HaloPSA consulting for MSPs ready to move faster.
Flexible doesn't mean easy. It means a hundred ways to get it wrong.
HaloPSA is the fastest-growing PSA platform in the MSP space — and for good reason. It's modern, flexible, and built with MSPs in mind. But “flexible” also means there are a hundred ways to configure it wrong.
Whether you're implementing HaloPSA for the first time, migrating from ConnectWise or Autotask, or trying to get more out of your existing setup, I make sure it's configured to match how your MSP actually operates.
HaloPSA is powerful — but only when configured to match your operations.
What I do
Full-stack HaloPSA consulting
New Implementations
Full HaloPSA setup from scratch — ticket types, SLAs, contracts, queues, email parsing, portal customization, and integrations. Launch configured for your workflows, not a blank canvas.
Migration from ConnectWise & Autotask
Data migration with field mapping, ticket history with attachments, agreement recreation, configuration items, integration rewiring, and team training.
Optimization
Audit your current HaloPSA configuration, identify gaps, and implement improvements — workflow tuning, SLA accuracy, billing reconciliation, and better reporting.
Custom Development
Custom API integrations, webhook-driven automation, billing scripts for M365/Azure/distributors, and custom reporting views using HaloPSA's powerful API.
Platform choice
Why MSPs are moving to HaloPSA
I work with both ConnectWise and HaloPSA — and I recommend whichever platform is right for your MSP. That said, I'm seeing more MSPs move to HaloPSA than ever, and the reasons are consistent:
Modern Interface
Techs actually want to use it. Less training, fewer workarounds, higher adoption across your team.
Better Pricing
All-inclusive licensing without the nickel-and-dime add-ons that inflate ConnectWise costs.
Faster Development
HaloPSA ships features monthly that ConnectWise takes years to deliver.
Clean API
Well-documented, RESTful, and actually pleasant to integrate with.
Responsive Support
You talk to people who know the product, not a ticket queue.
Real results
Cross-platform results from a recent engagement
The problems — manual invoice processing, disconnected billing workflows, inadequate reporting — are platform-agnostic. The approach I use to solve them works regardless of which PSA you're running.
| Metric | Before | After | Impact |
|---|---|---|---|
| Manual invoice processing | ~15 min each | ~2 min each | 87% reduction |
| Billing accuracy | 3-5% error rate | <0.1% error rate | 98% improvement |
| Workflow automation coverage | Partial | 100% | Complete |
| Integration failure detection | Days | Minutes | Real-time |
“We switched to HaloPSA and had it running better in two weeks than ConnectWise ever was in five years.”
Owner, Growing MSP
Book a HaloPSA Consultation
Whether you're evaluating, migrating, or optimizing — let's talk about what HaloPSA can do for your MSP.