You’re running sophisticated operations with PSA workflows, automated billing, and multiple revenue streams. Your business is complex, and it deserves financial systems that can keep up.
The challenge isn’t your capability—it’s that most accounting setups weren’t designed for the way modern MSPs actually operate. When your PSA and accounting systems don’t speak the same language, you lose visibility into what’s really driving profitability.
Michelle has spent 17 years helping MSPs align their financial systems with their operational reality. The difference between generic accounting and MSP-optimized financial architecture is transformative: clean data flows, accurate line-of-business visibility, and numbers you can actually trust for strategic decisions.
Today, we’re building the financial foundation that scales with your sophistication. This isn’t about fixing broken processes—it’s about designing systems that match the complexity and intelligence of how you actually run your business.
Key Learnings:
- Get your financial data to align with industry benchmarks and peer group standards, learn how to structure your Chart of Accounts using the Service Leadership Index
- Eliminate sync issues between your PSA and accounting systems, discover the integration strategy including GL mapping that actually works and product catalog design that prevents data corruption
- Gain line-of-business visibility without creating reporting nightmares, build revenue and COGS architecture plus balance sheet management for deferred revenue and prepaid expenses
- Know when to rebuild versus refine your existing setup, master the transition strategy without losing historical comparisons or disrupting your current operations
