MSPCFO’s CFO Guide provides an overview of key financial reports to help MSPs understand their financial standing and optimize their business operations. ​ The guide includes several reports:

1. FFA/Monthly Tracking: Identifies clients who over-utilize or are under-served under fixed-fee agreements, helping to optimize service delivery and maximize profitability.
2. FFA/Client Tracking: Offers insights into agreement performance for individual clients, allowing for adjustments in pricing strategy based on billed and covered hours. ​
3. Efficiencies/Efficiency by Agreement: Details labor pricing effectiveness by agreement, including roles, hours, and efficiency metrics, to optimize resource allocation and profitability. ​
4. Efficiencies/Efficiency by Client: Aggregates agreements by client to assess overall efficiency and fine-tune pricing strategies. ​
5. Efficiencies/Agreement Drill Down: Provides detailed components of the efficiency ratio to improve labor pricing strategies and overall profitability. ​
6. Dashboard/Agreement Specifics: Combines historical context on agreement pricing drivers with ticket and configuration data to identify trends and optimize service operations. ​
7. Tickets/Ticket Concentration: Analyzes ticket origins and resolution times to enhance service efficiency and address client issues effectively. ​

The guide emphasizes using these reports to make data-driven decisions, refine agreements, optimize resource allocation, and ensure client engagements align with profitability goals, ultimately driving sustainable growth. ​

Click on this link to view the PDF version of the report: