Transform your financial chaos into strategic advantage with the Service Leadership Index framework

When Doreen Gemme worked as Financial Controller for two different MSPs, she discovered what separates the financially sophisticated MSPs from everyone else: they use the Service Leadership Index framework to structure their chart of accounts. Instead of generic accounting templates, they have financial systems that actually match how MSPs generate and track revenue.

But many MSPs are working with accounting structures designed decades ago for traditional businesses. When standard chart of accounts templates fail to meet the unique demands of managed services, recurring revenue models, and project-based work, the result is often financial reports that obscure rather than illuminate what's actually driving profitability. The disconnect isn't anyone's fault—it's simply a mismatch between old frameworks and modern MSP operations.

In this session, you'll learn how to implement the same SLI-based approach that gives top MSPs complete visibility into service line profitability, bulletproof forecasting capabilities, and the financial intelligence needed to make confident scaling decisions.

• Get true service line profitability, learn the SLI framework structure that reveals which offerings actually make money

• Eliminate financial blind spots, discover how to map PSA workflows to accounting systems without creating data chaos

• Build bulletproof forecasting, implement chart of accounts design that supports accurate budgeting and strategic planning

• Prevent integration disasters, master the go-live process that avoids months of manual cleanup and reclassification headaches