Our Services
We help MSPs recover missed revenue, improve profitability & prepare for scale or sale - without the overhead of a full-time CFO. Our services are designed to deliver clarity & control across billing, margins & exit readiness. With deep industry knowledge & a hands-on approach, we bring insight, structure & growth-focused support to every engagement. Whether you’re cleaning up financial operations or mapping out your next move, ChannelCFO is here to guide your business forward with confidence.
License & Billing Audit
Available as a monthly subscription or a deep-dive one-time engagement. Monthly plan pricing is based on client volume and reporting needs, with enterprise options for white-labeled reports & custom integrations. For MSPs looking to catch up or validate their current billing, our one-time audits are priced per client and scale with complexity - including detailed usage reviews, recommendations & historical reconciliation.
Business Health Check
A flat-fee diagnostic that gives owners a clear snapshot of their financial health - from margin analysis to owner compensation. Our compressive assessment includes strategic recommendations & a custom dashboard. Ongoing advisory services can be added to provide continued insight & accountability.
Exit Planning & Valuation
For MSPs planning a transition, our Exit Planning & Financial Representation services are offered in two ways: a phase-based model or a retainer with success-fee structure. We provide valuation readiness assessments, deal prep, and full M&A support. One-time engagements are available for assessments, with deal-stage advisory billed monthly or as a flat + percentage of final sale price.
Contact us
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