How to get more from the revenue your business is already generating
The MSPs building the most owner wealth right now aren’t always the ones with the highest MRR. They’re the ones who’ve closed the gap between what the business generates and what the owner actually keeps. Brandi Bonds, CEO of Next Level Now and a fractional CFO specializing in MSP financials, has spent nearly two decades helping IT business owners do exactly that.
In this Office Hours session, Brandi walks through three areas she reviews with every new client. You’ll learn the CFO moves that consistently produce the biggest shift in what owners actually take home. Each one works within the financial setup you already have, with nothing new to buy or implement.
You’ll leave with a short checklist of CFO questions to bring to your next accounting conversation and a clear first step to take before Q2. Bring your questions—Brandi will take them live. Whether you’re running a five-person shop or a fifty-person operation, this session will help your existing revenue work harder for you.
Key Learnings
- How to get a clearer picture of your true profit margins by service line
- What recent federal tax law changes mean for MSP owners this year
- The owner compensation question a CFO asks that most accountants never raise
- How to identify financial recovery opportunities that don’t require new clients
- What to bring to your next accounting conversation to make 2026 more profitable
