For managed service providers
Your PSA says you billed 274 licenses.
Your vendor invoiced you for 312.
That gap has a dollar value, it renews every month, and it is almost never the only one. I find them, price them, and show you the records.
| Tool | Vendor | Billed | Variance | Monthly |
|---|---|---|---|---|
| Microsoft 365 | 312 | 274 | −38 | $1,634 |
| Endpoint backup | 118 | 118 | 0 | $0 |
| EDR / antivirus | 301 | 266 | −35 | $1,225 |
| Email security | 294 | 271 | −23 | $644 |
| Password manager | 287 | 210 | −77 | $677 |
| Exposure | −173 | $4,180 |
Composite drawn from real engagements. Annualized, this one line of the review returns $50,160 — against a fee of $3,500.
The review
Fourteen places revenue goes missing
None of these are exotic. They're the ordinary result of a PSA that's been running for years, configured by several people, none of whom wrote anything down.
License counts that don't tie out
What your vendor invoices, what you bill, and what's actually provisioned are three different numbers. Every offboarded user nobody deprovisioned lives in that gap.
Seat counts frozen at signing
The client had 40 users when they signed. They have 58 now. The agreement addition still says 40.
Rate escalators nobody applied
The signed agreement has an annual increase clause. It has never once been triggered. That compounds in the wrong direction.
Work types that swallow billable hours
Time books to a work type mapped as covered when the work isn't covered. The tech picks whatever's at the top of the dropdown. It's been wrong since setup.
Project work absorbed into managed service
The server migration ran through the service board. Forty hours landed on a recurring agreement and nobody invoiced a dollar of it.
Blocks and caps with no overage billing
They bought ten hours a month and use seventeen. Nothing bills the difference because no overage work type was ever attached.
Time that never got entered at all
Tickets closed with zero time on them. Entries reconstructed from memory four days later. Both undercount, consistently.
Seven more, covered in the full review
Expired agreements still delivering service, onboarding fees never invoiced, unposted invoice batches, credit patterns with no root cause, tickets on the wrong agreement, effective-date errors, and PSA records that don't match your RMM.
Deliverables
What lands on your desk
Ten business days from the day I have access.
01
Findings report
Every finding with its evidence, a dollar figure, the root cause, and a fix with an effort estimate. Opens with one page you can hand to anyone.
02
Supporting workbook
Every ticket, agreement, time entry, and license record behind every number. You can check my math on any line without asking me.
03
Working session
Ninety minutes, live, with you and whoever runs your billing. We go through it together rather than me emailing a PDF.
04
Follow-up window
Thirty days to send questions once you've had time to sit with it. Answered within five business days.
The terms
$3,500 fixed. If I don't find three times that, you don't pay.
Not hourly. The fee doesn't move based on what I find or how long it takes. If the review doesn't identify at least $10,500 in annualized recoverable revenue, I refund you in full and you keep the report.
I offer that because in a PSA instance more than three years old, I have not seen it come in under. If yours is the exception, that's genuinely worth knowing — and you shouldn't have paid me to find out.
The guarantee measures what I identify with evidence attached. What you collect afterward is yours.
Sequence
Signature to working session, about four weeks
The clock on the analysis starts when I have access, not when you sign. That's the only real variable.
Fit
Worth doing, and not worth doing
Good fit
- ConnectWise or Autotask, three or more years in
- More than one person has configured it
- Month-end billing takes more than a day
- Ten or more clients on recurring agreements
- You're not certain your last price increase reached everyone
Not yet
- Fewer than eight clients on agreements
- PSA under a year old, set up by one person who's still there
- You want the problems fixed, not found — that's separate work
- You're looking for a legal opinion on your contracts
Who you'd be working with
I administered the system that produces these numbers
I spent years inside an MSP running service coordination, dispatch and triage, and PSA administration — building the agreements, the work type mappings, the SLA definitions, and the reports that get shown to clients in quarterly reviews.
Which means I know where the numbers come from, and I know exactly how they end up wrong. Not because anyone was careless — because a PSA is a system that quietly rewards short-term expedience, and nobody has ever owned the job of going back to check.
I work alone, with a handful of clients at a time. You won't be handed to an analyst.
Start here
Thirty minutes. Six questions.
I'll ask what you're running, how long you've been on it, how billing works today, and when you last changed pricing. At the end I'll tell you whether a review is worth your money — including if the answer is no. Nothing gets sent to you afterward unless you ask.
hello@example.com · (208) 555-0100 · Remote, nationwide