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 comprehensive engagement.

ConnectWise Consulting

Boards, workflows, agreements, 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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Billing Automation

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

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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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Reporting & Dashboards

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

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PSA Migration

ConnectWise to HaloPSA. HaloPSA to ConnectWise. Autotask to either. Clean data, zero downtime.

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PSA Health Check

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

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Workflow Design

Ticket lifecycle automation, SLA enforcement, escalation rules, and approval chains — designed for how your team works.

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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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Not sure which service you need?

Start with a free Discovery Call and I'll figure it out with you.

Book a Discovery Call