Are you about to switch PSAs, add new financial tools, or clean up your back office stack? This session is for you.
In this edition of Office Hours, Julie Ferraz, Controller at Next Level Now, walks through what MSPs consistently get wrong in tech implementations—and how to get it right using a finance-first approach.
You’ll learn:
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Why most PSA rollouts fail
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How to structure your implementation around financial outcomes
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The six areas that must be mapped before rollout
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How to make your next software investment M&A-ready
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When to start fresh vs. fix what’s broken
🎯 Whether you’re switching to Halo, implementing Ramp, or cleaning up QuickBooks, Julie’s framework will help you plan smarter and scale cleaner.
