Are you losing money through missed billing? Andy Cormier joins Dan Tomaszewski to detail the shocking revenue leaks caused by manual add-on and license management, showcasing how "Universal Billing" eliminates this profit drain. Andy, an MSP veteran, also explores the need to integrate daily Microsoft tasks directly into your core RMM/PSA to streamline operations and deliver a consistently better client experience.

Your clients think they aren’t using AI—but they already are, and most of it is happening in the shadows. Dan and Joshua Liberman unpack how AI is slipping into everyday workflows, why that creates massive security and compliance risks, and how MSPs can turn this chaos into deeper client engagement. They explore the rise of weaponized AI, evolving business expectations, and what MSPs should be doing right now. This conversation will change how you approach AI with your clients.

What happens when an MSP stops chasing payments and starts automating them instead? Dan and Adam Crandall dive into the mindset and mechanics of fixing cash flow once and for all. They explore how early invoicing, automated reminders, and smarter payment options can reduce DSO dramatically. If predictable revenue and fewer Friday-night billing sessions sound good, tune in.

Are AI-driven compliance tools promising you the world? In this episode, we talk with the founders of Blacksmith InfoSec to cut through the baloney and find out what AI can really do for MSP compliance. Learn why automation can accelerate your journey, but why a human must always remain in the loop to prevent blind spots, non-deterministic risks, and costly hallucinations in security auditing.

AI adoption, SaaS overload, and surprise offboarding requests are creating new attack paths MSPs can’t see. Dan and Nathan Archie discuss why identity governance is now mission-critical and how providers can protect clients from massive liability. Plus, they reveal how MSPs can turn governance into a scalable, profitable new service.

AV and EDR are essential, but they’re no longer enough on their own. Dan sits down with ThreatLocker’s DeShawn Dortch to explain how application control strengthens your security posture without adding work or frustration for your team. From learning mode to end-user experience, they cover the practical realities MSPs face every day. It’s a clear, actionable breakdown you can apply immediately.

The MSP industry isn't just evolving—we are rewriting the playbook. Greg Jones of Kaseya‬ joins Dan to discuss the power of community and why collective collaboration is key to survival and success. Learn why a vendor relationship must be more than transactional, and how to challenge your partners to unlock underutilized resources like MDF funds and business support programs.

Before clients see your tech skills, they see your quote. Dan and Brian Laufer dive into how the quoting process shapes the way prospects perceive your MSP — and why it’s time to move beyond spreadsheets and static PDFs. Learn how to test quoting tools the right way, simplify your workflow, and deliver quotes that close deals faster.

Hope is not a strategy, and failure is your greatest teacher. Mary Hamilton offers a candid, granular look at where MSP processes often break down (even a year later) and the importance of inspecting what you expect. Discover why allowing customers to point out your vulnerabilities builds trust, and how a cultural shift towards accountability is the only way to genuinely deliver and execute.

If managing Microsoft 365 tenants feels like herding cats, this one’s for you.
Derik Belair of Augmentt joins Dan to break down how to rein in policy chaos, improve security, and turn standardization into serious margin gains.