Daniel Welling

It's a Numbers Game

The MSP Finance Team Podcast "It's a Numbers Game" from the only financial management solution for MSPs in the UK, founded by former MSP-owners.

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: sites.libsyn.com

Autor

Daniel Welling

Kategoria

Business

Strona podcastu

sites.libsyn.com

Ostatni odcinek

1 lis 2026

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Odcinki

EP120 – Selling Cybersecurity to Clients Who Think They're Not a Target with Adam Pilton 11.01.2026

In this episode, Adam Pilton from Heimdal discusses his role in educating and supporting MSPs and small businesses on cybersecurity. He shares his unique perspective drawn from a 15-year career in law enforcement and as a Cyber Essentials auditor. The conversation covers the importance of storytelling, recognising and mitigating risks, maintaining cybersecurity standards like Cyber Essentials, and...

EP119 – How MSPs Should Start With AI Today with Fiona Challis 02.01.2026

In this episode, Fiona discusses the rapid advancements in AI, especially in the Managed Service Provider (MSP) sector. The conversation delves into how AI avatars are surpassing human avatars in social media, the adaptation of MSPs to AI technologies, and the importance of staying updated in the swiftly changing AI landscape. Fiona recalls past initiatives like the Mentori Program which helped na...

EP118 – Confidence, Change and Better Decisions with Graham Norris 01.01.2026

In this engaging episode, hosts Daniel, Adam and guest Graham Norris explore their personal journeys within the Toastmasters program, highlighting its significant impact on their public speaking skills and confidence. They share stories about overcoming initial fears and discuss how repeated practice at Toastmasters helped them become better communicators. Graham describes how his experience with...

EP117 – Consolidate, Certify, Comply: Jason Kemsley's MSP Playbook for 2026 31.12.2025

In this episode, host Daniel welcomes Jason Kemsley to discuss the evolving landscape of Managed Service Providers (MSPs). Jason shares his insights on the three Cs that will define successful MSPs by 2026: Consolidation, Certification, and Compliance. The conversation explores the importance of niching down and standardising operations to thrive in a competitive market. They also delve into how c...

EP116 – Why Your MSP Contracts Are Costing You Profit with Anne Hall 15.12.2025

In this podcast episode, Adam, Daniel, and Anne discuss the significance of legal agreements for Managed Service Providers (MSPs) and how they impact EBITDA. They discuss the inherent risks MSPs face, the importance of proactive use of contracts, and common pitfalls like revenue leakage from services out of scope. The conversation highlights the need for MSPs to educate their clients and align int...

EP115 - Building Trust with Effective Case Studies with Rob Beadle 04.12.2025

In this episode, industry expert Rob joins the hosts to discuss the significance of high-quality, effective case studies for Managed Service Providers (MSPs). The conversation delves into the current state of case study usage among top UK MSPs, revealing that while many are embracing both written and video formats, there is still a lot of room for improvement. Rob outlines the primary benefits of...

EP114 – MSP Show 2025 - M&A Masterclass - Positioning for the Perfect Deal​ 22.11.2025

In this informative session, Adam and Dan delve into the intricate world of mergers and acquisitions (M&A) specifically tailored for Managed Service Providers (MSPs). Recorded live at the MSP Show 2025, returning for a second year to the London exhibition, the duo builds upon last year's discussion on valuations and management accounts to explore negotiation tactics and heads of terms. They aim to...

EP113 – Streamlining MSP Billing and Eliminating Reconciliation Headaches with Colin Knox 11.11.2025

In this episode, Colin returns to discuss the intricate challenges MSPs face regarding billing reconciliation. He explains how MSPs struggle with managing a wide spectrum of resold products and the dynamic nature of SMB customers. Colin introduces a new 'done-for-you' reconciliation service designed to simplify this task, reflecting on its development origins and the benefits it offers. The conver...

EP112 – Open Banking and the End of Traditional Direct Debits with Kevin Ludford 10.11.2025

In this episode of It's A Numbers Game, hosts Adam Morris and Daniel Welling discuss the future of payments with open banking expert Kevin Ludford. The conversation delves deep into the advancements and benefits of variable recurring payments (VRP) for managed service providers (MSPs). Kevin explains the transformation occurring in payment collections, particularly the shift from traditional direc...

EP111 – How to build an MSP Sales Engine with Graham Stead 26.10.2025

In this podcast episode, host Dan iel Welling catches up with former colleague Graham to discuss their shared history and Graham's career journey, from his early days at Sols is to his significant role at NewCMI and beyond. The conversation explores the evolution of Managed Service Providers (MSPs), touching upon Graham's transition from a techie at HP to a business owner, and eventually into a sa...

EP110 – Building MSP Growth on a Strong Cyber Foundation with Phil McGowan from Huntress 02.10.2025

In this episode, hosts Adam Morris and Daniel Welling  welcome guest Phil McGowan to discuss the innovative security solutions offered by Huntress , particularly focusing on their endpoint detection and response (EDR) and 24/7 security operations centre (SOC) services. They dive into how these tools help Managed Service Providers (MSPs) enhance their security offerings for small and medium-sized b...

EP109 – Learn how this MSP is saving thousands per month using real world AI – with Alex and Dani from PCW Solutions 21.09.2025

In this episode, host Adam welcome s Dan i and Alex from PCW Solutions to discuss their business journey, emphasi s ing how they've integrated artificial intelligence (AI) into their company's operations. Alex details the inception and growth of PCW Solutions over the past 21 years, starting from helping domestic customers to managing over 150 business clients today. The conversation dives into th...

EP108 – The Co-opetition Playbook: Aligning MSP Ops with the P&L 07.09.2025

In this episode of 'It's A Numbers Game,' hosts Adam Morris and Daniel Welling are joined by guests Angie Hasen b ank from Hasen b ank Accounting Services (US) and Lauren McMaster from Rosy Small Business Services (Australia) for a globe-spanning discussion on mastering MSP finances. Key topics include the importance of standardi s ed charts of accounts, proper labour allocation to see true gross...

EP107 – Borrow Smart, Buy Smart—MSP Growth Finance Explained with Alex Fenton 31.08.2025

In this episode, hosts Adam Morris and Dan iel Welling welcome Alex, a seasoned advisor and former lender, to delve into the complexities of raising funds for growing a Managed Service Provider (MSP) business. They explore the intricacies of mergers and acquisitions (M&A), shedding light on different financing options such as factoring, invoice discounting, and revenue-based financing. Alex shares...

EP106 – MSP Growth in 2025—Is Telesales Part of the Plan with Luke Doyle 25.08.2025

The Evolving Role of Telemarketing in MSP Lead Generation   In this podcast episode,  hosts Adam Morris with Daniel Welling and guest Luke Doyle discuss the current relevance and strategies of telemarketing in the MSP (Managed Service Provider) industry. The guest shares insights into the evolution of telemarketing, balancing traditional and modern marketing techniques, and provides an overview of...

EP105 – Thinking of Selling Your MSP? Evergreen's Isobelle Coventry Spills Valuation Multiples, Deal Tactics and the UK Acquisition Boom 02.08.2025

In this episode, Isobelle joins the podcast to discuss her experiences and insights from working in the UK  market, particularly focusing on mergers and acquisitions (M&A) of Managed Service Providers (MSPs).  Isobelle  talks about Evergreen's growth, including partnering with seven MSP businesses across the UK, and their approach to acquiring and supporting new businesses. Isobelle also touches o...

EP104 – Blueprint for a Low-Noise High-Value MSP with Simon Gurner 27.07.2025

  In this episode, Simon shares his riveting journey from starting as an engineer at Ford Motor Company to founding and growing his own business, Sunrise, over the past 22 years. He discusses his decision to leave Ford, the crucial moments and opportunities that shaped his entrepreneurial path, and the challenges and triumphs along the way. Simon delves into the importance of structured business m...

EP103 – How MSPs Can Finally Stand Out with Ian Blake 15.07.2025

In this podcast episode, host Adam Morris speaks with Ian Blake , an expert on differentiation strategies for Managed Service Providers (MSPs). They discuss the challenges service industries like MSPs face in standing out from the competition. Ian explains how logical thinking, common in the MSP space, can hinder differentiation and shares a compelling story of a restaurant owner who succeeded by...

EP102 – You're Probably Bleeding Cash! Tim Hoskins Drops the 3 Bookkeeping Hacks That Can Instantly Pump-Up MSP Profits 22.06.2025

In this episode, Tim joins the podcast to share insights into bookkeeping and financial management specifically tailored for Managed Service Providers (MSPs). The discussion covers common challenges faced in the MS P market, tips for effective bookkeeping, and the importance of accurate VAT returns. Tim emphasi s es the role of timely bank reconciliations and cash flow management. She also offers...

EP101 – Employee Ownership Trust explainer - benefits and pitfalls with Richard Coulthard 16.06.2025

In this episode, Richard Coulthard from I s o n Harrison Solicitors joins the hosts to provide a comprehensive look at Employer Ownership Trusts (EOTs). The discussion covers the growing popularity of EOTs in the Managed Service Provider (MSP) space, their tax advantages, the practical aspects and benefits of transitioning to employee ownership, and the long-term financial and operational implicat...

EP100 – MSP Procurement Masterclass with Monica Ozaruk 27.05.2025

In this episode, Monica joins the podcast to discuss common procurement challenges faced by Managed Service Providers (MSPs). Introduced by a mutual client, Monica has focused on the procurement module in ConnectWise, which directly impacts the effective production of management accounts. Monica highlights the top three procurement mistakes MSPs make: overcomplicating the process, not understandin...

EP099 – Enhancing Cyber Defence: Insights from Nick O'Donovan 06.05.2025

In this episode, we reconnect with Nick O'Donovan , who  provides an overview of H untress ' operations, particularly their growth and expansion into Europe, with a focus on enhancing relationships with MSPs. He highlights H untress ' efforts in recruiting and m aintaining a strong team , despite industry challenges, and the success of their recent roadshow series. Nick also discusses the company'...

EP098 – Breaking Barriers: Embracing Coopetition Among MSPs with Shawn Walsh 05.05.2025

In this episode, the hosts welcome Shawn, a seasoned MSP expert, to discuss the concept of 'co-opetition,' a blend of cooperation and competition among Managed Service Providers (MSPs). Shawn shares insights from his 25-year journey in the MSP industry, his experience with peer groups, and his current role in running events and providing coaching through Encore Strategic. He emphasi s es the impor...

EP097 – Winning More MSP Clients with Strategic Podcast Marketing with Devin Rose 21.04.2025

In this episode, Devin returns to discuss the value and strategies of podcast advertising for Managed Service Providers (MSPs). The conversation explores how podcast advertising draws parallels with traditional radio advertising and how it serves as a viable brand awareness tool amid the challenges of digital advertising attribution. Devin highlights the importance of niche targeting and the evolu...

EP096 – From 80s Flashbacks to Modern MSP Hacks. What is the MSP Show and why you need to be there. 08.04.2025

In this episode, hosts Adam and Daniel are joined by David and Alex to discuss the origins and rapid growth of the MSP Show, an event dedicated to managed service providers (MSPs) set to take place at the London Excel on May 14th and 15th. The conversation covers the transition from the long-established SITS IT support show to the speciali s ed MSP show, noting how it has expanded its focus to inc...

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