FAQs

  • Who do you typically work with?

    I work primarily with small to medium-sized MSPs, Pro AV, and Security companies using ConnectWise Manage/ ConnectWise PSA. Most clients are either new to modules like Procurement and Project Management or are ready to scale more effectively by cleaning up and standardizing their systems.

  • What kinds of consulting services do you offer?

    I offer live, 1-on-1 ConnectWise consulting focused on Procurement, Project Management, and overall system optimization. You can book a structured course or ad-hoc sessions tailored to your team’s specific goals and challenges.

  • How does the process work?

    We start with a discovery call to understand your needs. From there, we book weekly live sessions and give your team access to our resource library and support portal. The structure is flexible — we move at your team’s pace.

  • Is this just for new ConnectWise users?

    Not at all. Many clients have used ConnectWise for years but are ready to clean up their setup, onboard new team members, or get serious about job costing, billing clarity, and process consistency.

  • What results can I expect?

    You and your team will be breathing a sigh of relief after our first call. From there, expect structured, easy to implement improvements with lots of training and support.

  • How do I get started?

    Simple — just book a call to talk through your goals and see if the upcoming cohort or a custom session is the right fit.

How Is Your Approach Different?

I've sat through the same standardized trainings many MSPs, Pro AV, and Security teams have, and I get it. Too often, it's high-level fluff with no real application. Trainers dodge questions, say “it depends,” and leave you with more confusion than clarity.

That’s not how I work.

When you hire me, you're getting straight answers, not vague theory. I take the time to understand your ConnectWise setup, your workflows, and your pain points. Then, I give clear, example-based solutions tailored to your team.

This isn’t going to be three months of meetings where you feel stuck in the same spot. From day one, we focus on practical, actionable results that move the needle. I’ll get into the weeds with you. I’ll help untangle messy processes. I’ll push to make your team’s work easier, cleaner, and less stressful.

I’m not here to force you into a different tool unless that’s what you decide. My goal is to help you make the most of your ConnectWise investment - not throw it away and start over.

You deserve a partner who’s hands-on, direct, and committed to real outcomes. That’s what I deliver.

Wait, Monica - you've never worked in a Managed Services role.
How can you help me?

Great question - and I get it. The MSP world is tight-knit, and it’s natural to be skeptical of an outsider. But here’s the thing: sometimes an outside perspective is exactly what your business needs.

As a ConnectWise consultant, I bring something different to the table - enterprise-level experience applied to the unique operational challenges of MSPs.

Before launching my ConnectWise consulting practice, I worked for Fortune 500 companies (Whirlpool) and innovators (Dyson), in operations, procurement, and optimization roles. I’m certified in complex PSA and ERP platforms like SAP, and I hold both a business undergrad and a postgraduate degree in Supply Chain and Procurement.

What does that mean for you?

It means I know how to build scalable, efficient systems that actually work - across finance, operations, procurement, and project delivery. I’ve translated all those best practices into real-world ConnectWise training that’s clear, structured, and immediately actionable.

I won’t give you vague advice. I’ll walk through your system with your team, untangle the chaos, and help you build workflows that your finance and operations teams will thank you for.

You don’t need someone who’s always done things “the MSP way.” You need someone who knows how to make your PSA investment pay off.