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Office Hours

Free workshops where successful MSP leaders share proven strategies for finance, accounting, and M&A to help you build a more valuable company.

Money Tree

Upcoming Sessions

Join our free Office Hours sessions where seasoned MSP owners and industry veterans teach practical financial strategies designed specifically for service providers.

The Simple Way to Protect Your MSP from Wire Fraud

Confused by compliance? Tim Golden shows a practical plan any MSP can follow to shrink risk and build trust.

Date: Thursday, October 23, 2025
Time: 11:00 AM ET

10 Steps to Boost Your MSP’s Valuation

Practical moves that make your business irresistible to buyers.

Date: Thursday, October 30, 2025
Time: 1:00 PM ET

Level Up Your Financial Game

Join The MSP Financial Academy, a Discord community where mentors help you master the financial side of running a successful MSP.

Meet Our Mentors

Meet the successful business leaders and industry experts who volunteer their time to help MSPs understand finance, accounting, and M&A through mentorship and guidance.

Past Sessions

Watch previous Office Hours workshops and continue the conversation in The MSP Financial Academy, where our mentors are ready to answer your questions and provide additional insights.

Profit-Focused Marketing for MSPs

Profit-Focused Marketing for MSPs

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Think Different: Apple MSP Insights Every Windows MSP Should Steal

Think Different: Apple MSP Insights Every Windows MSP Should Steal

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Get Paid Before You Do the Work

Get Paid Before You Do the Work

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Build Your MSP Marketing Playbook Live | Office Hours

Build Your MSP Marketing Playbook Live

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Translate Tech Problems Into Business ROI

Translate Tech Problems Into Business ROI

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5 Finance Upgrades That Unlock Strategic Growth for MSPs

5 Finance Upgrades That Unlock Strategic Growth for MSPs

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How Industry-Leading MSPs Align Their Financial Systems the Right Way

How Industry-Leading MSPs Align Their Financial Systems the Right Way

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How to Finally Get Real Profit Visibility in Your MSP

How to Finally Get Real Profit Visibility in Your MSP

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Turn MSP Purchasing Into Profits: 5-Step ConnectWise & QuickBooks Framework

Turn MSP Purchasing Into Profits: 5-Step Framework

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Build a Business That Doesn't Need Saving | MSP Finance Systems with Red Earth CPA

Build a Business That Doesn't Need Saving

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From Busy to Billable: Make Every Hour Count with Better Utilization

From Busy to Billable: Make Every Hour Count with Better Utilization

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Post-Acquisition Playbook: Retaining Top Talent

Post-Acquisition Playbook: Retaining Top Talent

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It Never Just Works: What MSPs Miss in Every Tech Implementation (Until It's Too Late)

It Never Just Works: What MSPs Miss in Every Tech Implementation

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See How AI Transforms Invoice Processing, Budget Forecasting & Tax Compliance

See How AI Transforms Invoice Processing, Budget Forecasting & Tax Compliance

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P&L Mastery: The 3 Simple Levers That Drive MSP Enterprise Value

P&L Mastery: The 3 Simple Levers That Drive MSP Enterprise Value

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Essential Financial Calculations with Rayanne Buchianico

Essential Financial Calculations for MSP Owners | Office Hours

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Brandi Bonds

Accelerate Your MSP: Smart Money Moves for Sustainable Growth

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Showcasing REAL MSP Financials: Top Margins, Multiples and Metrics

Showcasing REAL MSP Financials: Top Margins, Multiples, and Metrics

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Cash Flow Mastery: Strategic Financial Planning for Growing MSPs

Cash Flow Mastery: Strategic Financial Planning for Growing MSPs

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Tim Conkle

Stop Switching Tools, Start Building Value: Inside The 20's MSP Platform Strategy

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Donza Worden

MSP Buyer Landscape - Considering Who to Sell Your MSP To

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Bill Tyndall

Build vs. Buy: A Deep Dive into MSP Growth Strategies

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Brandi Bonds

Elevating Your Budget Strategy for Accelerated Growth

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Paul McCann

Strategic Year-End Tax Planning for MSPs

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Brandi Bonds

Choosing the Right Accounting Software for Your MSP

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Paul McCann

Building a Solid Accounting Foundation for MSPs

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