“Don’t worry, it integrates perfectly.”
That’s what the salesperson says. But Julie Ferraz has seen what happens next.
As a seasoned Controller with Next Level Now, Julie’s been in the trenches of M&A deals, ERP migrations, tool swaps (ConnectWise to Halo, Ramp rollouts—you name it). And every time, she sees the same thing: MSPs underestimate the financial fallout of a major system change.
In this session, Julie’s pulling back the curtain.
You’ll hear what actually happens during implementations—and what should happen on the finance side.
Because your tools don’t run your business. Your financial operations do.
What we’ll cover:
- Why most implementations go sideways (and how to prep better)
- The finance red flags to look for when switching systems
- How your chart of accounts, payment workflows, and reporting get disrupted
- What good financial hygiene looks like before you switch tools
- Why even small MSPs need to think like controllers during rollouts
Julie’s motto?
“If you think it’s going to ‘just work’—you’re already behind.”
Whether you’re planning a move now or just eyeing new tech, this is the Office Hours you’ll wish you heard before you signed the SOW.
🗓️ Thursday, May 1st
🕓 4:00 PM ET
📍Live on Zoom
