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.
Upcoming Sessions
Join our free Office Hours sessions where seasoned MSP owners and industry veterans teach practical financial strategies designed specifically for service providers.
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
Lead the AI Transformation: How MSPs Can Build Trust and Drive Growth for SMBs
Learn proven strategies to guide your clients through AI adoption and unlock new revenue opportunities.
Date: Tuesday, November 4, 2025
Time: 12:00 PM ET
The MSP Owner’s Guide to Finding Hidden Revenue
How to uncover and correct the silent issues eroding margins.
Date: Tuesday, November 11, 2025
Time: 1:00 PM ET
Turn Stale QBRs Into Conversations That Grow Accounts
Replace dry performance reviews with dynamic, value-focused discussions that uncover opportunity and deepen relationships.
Date: Thursday, November 13, 2025
Time: 12:30 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.
The Simple Way to Protect Your MSP from Wire Fraud
Profit-Focused Marketing for MSPs
Think Different: Apple MSP Insights Every Windows MSP Should Steal
Get Paid Before You Do the Work
Build Your MSP Marketing Playbook Live
Translate Tech Problems Into Business ROI
5 Finance Upgrades That Unlock Strategic Growth for MSPs
How Industry-Leading MSPs Align Their Financial Systems the Right Way
How to Finally Get Real Profit Visibility in Your MSP
Turn MSP Purchasing Into Profits: 5-Step Framework
Build a Business That Doesn't Need Saving
From Busy to Billable: Make Every Hour Count with Better Utilization
Post-Acquisition Playbook: Retaining Top Talent
It Never Just Works: What MSPs Miss in Every Tech Implementation
See How AI Transforms Invoice Processing, Budget Forecasting & Tax Compliance
P&L Mastery: The 3 Simple Levers That Drive MSP Enterprise Value
Essential Financial Calculations for MSP Owners | Office Hours
Accelerate Your MSP: Smart Money Moves for Sustainable Growth
Showcasing REAL MSP Financials: Top Margins, Multiples, and Metrics
Cash Flow Mastery: Strategic Financial Planning for Growing MSPs
Stop Switching Tools, Start Building Value: Inside The 20's MSP Platform Strategy
MSP Buyer Landscape - Considering Who to Sell Your MSP To
Build vs. Buy: A Deep Dive into MSP Growth Strategies
Elevating Your Budget Strategy for Accelerated Growth
Strategic Year-End Tax Planning for MSPs
Choosing the Right Accounting Software for Your MSP