PSA consulting services for MSPs that actually move the needle.

Every engagement starts with understanding how your MSP actually operates, not how the vendor's default template assumes you do. I work across ConnectWise and HaloPSA, and every service below can be scoped as a standalone project or combined into a full engagement.

Three pillars

Configure. Optimize. Build.

Configure

From scratch implementations to rescuing a PSA that's been neglected for years. Boards, workflows, agreements, and integrations, all configured to match how your business actually runs.

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Optimize

Already running ConnectWise or HaloPSA but know it could be better? I audit your setup, find the gaps, and fix what's costing you money.

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Build

When off-the-shelf tools aren't enough, I build custom operational platforms tailored to your MSP: full-stack automation, API integrations, financial dashboards, compliance monitoring. Whatever your operation needs to scale.

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All services

10 specialized services for MSPs

Platform

ConnectWise Consulting

Boards, workflows, agreements, and integrations, configured the way your business actually works.

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HaloPSA Consulting

Implementation, optimization, and customization for the fastest-growing PSA in the MSP space.

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Operations

Billing Automation

Automated billing across M365, Azure, Pax8, Ingram, and security tools. Stop leaving revenue on the table.

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Reporting & Dashboards

Custom dashboards and reports that show you what actually matters: profitability, utilization, SLA compliance.

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Workflow Design

Ticket lifecycle automation from open to close. SLA enforcement, escalation rules, and approval chains that match how your team actually works.

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Support & Technical

Custom API Integration

Connect your PSA to anything: CRMs, accounting, RMMs, vendor portals. If it has an API, I integrate it.

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PSA Health Check

A full audit of your current PSA configuration with a prioritized fix list and ROI estimate.

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Ongoing PSA Monitoring

Continuous monitoring of your PSA configuration. Catch billing leakage, configuration drift, and broken workflows before they cost you.

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Managed PSA Retainer

Ongoing PSA management, configuration changes, and optimization on a monthly retainer. Your outsourced PSA admin.

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Enterprise

Custom Platforms

When off-the-shelf tools aren't enough, I build purpose-built operational platforms for your MSP.

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Real results from a real engagement:

200+

Hours of operational capacity created weekly

$9M+

Assessed operational value

$220K

Revenue per employee (2x industry avg)

Read the Case Study →

Where to start

Not sure which service you need?

Never had your PSA audited?

Start with a PSA Health Check to find out what's broken and what it's costing you.

PSA Health Check

Know what's broken, need it fixed?

ConnectWise or HaloPSA consulting. Targeted fixes or full overhauls.

Platform Consulting

Need something custom built?

Custom operational platforms: full-stack automation, integrations, and dashboards engineered for your MSP.

Custom Platforms

Need ongoing support?

A managed retainer gives you a dedicated PSA expert on call every month.

Managed Retainer

Let's figure out the right service together

Start with a free 30-minute Discovery Call. I'll learn about your setup and recommend the right path forward.

Book a Discovery Call