For MSP owners
MSP finance tools
A managed IT provider bills most clients a fixed fee every month, so revenue is steady. The cash risk sits elsewhere. Tools and licenses are paid upfront, hardware is bought for clients before they pay, and project work often pays late.
13-week cash flow forecast
Open →How much cash to keep
Open →How much to pay yourself
Open →Can I afford to hire?
Open →Break-even calculator
Open →Monthly financial report
Open →Common questions
How much cash should an MSP keep?
Two payrolls, a month of fixed costs, and the license renewals due in the next three months.
Should an MSP resell hardware?
It adds revenue but ties up cash between paying the supplier and getting paid. Ask clients to pay for hardware upfront, or have them buy it directly.
Get this done for you every Monday
One Page CFO reads your QuickBooks, builds your 13-week cash forecast and your one-page report, and a CFO checks both. $500 a month.