Episodios

  • Top 10 MSP Billing Blunders (EP 949)

    Top 10 MSP Billing Blunders (EP 949)
    Dec 11 2025

    Uncle Marv unveils his “Top 10 MSP Billing Blunders” drawn from years of running an IT services company, talking with peers, and swapping stories in the MSP community.

    • Learn how treating billing as a scheduled, recurring task prevents missed invoices.
    • See why vague “services rendered” invoices confuse clients and delay payment.
    • Implement “no work without a ticket” so every action is documented and billable.
    • Use PSA, RMM, and tools like Domotz and Action1 as your time and device source of truth.
    • Tighten discounts with clear terms, end dates, and regular margin reviews.
    • Avoid underpriced flat‑fee or “all you can eat” agreements by understanding usage risk.
    • Keep MSAs, SOWs, and PSA data in sync so invoices match contracts and counts.
    • Build recurring processes to handle new users, devices, and added services like deeper 365 tenant management.
    • Take ownership of inventory and retired devices so billing reflects actual protected assets.
    • Design invoices that list counts, services, and selected ticket highlights clients recognize.
    • Offer flexible payment methods (checks, cards, ACH) without undermining your pricing.
    • Gain confidence to price like a top MSP instead of leading with “we’re cheaper.”

    Cast your vote for the 2025 Podcast Awards: https://www.itbusinesspodcast.com/p/2025-podcast-awards/

    === Links from the Show

    • Domotz: https://www.domotz.com
    • Microsoft 365: https://www.microsoft.com/microsoft-365
    • Action1: https://www.action1.com
    • Podnutz Network: https://podnutz.com

    === SPONSORS:

    • Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
    • Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
    • Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
    • Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
    • Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
    • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
    • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

    === SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
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    55 m
  • Building an All‑In Microsoft Security Stack (EP 948)

    Building an All‑In Microsoft Security Stack (EP 948)
    Dec 10 2025
    For MSPs trying to go “Microsoft‑first” without blowing up their business, Ben Wilcox lays out the playbook ProArch uses every day. Hear how a 500‑person firm standardizes on Microsoft 365, Azure, Defender XDR, and automation while still leaving room for partners and third‑party tools where they actually add value.Why ListenSee why ProArch standardized on Microsoft security (Defender XDR, Intune, Purview) instead of juggling multiple point products.Understand the journey from on‑prem servers and basic AV to EDR/XDR, zero trust, and 24/7 SOC operations.Get actionable starting points for going Microsoft‑first: Azure AD, Intune, conditional access, and Defender for Business/Premium.Hear how to gradually move customers from on‑prem AD and file shares to hybrid identity and cloud‑native storage like OneDrive and SharePoint.Learn how Nerdio and Remo3 help manage multi‑tenant Microsoft environments, AVD, and app packaging efficiently.Discover how ProArch evaluates which third‑party tools to keep and which to replace with built‑in Microsoft capabilities.Understand Microsoft Purview’s role in data classification, labeling, insider risk, and safe Copilot rollouts.Get insight into identity as the top cyber risk and how passwordless logins (Windows Hello, passkeys, YubiKeys) can reduce phishing impact.Hear real‑world challenges of enforcing zero trust with vendors who want you to weaken security controls.Learn how telemetry across devices, email, identities, and behavior allows risk‑based decisions and automatic enforcement.Get a realistic look at deepfakes, AI‑generated voices, and their impact on fraud and social engineering.See what Microsoft Intelligent Security Association (MISA) membership means and why MSPs should look for MISA‑aligned partners.Explore how ProArch partners with MSPs: one‑time projects, co‑managed solutions, dedicated offshore teams, and SOC outsourcing.Webinar: How to Build Agents that Understand Your Data with Copilot Studio: https://linkly.link/2Tcp6Links from the Show:Microsoft 365: https://www.microsoft.com/microsoft-365Microsoft Azure: https://azure.microsoft.comMicrosoft Intune: https://www.microsoft.com/microsoft-intuneMicrosoft Azure Virtual Desktop (AVD): https://azure.microsoft.com/services/virtual-desktopMicrosoft Purview: https://www.microsoft.com/security/business/microsoft-purviewMicrosoft Copilot: https://copilot.microsoft.com/Microsoft Intelligent Security Association (MISA): https://www.microsoft.com/en-us/security/business/intelligent-security-associationMicrosoft Ignite: https://ignite.microsoft.comNerdio: https://getnerdio.comRimo3: https://www.rimo3.com/RSA Conference: https://www.rsaconference.comWindows Hello: https://www.microsoft.com/en-us/windows/tips/windows-hello=== SPONSORS: Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlockerLegacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== SHOW MUSIC: Item Title: Upbeat & Fun Sports Rock Logo Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETAuthor Username: AlexanderRufire Item License Code: 7X9F52DNML SHOW INFORMATION: Website: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
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    46 m
  • From Checklists to True Compliance-as-a-Service (EP 947)

    From Checklists to True Compliance-as-a-Service (EP 947)
    Dec 4 2025

    MSPs are being dragged into compliance whether they’re ready or not, and this episode gives you a practical roadmap from people who’ve already done it. Tim and Shanna break down how to launch compliance-as-a-service, reduce your legal exposure, and finally get paid for work you’re already doing for free.

    Why Listen:

    • Learn how Compliance Scorecard evolved from a simple checklist into a multi-module GRC platform built by an MSP for MSPs.
    • Hear real stories about CMMC, HIPAA, New York DFS, SOC 2 and cyber insurance requirements driving new revenue and risk.
    • Understand how to document client decisions so “we told you no” is provable when lawyers and insurers get involved.
    • Discover how to reposition your QBRs/TBRs from “ticket counts” to executive-level risk and business impact conversations.
    • See why assigning a dedicated compliance champion inside your MSP is the crucial first step before tools.
    • Get a preview of Compliance Scorecard’s AI-driven policy experience that explains policies “like I’m five” and tests user understanding.

    *** Cast your vote for the 2025 Podcast Awards: https://www.itbusinesspodcast.com/p/2025-podcast-awards/

    Links from the Show:

    • Compliance Scorecard: https://www.compliancescorecard.com
    • CMMC (Cybersecurity Maturity Model Certification): https://dodcio.defense.gov/cmmc/About/
    • HIPAA (Health Insurance Portability and Accountability Act): https://www.hhs.gov/hipaa
    • New York DFS (Department of Financial Services Cybersecurity Regulation): https://www.dfs.ny.gov
    • FedRAMP: https://www.fedramp.gov
    • CIS IG1 (Center for Internet Security Implementation Group 1): https://www.cisecurity.org
    • SOC 2 (Service Organization Control 2): https://linkly.link/2SBSQ

    SPONSORS:

    • Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
    • Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
    • Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
    • Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
    • Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
    • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
    • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

    SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
    Más Menos
    1 h y 1 m
  • Cameron Brister: Democratizing Technology for SMBs ( EP 946)

    Cameron Brister: Democratizing Technology for SMBs ( EP 946)
    Dec 3 2025

    This NSITSP Member Spotlight dives into Cameron’s journey through higher education IT, a Fortune 500 manufacturing role, church AV/IT, and ultimately going all-in on his MSP in 2020. The conversation explores building recurring revenue from legacy software automation, setting financial and personal boundaries for leaving corporate, and elevating MSP professionalism so clients see you as a trusted strategic partner—not just the person who fixes printers.​

    Why listen:

    • Learn how Cameron turned a nights-and-weekends web gig into a full MSP practice.
    • Hear how early automation and SQL scripting work led directly to full IT management contracts.
    • Get practical advice on when to leave corporate and what financial guardrails to have in place.
    • Discover why “not all business is good business” and how to define a good-fit client.
    • Understand Cameron’s view on democratizing technology instead of just blocking users.
    • See how The Tech Tribe and peer groups shaped his growth and decision-making.
    • Learn what NSITSP is doing to raise professionalism and give IT providers a voice with regulators.

    Links from the show:

    • Square PlanIT: https://squareplanetit.com
    • National Society of IT Service Providers (NSITSP): https://nsitsp.org
    • The Tech Tribe: https://thetechtribe.com
    • Immybot: https://immy.bot
    • ScaleCon: https://scalecon.com
    • University of Louisiana at Monroe: https://ulm.edu
    • Karl Palachuk: https://smallbizthoughts.com
    • American Bar Association: https://americanbar.org
    • David Phillips: https://dependableitservices.com/

    SPONSORS:

    • Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
    • Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
    • Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
    • Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
    • Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
    • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
    • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

    SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
    Más Menos
    27 m
  • Black Friday 2025: Tech, Coffee, and Cables (EP 945)

    Black Friday 2025: Tech, Coffee, and Cables (EP 945)
    Nov 26 2025

    Looking for real-world tech, home, and office upgrades for Black Friday? Marv and Dawn spotlight Roborock robot mops, Plaud AI transcription, Keds conference shoes, active noise-canceling headphones, desk and chair splurges, and smart Christmas lights that daisy-chain cleanly. They wrap it all in an MSP-friendly conversation about IT Nation, podcasting gear, and how AI is quietly improving everyday workflows.​​

    Products Mentioned:

    • Roborock Qrevo Edge S5A Robot Vacuum and Mop: https://amzn.to/4pxf2fF
    • Treedix USB Cable Tester: https://amzn.to/4pxJmXN
    • MPL 15-Plug Audio Cable Tester: https://amzn.to/4ok0yii
    • Plaud AI / Plaud Note AI Voice Recorder: https://amzn.to/3Kgf10S
    • Ninja Hot & Iced Coffee Maker: https://amzn.to/3LZg1XK
    • Keds Women’s Center 2 Sneakers: https://amzn.to/43SinOb
    • IT Nation Steak Knives: https://amzn.to/4agAiSx
    • RODE PodMic: https://amzn.to/48jEdLO
    • LED Christmas String Lights: https://amzn.to/4oiTX7U
    • Ember Smart Mug: https://amzn.to/48nMgra
    • Ember Tumbler, Temperature Control Travel Mug: https://amzn.to/4pBXv6q

    SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
    Más Menos
    1 h y 3 m
  • Impossible Goals That Transform MSPs (EP 944)

    Impossible Goals That Transform MSPs (EP 944)
    Nov 20 2025

    Curious why most MSPs get stuck in the “success prison” and how some break through to massive growth? This episode explores tangible strategies for setting and reaching impossible goals, plus expert tips for standing out in tech.

    Takeaways:

    • Understand the difference between standards and best practices—and why best practices alone will commoditize your MSP
    • Learn to set and commit to impossible goals for business growth
    • Discover Keith Ellis’ “magic questions” method to spark breakthroughs
    • Practical ways to differentiate your business beyond certifications
    • Insights on building trust so clients never want to leave
    • Strategies for escaping the “success prison” and enjoying more freedom
    • How to educate clients on your value and avoid the price race
    • Keith’s recommended books and free resources for MSPs
    • Sponsor links for tools to strengthen cybersecurity (ThreatLocker)
    • Mindset shifts for simplifying growth, hiring, and scaling your tech firm

    Links from the show:

    • Keith Ellis (Speaker/Coach): https://keithellis.com
    • Magic Questions 2.0 (Book): https://amzn.to/4piFSbg
    • Work Less, Scale Faster (Book/Free Resource): https://keithellis.com (signup/login required)
    • Cloudflare (Cloud Outage discussed): https://tinyurl.com/mwwsha2d
    • It's not your job to fix the internet (Podcast): https://tinyurl.com/py29s754

    SPONSORS:

    • Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
    • Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
    • Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
    • Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
    • Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
    • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
    • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

    SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
    Más Menos
    57 m
  • Compass One: Blackpoint’s North Star for MSPs (EP 943)

    Compass One: Blackpoint’s North Star for MSPs (EP 943)
    Nov 20 2025

    Presented by Thread — the AI-powered service desk transforming MSP support, automation, and productivity for today’s IT leaders.

    https://www.itbusinesspodcast.com/thread/

    In this lively episode from IT Nation Orlando, Uncle Marv is joined by Mike Estep, Chief Client Officer at Blackpoint Cyber, who discusses the evolution of MSP security products, including EDR Essentials and Compass One. The conversation centers on providing comprehensive solutions that unify endpoint security, compliance, vulnerability management, and billing in one dashboard. Estep recounts his own transition from long-time MSP owner to vendor, the value of partner advisory councils, and how burnout and training remain top priorities within Blackpoint’s partner programs. Key resources mentioned include the launch of Blackpoint University, strategies for career pathing and soft skills training, and insights into expanding globally throughout 2026.

    Takeaways List:

    • Discover Blackpoint’s new Compass One platform and its game-changing features for MSPs
    • Insights on EDR Essentials and the value of accessible security entry points
    • Strategies to combat engineer burnout and promote effective team training
    • The difference between MSP and vendor event participation
    • How partner advisory councils shape product development
    • The importance of soft skills and business education for techs
    • Advice on tool consolidation and reducing operational "engineering tax"
    • Blackpoint University: training resources for partners
    • Global expansion and international hiring updates
    • The true meaning of trusted client relationships in MSP business

    Mentioned People, Places & Things:

    • Blackpoint Cyber: https://blackpointcyber.com
    • IT Nation (ConnectWise): https://itnation.connectwise.com/
    • Tenable: https://www.tenable.com
    • Blackpoint CompassOne: https://blackpointcyber.com/platform/
    • Vuori (apparel): https://vuoriclothing.com
    • Carhartt: https://www.carhartt.com
    • DXL: https://www.dxl.com

    SPONSORS:

    • Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
    • Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
    • Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
    • Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
    • Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
    • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
    • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

    SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
    Más Menos
    29 m
  • Rob Rae Unpacks Managed Intelligence (EP 942)

    Rob Rae Unpacks Managed Intelligence (EP 942)
    Nov 19 2025

    Presented by Thread — the AI-powered service desk transforming MSP support, automation, and productivity for today’s IT leaders.

    https://www.itbusinesspodcast.com/thread/

    Rob Rae breaks down the next era for IT businesses—Managed Intelligence Providers. Learn about real-world AI adoption, Pax8’s industry playbooks, and how events shape the MSP future.​ Rob uncovers the secrets behind Pax8’s AI Store, best practices for community-building, and strategies for MSPs to embrace AI-driven business opportunities—plus exclusive insights from top industry events.​

    Takeaways:

    • Understand the transition from MSPs to Managed Intelligence Providers (MIP)
    • Explore Pax8's process for adopting and integrating AI solutions
    • Learn from Pax8’s community strategies and partner best practices
    • Get details on the agentic inflection point report and managed intelligence playbook
    • Hear the latest on Pax8’s AI marketplace/AI Store rollout
    • Discover practical advice for hosting and growing industry events
    • Benefit from engaging analogies and tips for translating tech to clients
    • Pick up event planning lessons and insights from top IT conferences
    • Listen to memorable moments, from celebrity guests to behind-the-scenes stories
    • See how global MSP knowledge sharing drives innovation

    Links for People, Places and Things:

    • Pax8: https://www.pax8.com
    • IT Nation: https://itnation.connectwise.com/
    • Kaseya (reference): https://www.kaseya.com
    • XChange Event: https://www.thechannelco.com/xchange
    • Black Point Cyber: https://blackpointcyber.com
    • Salt Lake City Convention Center: https://www.visitsaltlake.com/meetings/convention-center/
    • Austin McChord: https://www.linkedin.com/in/mcchord/
    • Neil deGrasse Tyson (reference): https://www.haydenplanetarium.org/tyson/

    SPONSORS:

    • Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlocker
    • Legacy Partner, NetAlly: https://www.itbusinesspodcast.com/netally/
    • Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmz
    • Production Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongard
    • Travel Partner: Bvoip: https://www.itbusinesspodcast.com/bvoip
    • Travel Partner: TruGrid: https://www.itbusinesspodcast.com/trugrid
    • Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready

    SHOW MUSIC:

    • Item Title: Upbeat & Fun Sports Rock Logo
    • Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UET
    • Author Username: AlexanderRufire
    • Item License Code: 7X9F52DNML

    SHOW INFORMATION:

    • Website: https://www.itbusinesspodcast.com/
    • Host: Marvin Bee
    • Uncle Marv’s Amazon Store: https://amzn.to/3EiyKoZ
    • Become a monthly supporter: https://ko-fi.com/itbusinesspodcast
    Más Menos
    27 m