When Doreen Gemme worked as Financial Controller for two different MSPs, she discovered what separates the financially sophisticated MSPs from everyone else: they use the Service Leadership Index framework to structure their chart of accounts. Instead of generic accounting templates, they have financial systems that actually match how MSPs generate and track revenue.
But many MSPs are working with accounting structures designed decades ago for traditional businesses. When standard chart of accounts templates meet the unique demands of managed services, recurring revenue models, and project-based work, the result is often financial reports that obscure rather than illuminate what’s actually driving profitability. The disconnect isn’t anyone’s fault—it’s simply a mismatch between old frameworks and modern MSP operations.
In this session, you’ll learn how to implement the same SLI-based approach that gives peer group MSPs complete visibility into service line profitability, bulletproof forecasting capabilities, and the financial intelligence needed to make confident scaling decisions.
