Business Consulting & Strategy
This category lists 62 products focused on strategic guidance for your MSP business itself or for your clients. Many offerings here help refine your internal processes. Others are solutions you can white-label or resell to businesses you support.
When evaluating these tools, consider if the service is for internal MSP improvement or client-facing delivery. Look for specific areas of expertise, such as the strategic guidance on low-code versus custom development offered by Apigrate. Other services, like those from Uncommon Solutions, focus on proactive IT improvement or fractional CIO roles.
You won't find many direct PSA integrations here, as most are consulting services. ConnectWise PSA is the only top integration listed across the category. You’ll often manage projects and client engagements for these services through your existing PSA.
Otto uses AI to assist with various business functions. Advanced Global MSP Coaching uses AI to enhance its coaching programs. Simplified Solutions provides strategic planning and roadmaps. PHMG offers customer experience and consultancy. Technology Marketing Toolkit focuses on marketing strategies for MSPs.
Products
62A solution designed to help MSPs at the 'Hustle' level gain basic financial control, offering support with bookkeeping, billing, and understanding profitability.
Done-for-you monthly bookkeeping and management accounting for MSPs, with optional FD-level consulting and mentoring from former MSP owners.
A marketplace where MSPs can buy and sell managed service contracts, with AI valuation and risk scores, escrow-backed transactions and tiered access.
A proprietary methodology for developing a clear and consistent brand narrative across an entire firm, replacing scattered brand stories with a cohesive strategic framework.
The all-in-one growth platform for MSPs ready to win more CSP deals and scale.
Build accurate CSP proposals in minutes, not days, by connecting to customer's Microsoft tenant data.
Bering McKinley's sales consulting helps MSPs fix hiring churn, appointment generation and quota shortfalls with clear team expectations.
CharTec Academy training that teaches MSP owners and staff to sell managed services.
Jolera's IT consulting service for complex projects and enterprise solutions, delivered through a global systems integrator model across 24 countries.
Management consulting for MSPs from a team of former MSP owners, covering people, processes and performance.
Coaching and Autotask implementation programs for MSPs, with side-by-side hands-on coaching, standard builds and live KPI reports.
Whole-team coaching for established MSPs that connects leaders around one company growth plan, with role-specific small-group coaching.
A program designed to help MSPs identify and capitalize on AI revenue opportunities.
Unlock data-driven opportunity for full lifecycle automation.
11:11 Systems consulting that assesses and improves a business continuity programme.
11:11 Systems consulting for planning and testing disaster recovery to prevent unrecoverable downtime.
Services to help organizations assess their current IT environment and plan for future modernization or migration projects.
Thrive CFO assists entrepreneurs with exit planning to ensure a smooth and profitable transition when selling their business.
Thrive CFO provides M&A strategy services to guide entrepreneurs through the process of buying and selling businesses.
A coaching program designed to help MSPs double their Monthly Recurring Revenue (MRR) in 6 months using the Business Growth & Risk System (BGRS).
MSP coaching program built on the Business Growth & Risk System, which reprices existing client agreements to add recurring revenue.
Three-day 7 Figure MSP LIVE event on strategies and automation to help MSPs double their MRR.
A core financial management package designed to provide a solid platform for MSPs to grow, covering essential financial management needs.
- Fractional CFO Services Financials 360, Inc.
- MSP Marketing BluePrint Opollo
- Technology Marketing Toolkit Technology Marketing Toolkit
- Managed Services Consulting MSP Advisor
- FocusPlanIT FocusPlanIT
- The Quote Pros The Quote Pros
- ProVal Tech ProVal Tech
- Sales & Marketing Training Marketopia
- Building ROI (SD-WAN) Complete Communications
- MSP Executive Leadership Search SV Executive Search
- MSP Operations & Service Delivery Search SV Executive Search
- MSP Sales & Revenue Leadership Search SV Executive Search
- Private Equity & Growth-Focused MSP Search SV Executive Search
- Marketing Strategy Development Abstrakt Marketing Group
- Lemhi Lemhi
- The Growth Program Gozynta Consulting
- Partner Training Print Partner
- Network Consulting Services 11:11 Systems
- Low-Code vs Custom Development Consulting Apigrate
- Monetization Consulting Runway Selling
- CharTec Academy CharTec
- Systems Consulting MSP+
- Process Consulting Gozynta Consulting
- Application Consulting Bering McKinley
- EZGSA GSA Schedule Consulting EZGSA
- ConnectWise PSA Consulting Visionary 360, Inc.
- ABC Solutions ABC Solutions
- Free PSA Configuration Evaluation Advanced Global MSP Coaching
- MSP+OS MSP+
- Pax8 ProServices Pax8
- ConnectWise CPQ Consulting ConnectWise
- Projects ProVal Tech
- Zentop Consulting Zentop Consulting
- HaloPSA Consulting Halo
- Scalable OS Scalable OS
- MSP Finance Team Growth The MSP Finance Team Ltd
- Revenue Consulting MKC Agency
- MSP Operations CharTec