Case Study: Warren Averett Technology Group gains efficiency and boosts profitability with MSP CFO

Warren Averett Technology Group Gains Efficiency with MSPCFO

Warren Averett Technology Group, an accounting and advisory firm with over 800 employees, faced significant challenges in analyzing its ConnectWise data. The process was time-consuming, requiring manual data exports and SQL workarounds, which limited visibility into profitability and hindered efficient reporting and forecasting. This cumbersome system prevented the firm from gaining the granular insights needed to improve service agreements and identify growth opportunities.

By implementing MSPCFO, the firm gained access to pre-built, real-time reports that simplified data analysis. The solution from MSPCFO enabled deeper dives into agreement profitability and client performance, saving approximately 25 hours per month on report generation. These insights allowed the team to upsell existing clients, resulting in a 50% conversion rate of underperforming accounts to profitability and helping to retain clients by ensuring they received full value from their services.

Warren Averett Technology Group

Katherine Gray

Administrative Services Manager