Let’s face it—running an MSP isn’t just about keeping the lights on. It’s about scaling smart, catching inefficiencies before they become problems, and making confident, data-backed decisions. That’s exactly why we developed our Quarterly Proactive Audit, and why we’re now offering it as a standalone service.
If you’ve ever wondered…
- Are we billing accurately and profitably?
- Is our PSA data clean, or are we just winging it?
- What’s slowing down our service team or project delivery?
- Are there silent fires smoldering under the surface?
…this is for you.
What Is the Quarterly Proactive Audit?
Our audit is a deep dive into your ConnectWise PSA environment across every operational area—from Finance and Procurement to Sales, Service, and Projects. It’s not just a report; it’s an operational check-up that highlights what’s working, what’s not, and what to do next.
Each quarter, one of our consultants combs through your data and gives you clear answers to questions like:
✅ Are there negative margin agreements affecting profitability?
✅ Are sales forecasts accurate—or missing entirely?
✅ Are SLA targets consistently being met?
✅ Are tickets getting stale or slipping through the cracks?
✅ Is your procurement and inventory clean, or full of outdated noise?
We combine automated analysis with expert review to surface real opportunities for improvement—no fluff, just actionable insights.
See a Sample: What the Audit Actually Covers
Here’s a quick look at just a few things we check:
- Members & Access: Are API users secured properly? Is anyone still active but MIA for 90+ days?
- Finance: Unposted items, agreement margin issues, lingering WIP, and invoice health.
- Procurement: Products with negative on-hand counts, old SKUs never invoiced, catalog hygiene.
- Sales: Opportunities with no revenue or incorrect close dates that kill forecasting accuracy.
- Service & SLA: Are you actually hitting your targets—or are medium-priority tickets quietly stacking up?
- Projects: Over-budget or overdue projects dragging performance metrics.
- Time & Expense: Missing or unapproved timesheets that delay billing.
You’ll receive a clean, digestible report scored across all these areas, along with detailed notes and recommendations tailored to your business.
Why Make It Standalone?
Until now, our Quarterly Proactive Audits were only available to our monthly support clients—but the value is just too good not to share. Whether you have an internal admin or a full-blown operations team, these audits act like a second set of expert eyes to help you:
- Identify blind spots
- Validate internal processes
- Catch issues before they become fires
- Improve profitability
- And keep your ConnectWise PSA environment in top shape
Sometimes, you just need an honest, independent review without committing to a support plan. Now, you can.
Let’s Get You a Baseline
Your first audit can be the most eye-opening. It sets the baseline for improvement, shows you where to focus, and gets the conversation started around operational maturity.