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.

Smart MSPs don’t guess what clients want — they study the data.

In this episode of the[STACK], Dan Tomaszewski talks with GTIA’s Carolyn April about the latest SMB Technology & Buying Trends Report. Discover what’s driving purchasing decisions, how tariffs and economic uncertainty are reshaping budgets, and why MSPs have a massive opportunity to lead clients through AI and cybersecurity adoption.Access the report here: https://go.everythingmsp.com/SMB-Tech-Trends

Migrations don't have to be a source of stress and sleepless nights for your team or your clients. Colin Hogg joins Dan Tomaszewski to explain how a defined process and the right tools turn complex moves into a profitable, confidence-building service. Discover why testing with pilot users and transparent, visible reporting are the keys to reducing surprises and building long-term client trust.

The process of moving a client is often messy, unsecure, and done in "dark rooms" through back channels. We discuss why MSPs should stop risking bad behavior and start treating client offloading as a strategic, secure business move. Matt introduces the MSPX marketplace, which provides structure, transparency, and escrow to ensure a smooth, monetized transition. Discover how this solution allows MSPs to better align their services, scale into new geographies, and reinvest client revenue.

Search is shifting from click-based SEO to AI-driven AEO and GEO, demanding authoritative, conversational answers. Join Dan Tomaszewski and Pete Busam to learn how to adapt your MSP's content to win the vital "zero-click moment" and be surfaced as the trusted source by AI engines like ChatGPT and Google. They break down the necessary pivot: from talking about solutions to focusing on persona-based outcomes and building a citable digital footprint.

Comfort was killing their momentum. Growth changed everything.
Hear how Lisa and Brian Johnson of ABC Technologies shifted from “good enough” to intentional growth — and how that mindset helped them scale faster, hire smarter, and build a stronger MSP.

Adding another security tool won’t make your MSP safer — changing your process will. Dan Tomaszewski talks with Pax8’s Rich Richardson about what it means to “live security,” not just sell it. Hear how to get owner buy-in, build a culture of vigilance, and make security your daily habit.

🚨 Special Offer for Listeners! Be among the first five respondents to win a 1-hour coaching session with Pax8 Security experts! This exclusive session will help you explore how to build and scale your security offerings.📧

To enter: Send an email to slsupport@pax8.com with "Pax8 Security Coaching interest" in the subject line.Don’t miss this chance to level up your MSP game with expert guidance!

Every MSP owner hits a ceiling — often because they’re stuck doing everything themselves. In this episode, Jason Thomas of Jatag Solutions shares how hiring an operations manager was the game-changing move that freed him from bottlenecks and unlocked real growth.

Cybersecurity isn’t 9–5, and neither are the threats targeting MSPs. In this episode of the[STACK], Dan Tomaszewski sits down with former MSPs Chris Wanamaker and Steve Weber of Sophos to talk MDR, real threat hunting, and how MSPs can deliver better security outcomes without burning out their teams.

Clients don’t care if the ISP failed — they call you when the internet goes down. In this episode, Dan talks with Steve Copeland of RYTHMz about the “business in a box” solution that delivers reliable connectivity in minutes. Learn how hive bonding, enterprise-grade hardware, and an effortless MSP model can transform connectivity from a liability into revenue.

Seventeen years, multiple acquisitions, and one simple philosophy: treat clients like friends. Justin Esgar of Virtua Consulting reveals how his Apple-focused MSP scaled by embracing creativity, hospitality, and a business-first mindset. Discover how trimming costs, deepening client relationships, and thinking differently led to exponential growth.