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.
Author
Daniel Welling
Category
Podcast website
Latest episode
Jun 28, 2026
Where to listen?
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Episodes
EP111 – How to build an MSP Sales Engine with Graham Stead 26.10.2025 41:45
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 32:44
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 31:33
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 27:46
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 34:46
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 38:44
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 37:32
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 35:26
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 31:01
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 34:12
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 36:28
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 34:12
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 27:05
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 32:41
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 33:18
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 25:48
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...
EP095 – Expert Sales and Lead Generation Strategies with Alex Smith 01.04.2025 34:40
In this episode, Alex shares insights into effective presentations and sales techniques. Emphasi s ing the importance of neural spikes like the 'one big clap' and the use of the Pomodoro timer, Alex explains how these methods help maintain audience engagement. The discussion continues with lead generation strategies, focusing on the 12-4-3 method for creating consistent, valuable content. Alex the...
EP094 – Modernising Legacy Applications for MSPs with Ben Lange 12.03.2025 34:12
In this episode, Tech Tribe members Daniel and Ben explore the complexities MSPs face when dealing with legacy business applications. They discuss the importance of understanding the client's perspective and the reasons these outdated systems persist. Ben shares strategies for moderni s ing these systems, including breaking down large problems into smaller ones, virtuali s ing old servers, and inv...
EP093 – Mastering the art of pricing with Mark Peacock 03.03.2025 35:30
In this episode of 'It's a Numbers Game,' hosts Adam and Daniel are joined by special guest Mark Peacock, a pricing expert who runs the company Pricemaker. Mark discusses the crucial, yet often overlooked, area of pricing and shares effective strategies for business growth. The conversation covers the psychology of pricing, client profitability analysis, and the importance of annual price increase...
EP092 – Optimise Your Client Experience with Nicole Stracey from AnswerConnect 24.02.2025 30:02
In this podcast episode, Nicole Stracey, the Growth and Partnership Manager at AnswerConnect UK, joins the host to discuss the benefits and intricacies of using a 24/7 live answering service for Managed Service Providers (MSPs) across the UK, US, and Canada. Nicole explains how AnswerConnect supports MSPs by handling customer calls around the clock, allowing IT specialists to focus on their core t...
EP091 – Secrets to boosting your MSP lead gen via local SEO with Louis Veldhuijzen 11.02.2025 30:51
In this episode, Loui s returns to discuss developments in SEO and local lead generation for Managed Service Providers (MSPs). Loui s highlights the importance of MSPs taking advantage of local SEO, especially using Google Maps profiles, to attract leads. He emphasi s es the need for MSPs to build an attractive and trustworthy Google Business profile with plenty of positive reviews. Loui s also in...
EP090 – Security, Innovation, and Market Insight with Mark Lamb 22.01.2025 30:26
In this podcast episode, Adam Morris speaks with Mark Lam b , founder of HighGround, about his journey from running a Managed Service Provider (MSP) to developing a software product. Mark discusses the challenges of helping customers understand their IT spend and the transition from service-based to product-based business models. He elaborates on the mistakes made during the software development...
EP089 – From Hosted Desktops to Cybersecurity, A Chat with Simon Luck 15.01.2025 31:47
In this podcast episode, Simon discusses his journey and current endeavors in the Managed Service Provider (MSP) world, including his background in IT and the establishment of his MSP business, Host My Office, 12 years ago. Simon delves into the benefits and challenges of hosted desktop solutions, particularly for professional services like accountants and legal firms, and predicts its relevance f...
EP088 – How one person can build a scalable MSP with outsourcing and a clear strategy with Alex Stanier 31.12.2024 37:07
In this episode, the Adam and Daniel welcome Alex, an inspiring one-person MSP, to discuss his unique journey. The conversation covers his experience working in various IT roles, including his time at BBC and the 2012 Olympics broadcast team. Alex shares his decision to avoid hiring staff and instead leverage outsourced services, describing his model'. They discuss the nuances of managing small to...
EP087 – Unlocking Revenue Potential in MSP Contracts with Kim Simmonds 30.12.2024 32:12
In this episode of 'It's a Numbers Game,' Daniel and Adam welcome back legal expert Kim Simmonds d iscussing MSP (Managed Service Provider) contracts, shifting the focus from risk mitigation to revenue generation. They discuss how contracts can prevent revenue leakage through strategies such as service credits, proper termination clauses, and exit transition clauses. Kim emphasi s es the importan...
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