved in the MSP space, looking to navigate the complexities of business growth and transitions. Connect with Hartland Ross on LinkedIn by clicking here - https://www.linkedin.com/in/hartlandross/ 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!
	18 Apr 2023	EP020 - Financial Benefits of Outsourcing for Your MSP with Scott Riley	00:26:37
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!
	08 Jul 2024	EP065 – Technological Shifts and the Future of MSP IT Staffing with Supportwave	00:30:00
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.
	06 May 2024	EP058 – Mastering Pen Testing and Cybersecurity for MSPs with Expert Ian Schenkel	00:30:32
Why You Should Listen to This Episode? Dive deep into the nuances of pen testing versus vulnerability scans with Ian's expert insights—perfect for demystifying cybersecurity for MSPs. Explore real-world applications and the financial side of cybersecurity services, helping you understand how to maximize returns for your MSP. Hear from Ian about navigating the MSP landscape with cybersecurity tools, complete with practical advice and a sprinkle of humour! Connect with Ian on LinkedIn by clicking here - https://www.linkedin.com/in/ian-schenkel-uk/?originalSubdomain=uk 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!
	19 Aug 2024	EP071 - Mastering Pension Fund Performance, Risk, and Fees: An Insightful Q&A with Barney Whiter	00:36:50
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!
	21 Mar 2024	EP047 – Seize unclaimed Millions in the MSP Channel with Jay Janes	00:28:21
EP047 – Seize unclaimed Millions in the MSP Channel with Jay Janes from Xpandly 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. Why Listen to This Episode? Discover Untapped Opportunities: Jay shares insights into the millions in unclaimed marketing development funds available to MSPs and how to tap into these resources for growth. Learn from a Leader: Get a deep dive into Jay's journey from chief revenue officer at Giacom to CEO of Xpandly, and how his experiences can help shape your MSP's strategies. Practical Marketing Strategies: From a mere £1,000 to a luxurious £20,000 monthly budget, learn how to efficiently allocate your marketing spend across social ads, content creation, and building an in-house agency. Don't miss out on these insights to enhance your go-to-market approach and secure those unclaimed millions waiting in the channel Connect with Jay Jaynes on LinkedIn by clicking here - https://www.linkedin.com/in/jay-janes/ 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!
	18 Sep 2024	EP081 – Creating a Winning Recruitment Strategy with Dean Watmough	00:34:32
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!
	12 Jun 2024	EP063 - Mastering MSP Marketing with Devin Rose	00:30:27
Why Listen to This Episode? Discover the essential MSP marketing tactics that can boost your lead generation. Learn why having an up-to-date, secure website is crucial for your marketing success. Get practical tips on leveraging SEO, Google Ads, and content marketing for your MSP Connect with Devin Rose on LinkedIn by clicking here – https://www.linkedin.com/in/mrdevinrose/ 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.
	07 Aug 2023	EP027 - MSP Financial Benchmarking with Daniel Wang	00:24:53
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!
	13 Feb 2024	EP040 Financial Strategies and Growth Insights with Andrew Allen	00:33:21
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. Join Daniel Welling and Adam as they welcome Andrew Allen, CEO of Abyss, in a dynamic discussion about managing an MSP business effectively. Andrew shares his journey from a business consultant to leading an MSP, emphasising the significance of financial management and understanding the numbers. Key insights include: The evolution of MSPs over the last decade, emphasising collaboration and knowledge sharing. The role of financial management in making informed, less emotional business decisions. The importance of proper accounting practices, especially in preparation for potential acquisitions. The conversation also delves into the budgeting process, the rhythm of financial management, and the criticality of having an efficient financial team. Andrew highlights the challenges and opportunities in vendor management and the use of technology for financial automation. As Andrew shares his personal definition of success, listeners get a well-rounded view of what it takes to run a thriving MSP business. Connect with Andrew on LinkedIn by clicking here - https://www.linkedin.com/in/askandrewallen/ 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!
	13 Dec 2023	EP032 - MSP Accountant Challenges and Opportunities with Chas Roopra	00:24:07
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. Why Listen to This Episode? Unique Insight from a Tech-Savvy Accountant: Chas Roopra, who brings a rare combination of IT engineering and accounting expertise, shares his journey from IT to accounting. He discusses how his background helps him better understand and address the specific financial challenges faced by MSP owners. Practical Financial Tips for MSP Owners: The episode dives into common frustrations MSP owners have with accounting services, like unclear pricing structures and the need for more proactive advice. Chas provides actionable tips on how to navigate these issues and optimize your financial strategies. Industry-Specific Accounting Advice: Learn how Chas's focus on the MSP market enables him to offer tailored advice that resonates with tech business owners. This episode is a goldmine for MSPs looking for guidance on financial management tailored to their unique industry challenges. What to Expect: Chas’s journey from IT to accounting and how it shapes his approach. Top frustrations of MSP owners with accounting services and solutions to these challenges. The importance of industry-specific accounting knowledge for MSPs. Chas’s perspective on how to optimize tax planning and financial management for MSP businesses. Connect with Chas Roopra on LinkedIn by clicking here - linkedin.com/in/chas-roopra-44250410 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!
	28 Aug 2024	EP076 – Revolutionising MSP Security with AI-enhanced SOC Solutions with Ian Vickers from Met Cloud	00:36:26
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!
	19 Mar 2024	EP046 - Commercialising Cyber Security with Dor Eisner	00:31:54
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. Why Listen to This Episode? In this enlightening episode of "It's A Numbers Game," dive into the world of MSPs and cybersecurity with Dor Eisner, CEO of Guardz . Here's what you'll learn: Guardz is revolutionizing the MSP landscape by providing a platform designed to simplify cybersecurity management and enable MSPs to become security-centric businesses. The introduction of a unique prospecting tool by Guardz empowers MSPs to generate tailored cyber risk reports for potential clients, facilitating business growth and addressing the SME market's security needs. Dor shares his entrepreneurial journey, highlighting the critical role of the "4T model" (Team, Technology, TAM, Timing) in building a successful business and the strategic steps taken from startup to scale-up in the cybersecurity sector. Tune in for a compelling discussion that could transform your MSP business strategy and inspire your next big move in the tech industry. Connect with Dor on LinkedIn by clicking here - https://www.linkedin.com/in/dor-eisner-17067744/ 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!
	11 Dec 2024	EP085 – Unpacking Budget Surprises for MSPs	00:21:40
In this episode of "It's a Numbers Game" Daniel Welling is joined by resident accountant Chas Roopra to analyse Rachel Reeve's first budget and its implications for businesses, especially MSPs. They discuss the unchanged corporation tax rates and pension legislation, and highlight key changes like the upcoming increase in national minimum wage, unaltered tax allowances leading to a stealth tax, and adjustments to employer NI rates and allowances. The episode also covers changes to capital gains tax, specifically for business asset disposals, offering insights into tax planning opportunities for MSP owners. Key takeaways include the importance of budgeting, projecting director salaries, and understanding potential tax liabilities. 00:00 Introduction and Welcome 00:32 Overview of the Budget 01:08 Unchanged Policies 02:38 Key Changes in the Budget 05:14 Impact on Employers and Employees 10:45 Capital Gains Tax and Business Asset Disposal 16:35 Actionable Takeaways for MSP Owners 18:47 Final Thoughts and Conclusion Connect with Chas Ropra on LinkedIn by clicking here – https://www.linkedin.com/in/chas-roopra-44250410 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/ For more information on the Profit Protector click here: https://mspfinanceteam.com/profit-protector/
	10 Jul 2024	EP066 – Innovating the MSP Ecosystem with ConnectWise's Pitch It Program	00:34:56
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!
	27 Aug 2024	EP075 – Understanding MSP Market Trends with Paul Billingham from Knight Corporate Finance	00:31:18
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!
	29 Aug 2023	EP028 - The 15-Minute Call and Next Steps in the Sales Process with Paul Green	00:38:38
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!
	01 Apr 2024	EP049 - Applying the Lessons From My First MSP in My Second MSP with Joe Burns	00:33:20
EP049 - Applying the Lessons From My First MSP in My Second MSP with Joe Burns 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. Why Listen to This Episode? Don’t miss this episode where Joe Burns shares insights on building a successful MSP, with three key takeaways: Experience Counts: Joe shares valuable lessons from his first MSP to enhance his second venture, Reformed IT. Rapid Growth Secrets: Discover Joe's strategies for quick success in the MSP industry. Innovative Pricing: Learn about Reformed IT’s unique approach to simplifying client services with all-inclusive packages. Connect with Joe Burns on LinkedIn by clicking here – https://www.linkedin.com/in/cyber-security-speaker-joe/ 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!
	12 Mar 2024	EP045 - Sales Tips, Exercise Bikes and the Pub! with Danny Boyle	00:30:44
In this episode of "It's a Numbers Game," featuring guest Danny Boyle, listeners will delve into valuable insights and practical advice across a variety of topics. Here are three main takeaways: Effective Sales Techniques for MSPs: Discover Danny's proven strategies for improving sales calls, including understanding the client's needs and navigating the sales cycle from initial contact to closing the deal. The Importance of Relationship Building in Sales: Learn about the shift from traditional selling to relationship-focused strategies, emphasizing the significance of building trust and rapport with potential clients. Practical Tips for Overcoming Common Sales Challenges: Gain actionable advice on tackling typical obstacles in the sales process, such as qualifying leads and dealing with gatekeepers, to enhance your success rates and drive business growth. Connect with Danny on LinkedIn by clicking here - https://www.linkedin.com/in/danny-boyle/ 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!
	01 May 2024	EP057 – How to build a £3m MSP without a salesperson with James Eades	00:32:31
Why You Should Listen to This Episode? Learn how James Eades built a successful MSP without a traditional sales team — hear about the unique sales and management strategies that keep them lean and effective. Explore the integration of automation and AI in MSP operations, and get insights on how these technologies are revolutionising customer engagement and service delivery. Gain practical advice from a seasoned MSP owner on scaling a business and the role of leadership in evolving business structures — all from real-life experiences and lessons learned Connect with James Eades on LinkedIn by clicking here – https://www.linkedin.com/in/jameseades 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! This episode was brought to you by; Cloud Contracts 365 – Built by Lawyers, Tailored for Tech. With their product built specifically to support MSPs, say goodbye to contract headaches. Using Cloud Contracts 365 you can create, review and manage industry specific contracts easily, making your sales happen faster and keeping risk low. This platform saves you over £120k annually in legal fees and frees up more time for dealing with customers and sales. Welcome to legal made easy. Welcome to Cloud Contracts 365. Visit cloudcontracts365.com to start your free trial today.
	20 Jun 2023	EP024 - Prime Networks M&A Journey - 5 Tips from 5 Acquisitions with Mark Simons	00:22:02
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!
	03 Sep 2024	EP078 – MSP Valuations and the importance of management accounts	00:39:53
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.
	05 Jun 2024	EP061 - Accidental Beginnings to Vendor Triumph with Luis Giraldo	00:31:03
Why listen to this episode: Get inspired by Luis Giraldo's accidental journey from a solo MSP owner to a successful vendor. Learn how to leverage business intelligence tools like Cognition 360 for MSP growth. Discover the critical importance of understanding and managing your business numbers. Connect with Luis on LinkedIn by clicking here - https://www.linkedin.com/in/luisgiraldo/ 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!
	18 Dec 2024	EP086 – When to Choose a Reseller Over a Distributor with Vincent O’Hanlon	00:29:24
This episode explores the decisions MSPs face when choosing between resellers and distributors for procurement. Vincent, a seasoned industry professional, joins hosts Adam and Daniel to share valuable insights on benefits and risks, pricing strategies, and building trust in supplier relationships. They discuss the importance of efficient service, managing cash flow, and mitigating risks associated with working with partners. Vincent also highlights how to leverage strong relationships and the importance of proactive client interactions to add value. The conversation encompasses various facets of the MSP business, from managing credit to enhancing service delivery through strong, trust-based relationships. 00:00 Introduction and Topic Overview 00:26 Building Trust with Resellers 00:50 Case Study: Overcoming Cash Flow Issues 03:22 Pricing Strategies and Market Dynamics 06:12 Challenges with Distribution and Vendor Relationships 09:29 Value-Added Services and Long-Term Relationships 15:44 Navigating Credit and Payment Terms 20:20 Tips for New Businesses and MSPs 26:37 Conclusion and Contact Information Connect with Vincent O’Hanlon on LinkedIn by clicking here – https://www.linkedin.com/in/vohanlon/ 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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