Basic$150/Month$300 Onboarding |
Premium$300/Month$300 OnboardingMost Popular |
Enterprise$450/Month$300 Onboarding
|
|
MSPCFO Support: |
|||
| Onboarding calls to review data and highlight missing data in your PSA | ✓ | ✓ | ✓ |
| Health Checks to make sure the data is accurate | ✓ | ✓ | ✓ |
| Twice daily data feeds to make sure data is timely | ✓ | ✓ | ✓ |
Member Reports that will: |
|||
| Show you how your employees are spending their time and how much revenue they generate | ✓ | ✓ | ✓ |
| Provide you Fixed Fee Project Analysis and Attribution | ✓ | ✓ | ✓ |
| Provide the metrics for productivity based compensation | ✓ | ✓ | ✓ |
Fixed Fee Agreement Analysis that includes: |
|||
| Pricing efficiency by agreement, client and month | ✓ | ✓ | ✓ |
| Detailed allocation of recurring revenue between product and labor | ✓ | ✓ | ✓ |
| Key drivers of agreement pricing efficiency | ✓ | ✓ | ✓ |
Profit and Loss Statements for: |
|||
| Clients as a whole or individually | ✓ | ✓ | |
| Aggregates by sales manager or custom aggregates | ✓ | ✓ | |
| Project by type or individually | ✓ | ✓ | |
Client Ranking Analyses That Will: |
|||
| Highlighting underperforming and outperforming clients | ✓ | ✓ | |
| Highlight which vertical markets are performing better or worse | ✓ | ✓ | |
Revenue reports showing you: |
|||
| Which clients are driving growth | ✓ | ✓ | |
Other Features: |
|||
| Customizable Dashboards | ✓ | ✓ | |
| Number of System Users | 3 | 5 | Unlimited |
| Number of Custom Reports | 0 | 1 | 3 |
Users are any person in your organization that has been granted a login to MSPCFO. There are various levels of user entitlements.
MSPCFO currently integrates solely with ConnectWise.
MSPCFO has invested significantly to ensure client data is safe and secure. See more at www.mspcfo.com/security
MSPCFO is a monthly subscription in US dollars. Your credit card will be billed monthly based on your billing date. Any applicable taxes will also be charged in USD.
Adding users is simple. The main contact at the company can open a ticket through our ticketing system, providing us with the information required.
The onboarding fee covers the time it will take to get you up and running smoothly with our product. Typically, we see 2-3 calls with the user to get them accustom to the reports and analytics, but we do not limit the number of calls or interactions.
Resources
54 West Branch Rd
Weston, CT 06883
