Accounting for Operations Management Used by Top Performing MSPs Webinar
Presented By:  Morris Stemp, CPA, MBA, CPHIMS, Partner and CFO at StratX IT Solutions

  July 18th, 2018
Time:  1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT
Accounting is not just for taxes. Learn how to use the financial data in your accounting system to manage and value your business.
Are you confused and confounded by accounting requirements?  Do you feel that your income statement does not make sense from month to month?  Does it seem that your PSA and QuickBooks are not talking the same financial language?  If you want to use meaningful financial intelligence about your MSP to start running your MSP, or if you’re looking to sell your MSP, your books need to be in shape and the numbers have to make sense.
Most MSP owners do not have a degree in accounting and may not know how to achieve this goal.  During this webinar, Morris Stemp, former CFO of a NYC based 50 person MSP, will talk about the basic accounting principles he follows in managing the accounting activities at an MSP.  Morris is a former CPA and an MBA and specializes in consulting with clients on the evaluation, selection, and implementation of accounting systems.
What will be covered:

  • Why is having a “good” set of books important? 
  • List attributes of “good” as basis for discussion of next topics.
  • Overview of the structure of chart of accounts.
  • Overview of accounting equation.
  • Cash vs accrual basis accounting.
  • Proper transaction recording.
  • Income statement analysis: One or two important metrics to know.
  • Client ranking spreadsheet.

If you sign up by Tuesday July 10th, Morris will conduct a free 15 minute consult and review of your accounting systems before the webinar.

This webinar was hosted at GoToWebinar.

Best Practices of Acquiring New MRR Clients for MSPs Webinar
Driving the Growth Engine Of New Clients Each Month

Broadcast Date:
 June 7th, 2018
Most MSPs will face a crossroad in their business. They will hit a sales ceiling that they won’t be able to surmount with their current business model.
Change begins with the owners commitment to change their business. This commitment must be informed by a plan and transformation blueprint, so they know what commitment means and willingly embrace it.
Learn how the owners of MSPs are attracting 2 new MRR clients and growing revenue by 33% a year. As clients of our Sales Transformation Program, they are following a proven blueprint to build a formidable sales engine:
  • What owners must learn how to lead sales
  • Why weekly discovery meetings are the only metric that matters
  • How to pursue the 7 pillars of generating discovery meetings

1. Volume prospecting (telephone, lead nurturing, direct mail)
2. Surgical prospecting (using a variety of methods to reach a short, hit list of prospects)
3. Alliances (partnering with a small set of companies who can refer multiple opportunities on a regular basis,
    vendors, adjacent IT players, accounting firms, etc)
4. Associations (must have a clear business development plan and sales objectives)
5. Systematic referral generation: Planned, proactive and routine
6. In-bound, SEO and digital: Do the basics, but do them faithfully
7. Eco-system of events and training offerings: Enhance relationships and demonstrate value.

  • Why you need a dedicated prospector
  • How to treat prospects as if they are already a client in the sales process
  • Hire top talent (and being ready to coach, develop and manage)
  • Operating as a team

This webinar was hosted at GoToWebinar.

Building the Value of Your Business Webinar
8 Things That Drive a Company's Value

Broadcast Date:  
April 4th, 2018

If you’re like a lot of entrepreneurs, you use your Profit & Loss (P&L) statement as your report card at the end of the year. You may even use your P&L to figure out what your company is worth by applying a multiple to your profit. But having worked with more than 30,000 entrepreneurs using The Value Builder System™, we’ve seen examples of companies that fetch up to three times more than the average price for companies in their industry.

Whether you want to sell your business – or just know that you could – you’ll learn the eight things that drive the value of your company and suggestions on how to dramatically increase the value of your business.
During this session, we’ll look at how to:

  • Structure your business to maximize its value.
  • How the size of your business affects its value.
  • Accelerate the pace of positive word-of-mouth for your business, using the same techniques as companies like Eventbrite, Intuit, Google, and Apple.
  • Minimize your company’s reliance on your personal involvement.
This webinar was hosted at GoToWebinar.

5 Things You Can Do Now to Make 2018 an Epic Year Webinar
Presenter: Terry Hedden, CEO of Marketopia
Broadcast Date: February 1, 2018
Marketing, the generation of new leads, is one of the biggest challenges for MSPs. Join us as our partner, Marketopia's Terry Hedden, presents on:
1) Know Your Goal & What it is Worth to You
2) Know What Achieving Your Goal is Worth to You
3) Implementing a Marketing Program that Generates Leads
4) Internal/External Execution Pros and Cons
5) Metrics to Ensure the Investment Is Paying Off
This webinar was hosted at GoToWebinar.