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
EP086 – When to Choose a Reseller Over a Distributor with Vincent O'Hanlon 18.12.2024 29:24
This episode explores the decision s MSPs face when choosing between resellers and distributors for procurement. Vince nt , a seasoned industry professional, joins hosts Adam and Daniel to share valuable insights on benefits and risks, pricing strategies, and building trust in supplier relationships. They discuss the importance of efficient service, managing cash flow, and mitigating risks assoc...
EP085 – Unpacking Budget Surprises for MSPs 11.12.2024 21:40
In this episode of "It's a Numbers Game" Daniel Welling is joined by resident accountant Chas Roopra to analyse Rachel Reeve's first budget and its implications for businesses, especially MSPs. They discuss the unchanged corporation tax rates and pension legislation, and highlight key changes like the upcoming increase in national minimum wage, unaltered tax allowances leading to a stealth tax, an...
EP084 – Operational Excellence with Michelle Coombs 13.11.2024 32:23
In this episode of " It's a Numbers Game " host Adam and co-host Dan are joined by Michelle Coombs from the Tech Leader Network to discuss operational effectiveness and efficiency in managed service providers (MSPs). The conversation covers key strategies for improving MSP performance, including priorit is ing customer satisfaction, ensuring accountability in service delivery, and setting clear ob...
EP083 – Enhancing MSP Security and Efficiency: Jake Webber-Cadby Discusses Inforcer 02.10.2024 32:15
In this episode, Jake discusses the robust functionalities of Inforcer, a software platform designed by and for MSPs to manage Microsoft policies across customer tenants. He elaborates on the platform's role in centralising policy management, enabling time savings, reducing risk, and creating new revenue streams for MSPs. Jake explains the challenges MSPs face without such a tool, the competitive...
EP082 – The CIPP Game-Changer with Simon Butler 25.09.2024 28:01
In this episode, Simon discusses the CyberDrain Improved Partner Portal (CIPP), an Azure app designed to streamline the administration of Office 365 tenants for Managed Service Providers (MSPs). Simon explains the features, benefits, and cost-effectiveness of this open-source tool, which allows MSPs to manage multiple tenants from a single platform. He highlights its rapid release cycle, integrati...
EP081 – Creating a Winning Recruitment Strategy with Dean Watmough 18.09.2024 34:32
In this episode, Adam and Daniel welcome Dean to discuss the nuances of recruitment and retention within the Managed Service Provider (MSP) industry. This conversation touches upon the challenges MSPs face, particularly around outsourcing and attracting the right talent. Dean elaborates on the importance of having a robust employer brand, effective onboarding processes, and the significance of per...
EP080 – Saving Money and the Environment with Dan Ellis 11.09.2024 27:12
In this episode, Dan Ellis, founder of PCPowerSave, discusses the inspiration behind his SaaS application designed to reduce energy consumption on computer systems. He details the challenges it addresses, particularly amid rising electricity costs in Europe. Dan outlines how his software surpasses standard power settings by providing detailed reports and automated optimisations, enabling significa...
EP079 – How Much Is Enough? The Ultimate Guide for MSP Owners Using FIRECalc for a Profitable Exit Video 04.09.2024 17:45
In this episode of 'It's a Number Game' podcast, Adam Morris from the MSP Finance Team introduces viewers to FIRECalc, an online tool for evaluating business valuation and retirement planning. Discover why it's crucial to get the right valuation for your business, the risks associated with undershooting or overshooting your financial targets, and how to use historical data since 1873 for more accu...
EP078 – MSP Valuations and the importance of management accounts 03.09.2024 39:53
This episode addresses key financial management strategies for Managed Services Providers (MSPs). Dan Welling emphasises the importance of understanding whether you want to apply pressure or take pressure when it comes to your finances, suggesting that those on top of their finances have leverage over banks. He highlights common financial misconceptions and problems faced by MSPs, such as over-rel...
EP077 – From Death in Service to Key Person Cover: Gary Lucas's Guide to Business Protections 29.08.2024 38:11
In this inaugural podcast appearance, Gary Lucas, an independent financial advisor from Burlington Associates, discusses the critical aspects of business protection. He highlights the importance of various insurance products including death in service, income protection, private medical cover, and critical illness cover for employees. Gary also delves into key person cover and share protection for...
EP076 – Revolutionising MSP Security with AI-enhanced SOC Solutions with Ian Vickers from Met Cloud 28.08.2024 36:26
In this episode, Daniel and Adam are joined by Ian Vickers from Met Cloud for a deep dive into the evolution and future of security operations centers (SOCs) for managed service providers (MSPs). Ian discusses the journey from traditional MSP environments to developing innovative AI-driven SOC solutions that could disrupt the current market. Key topics include the challenges of early cloud securit...
EP075 – Understanding MSP Market Trends with Paul Billingham from Knight Corporate Finance 27.08.2024 31:18
In this episode, Paul from Knight Corporate Finance discusses the firm's approach to advising technology companies on mergers and acquisitions, funding, and exit planning. He highlights the importance of understanding business objectives and the dynamics of the current market. Paul provides advice for both buyers and sellers, focusing on factors like business size, customer profile, and funding re...
EP074 – The Evolution and Future of MSPs with Peter Bell: Offshoring, Cloud, and Global Competition 26.08.2024 35:19
In this episode, Peter Bell discusses his journey in the Managed Service Provider (MSP) industry, highlighting his longstanding business in Melbourne and his 14-year experience with offshoring in the Philippines. The conversation covers various topics crucial for MSPs, such as the benefits and challenges of staff augmentation, the shift towards remote support, and the increasing acceptance of remo...
EP073 – Breaking Down Recruitment for MSPs In-House vs. Recruiter with Jane Matthews 19.08.2024 32:59
In this episode, Jane discusses the paradox within the Managed Service Provider (MSP) industry where companies readily outsource IT management but hesitate to outsource recruitment. The conversation delves into the inefficiencies and costs of in-house recruitment, the value of specialized recruiters, and the significance of cultural and technical fit in hiring. The challenges of the recruitment in...
EP072 - The Evolving MSP Market: Challenges and Opportunities with Robin Ody 19.08.2024 37:24
In this podcast episode, Robin from Canalys joins the show to discuss the MSP sector. Robin provides an overview of Canalys, an independent research firm focused on the channel, and explains their role in gathering and analysing data to present trends and insights. The conversation delves into the classification and growth of MSPs globally and in the UK, the different models MSPs use, and the fina...
EP071 - Mastering Pension Fund Performance, Risk, and Fees: An Insightful Q&A with Barney Whiter 19.08.2024 36:50
In this episode, Barney answers listener questions about navigating pension fund performance, risk, and fees. The discussion addresses key differences between workplace and self-managed pensions (SIP), the importance of examining fund fact sheets, and understanding total investment costs, including fees from financial advisors. Barney emphasizes investing time in financial education to make inform...
EP070 - The Role of MDR and EDR in Today's Security Environment with Paul Barnes 19.08.2024 32:42
In this episode, Daniel and Paul discuss important facets of the modern security landscape with a special focus on Managed Service Providers (MSPs). They explore how enterprise-level security services migrate to MSPs due to increasing adversarial threats. Paul, with over 20 years in the industry, delves into the evolution from antivirus to Endpoint Detection Response (EDR) and Managed Detection Re...
EP069 – Profitable BCDR Strategies for MSPs with Melvyn White from Axcient 01.08.2024 26:13
Why You Should Listen: Understanding BCDR Layers: Learn the critical differences between backup, disaster recovery, and business continuity to enhance your MSP strategy. Practical DR Planning: Discover a four-step process to create a comprehensive disaster recovery plan, including real-world applications and essential team roles. Monetise DR Services: Gain insights on how MSPs can effectively pric...
EP068 – Boost Efficiency and Cash Flow with Ben Spector 31.07.2024 33:17
Why Tune In? Understand Payment Innovations: Dive into the evolution of payment methods within the MSP sector, with a special focus on overcoming objections to automated payment systems. Learn About Seamless Integration: Discover how new platforms like Zomentum are addressing the gaps in payment processing by integrating directly with accounting software, making your financial operations smoother....
EP067 – Stand out marketing strategies with Tim Fitzpatrick 12.07.2024 32:14
In this episode you will learn : The pitfalls of diving into marketing tactics without a solid strategy. How Targeting and niching down can drastically simplify and enhance your marketing efforts. How to avoid wasting time and resources on ineffective practices. Tune in to pick up these valuable insights that can help you navigate the complexities of marketing for MSPs! Connect with Tim Fitzpatric...
EP066 – Innovating the MSP Ecosystem with ConnectWise's Pitch It Program 10.07.2024 34:56
Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. Why Listen to This Episode? This episode delves into ConnectWise's "Pitch It" program, spotlighting its role in empowering the next wave of entrepreneurs in the MSP Vendor ecosystem. With insights from the ConnectWise team, listeners will explore the challenges and opportunities i...
EP065 – Technological Shifts and the Future of MSP IT Staffing with Supportwave 08.07.2024 30:00
In this episode of "It's a Numbers Game," Daniel and Adam are joined by Kosta Karatamoglou and Caitlin McGregor from Supportwave. They dive into the evolving gig economy and how it's reshaping the MSP landscape. Here are three reasons why you should tune in: Discover how the gig economy is creating flexible work opportunities for both MSPs and IT professionals. Learn about the rise of fractional r...
EP064 - How AI and automation can boost MSP Efficiency with Mark Pennington 14.06.2024 35:28
In this episode, you'll learn: How AI and automation can boost efficiency and profitability in your MSP. Practical examples of AI applications, from sentiment analysis to multilingual support. The benefits of leveraging your PSA data to improve ticket resolution and onboarding processes. Connect with Mark Pennington on LinkedIn by clicking here – https://www.linkedin.com/in/mrpennington/ Connec...
EP063 - Mastering MSP Marketing with Devin Rose 12.06.2024 30:27
Why Listen to This Episode? Discover the essential MSP marketing tactics that can boost your lead generation. Learn why having an up-to-date, secure website is crucial for your marketing success. Get practical tips on leveraging SEO, Google Ads, and content marketing for your MSP Connect with Devin Rose on LinkedIn by clicking here – https://www.linkedin.com/in/mrdevinrose/ Connect with Daniel We...
EP062 – Think You Know Private Equity? Discover Evergreen's Buy and Hold Model with Sydney Hockett 10.06.2024 33:21
Why Listen? Discover how Evergreen's unique long-term investment strategy sets them apart in the MSP space. Learn the key metrics and qualitative factors that can make your MSP business attractive to acquirers. Gain insights on optimizing your business for potential future acquisition while maintaining operational efficiency. Connect with Sydney Hockett on LinkedIn by clicking here - https://www.l...
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