Operations Support for Managed Service Provider (MSP) > Growing MRR and Technician Team

Operations Support for Leadership Team

You can stop working 60-hours a week and you can love your MSP business again.You shouldn't have to give up equity, profit, or control to get what you need from your business.

Support Leadership and Hold Team Accountable.

Operations Support for Leadership, Team Alignment and Improved Communication

Operations Support for Managed Service Provider (MSP) > Team Alignment and Growing MRR

Operations Support for IT Services > Vision + Team Alignment

Operations Support > Plan + Strategy

Aligned people, process, and data for client profitable growth.Integrate employees, vendors, contractors, systems, and tools required to increase revenue.

Collaborated with Visionary to translate big ideas into functional plans.Identified problems and removed roadblocks for Leadership Team.

Scorecard Development, Goal Setting and Improve Communication.Implemented bookkeeping workflow software, created work templates, and designed staff training.Dynamically improved the quality of services delivered to bookkeeping clients.

Developed business plans and projects for telepsychiatry clinic. Business Unit acquisition, system integrations, and software implementations. Pitch deck plan garnered $1.5 million in venture funding.

Facilitated a new growth map for increasing the membership for an established congregation (Unity Lincoln). Conducted four strategic planning events over nine-months with church board members to implement a value proposition to targeted demographics utilizing social media and grassroots marketing, These initiatives doubled the congregation within six months and led to the acquisition of a new building.

Event management from venue contracting to the final presentation to generate public awareness of the value of coaching for personal & professional development.

Consulted small business owners on packaging financing plans and provided individualized coaching to improve clients’ financial literacy & activities and credit readiness. Architected small business lending programs up to $150,000 by underwriting and preparing finance documents & proposals to present to the loan committee.

Oversaw loan processing for over 300 small businesses coordinating with the SBA to provide loan capital & technical training for local entities and start-up companies. Conducted underwriting & creditworthiness and analyzed new business resources to help small businesses boost sales, profit margins, and market awareness. Created lending checklist procedures and marketing materials for the Microloan program following SBA’s guidelines.

Oversaw a creative team of 10 staff members to coordinate projects for an integrated marketing firm (printing, websites, and business strategy). Directed multiple activities simultaneously, provided estimates, administered budgets, completing over 250 projects benefitting diverse businesses and non-profit organizations worldwide.

Oversaw business operations for the Learning Laboratory including eight business process managers. Developed operations manuals and processes for employees, managers, and accounting staff.• Increased profit margin 20% and sales volume 10% annually.• Selected and implemented point of sale and accounting system which reduced employee wage costs by 30% over four years.