Getting Your House in (Financial) Order AND Helping Clients With Theirs | EP129
Update: 2025-09-09
Description
In this episode of All Things MSP, Kevin Lancaster—CEO of BetterTracker and founder of ID Agent—joins Justin and Eric to reveal how MSPs are hemorrhaging money through tech sprawl and unused subscriptions. Learn how BetterTracker is changing the game by giving MSPs deep visibility into their expenses, vendor contracts, and even client shadow IT.
You’ll hear how syncing bank accounts and Microsoft 365 can uncover hidden costs, improve EBITDA for M&A readiness, and help MSPs evolve into true business partners for their clients. Kevin shares real numbers: over $334 million in transactions tracked and one company finding $7,200 in unexpected charges.
Whether you're a solo shop or running a multi-million dollar MSP, this episode is your blueprint to cutting waste, boosting profit, and building next-level trust with clients.
🧠 Topics Covered:
- Tracking and eliminating vendor sprawl
- Improving MRR and profitability
- Using BetterTracker to prospect and upsell
- How MSPs can offer true business consulting
- Preparing for M&A through operational clarity
You’ll hear how syncing bank accounts and Microsoft 365 can uncover hidden costs, improve EBITDA for M&A readiness, and help MSPs evolve into true business partners for their clients. Kevin shares real numbers: over $334 million in transactions tracked and one company finding $7,200 in unexpected charges.
Whether you're a solo shop or running a multi-million dollar MSP, this episode is your blueprint to cutting waste, boosting profit, and building next-level trust with clients.
🧠 Topics Covered:
- Tracking and eliminating vendor sprawl
- Improving MRR and profitability
- Using BetterTracker to prospect and upsell
- How MSPs can offer true business consulting
- Preparing for M&A through operational clarity
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