Video Resources

for MSP Growth, Operations, and Funding

EOS for MSPs

02:33

Introduction to EOS for MSPs

EOS can bring clarity, structure, and momentum to a growing business. In this video, Andrew Jordan introduces the Entrepreneurial Operating System (EOS) and shares why it has had such a major impact on his career, his firm, and many of his clients. Drawing from personal experience, he explains how EOS helps businesses move from reactive and chaotic to focused, aligned, and healthier. In this series, we’ll cover: • The Vision Traction Organizer (V/TO) • Quarterly Retreats • Level 10 Meetings If you’re a business owner looking for more structure, better alignment, and a healthier operating rhythm, this series will help you put practical EOS tools to work. Subscribe for the full EOS series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing NodeWise CPA client and a topic in this series raises questions, bring it to your next advisory meeting. If you’re not currently in an advisory engagement, reach out to explore whether proactive advisory support is a fit for you. Learn more at: https://www.nodewisecpa.com

03:28

Vision Tracker Organizer for MSPs

Clarity is where everything starts. In this video, Andrew Jordan breaks down the Vision Traction Organizer (V/TO)—the foundational EOS tool that connects your long-term vision with day-to-day execution. You’ll learn: • How to clarify who you are and where you’re going • How to turn vision into actionable plans • How the V/TO creates alignment across your team If your business feels busy but unfocused, this tool brings structure and direction. Subscribe for more EOS insights. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing client, bring questions to your next meeting. If not, reach out to explore working together. Learn more at: https://www.nodewisecpa.com

03:35

Quarterly Retreats for MSPs

Stepping away from the day-to-day is what creates real progress. In this video, Andrew Jordan explains how Quarterly (or even semi-annual) retreats help you reset priorities, revisit your vision, and align your team. You’ll learn: • What actually happens in a retreat • How to evaluate progress and set priorities • Practical tips to make retreats more effective • Why consistency matters more than perfection Even a simple rhythm can create clarity and momentum. Subscribe for more EOS insights. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing client, bring questions to your next meeting. If not, reach out to explore working together. Learn more at: https://www.nodewisecpa.com

SBA Loans for MSPs

01:58

Introduction to SBA Loans for MSPs

SBA loans aren’t just about borrowing money—they’re about unlocking growth opportunities most business owners overlook. In this video, Andrew Jordan introduces how SBA financing works, clears up common misconceptions, and explains how it can be used to fund acquisitions, expansion, or partner buyouts—especially for managed service providers. In this series, we’ll cover: • Why SBA loans can outperform traditional loans • What the process actually looks like • How to choose the right lender If you’re thinking about growing your business, this series will help you make smarter, more confident financing decisions. Subscribe to follow the full SBA loan series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making financial decisions. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you’re an existing NodeWise CPA client and a topic in this series raises questions, bring it to your next advisory meeting. If you’re not currently in an advisory engagement, reach out to explore whether it’s a fit. Learn more at: https://www.nodewisecpa.com

03:53

Why SBA Loans Might be Better for MSPs

Higher interest rates don’t always mean a worse loan. In this video, Andrew Jordan breaks down why SBA loans can actually be more practical than traditional loans—especially when it comes to cash flow, flexibility, and growth. You’ll learn: • Why lower monthly payments can outweigh higher rates • How SBA loans create breathing room for growing businesses • The trade-offs, including fees and total interest • How to think about loans as “renting money” For MSP owners and growing businesses, this flexibility can be the difference between stalled growth and real momentum. Subscribe for the full SBA loan series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making financial decisions. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you’re an existing NodeWise CPA client and a topic in this series raises questions, bring it to your next advisory meeting. If you’re not currently in an advisory engagement, reach out to explore whether it’s a fit. Learn more at: https://www.nodewisecpa.com

04:00

Demystifying the SBA Loan Process for MSPs

SBA loans can be powerful—but the process isn’t simple. In this video, Andrew Jordan walks through what the SBA loan process actually looks like, including timelines, documentation, and common delays. You’ll learn: • How long SBA loans really take • Why the process can feel slow and repetitive • What documents you’ll need upfront • How to stay organized and avoid unnecessary delays If you’re pursuing financing while running a business, preparation and responsiveness can make all the difference. Subscribe for the full SBA loan series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making financial decisions. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you’re an existing NodeWise CPA client and a topic in this series raises questions, bring it to your next advisory meeting. If you’re not currently in an advisory engagement, reach out to explore whether it’s a fit. Learn more at: https://www.nodewisecpa.com

04:16

Choosing the Right SBA Loan Partner for MSPs

Not all SBA lenders are created equal—and choosing the wrong one can cost you months. In this video, Andrew Jordan explains how to evaluate SBA lenders and find the right partner for your business. You’ll learn: • Why experience with SBA loans matters • How to spot the difference between good and bad lenders • What questions to ask before committing • Why talking to multiple banks gives you an advantage The right lender won’t just process your loan—they’ll help guide you through it. Subscribe for the full SBA loan series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making financial decisions. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you’re an existing NodeWise CPA client and a topic in this series raises questions, bring it to your next advisory meeting. If you’re not currently in an advisory engagement, reach out to explore whether it’s a fit. Learn more at: https://www.nodewisecpa.com

Growth for MSPs

01:58

Introduction to Growth for MSPs

Growth isn’t just about your business—it’s about you as a leader. In this video, Andrew Jordan introduces why intentional personal growth is essential for leading a team, a business, and a life that lasts. You’ll learn: • Why leaders must grow to keep up with their business • How structure supports sustainable growth • The three key areas: mindfulness, learning, and community If you want long-term success, growth isn’t optional—it’s foundational. Subscribe for the full Growth series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing client, bring questions to your next meeting. If not, reach out to explore working together. Learn more at: https://www.nodewisecpa.com

04:32

Growing Through Mindfulness for MSPs

Ten minutes a day can change how you lead. In this video, Andrew Jordan explains how mindfulness improves focus, resilience, and emotional control—and why it’s essential for avoiding burnout. You’ll learn: • The science behind mindfulness • How to start a simple daily practice • Tools and resources to make it practical This is one of the highest-impact habits you can build as a leader. Subscribe for the full Growth series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing client, bring questions to your next meeting. If not, reach out to explore working together. Learn more at: https://www.nodewisecpa.com

04:59

Growing Through Learning for MSPs

The right inputs shape how you lead. In this video, Andrew Jordan shares the books and podcasts that have influenced his leadership and helped build a sustainable, growing business. You’ll learn: • Key books that shape long-term thinking • How to choose podcasts for both ideas and influence • Why intentional learning drives better leadership Small, consistent inputs can create massive long-term growth. Subscribe for the full Growth series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing client, bring questions to your next meeting. If not, reach out to explore working together. Learn more at: https://www.nodewisecpa.com

04:11

Growing Through Community for MSPs

You don’t have to build your business alone. In this video, Andrew Jordan shares how community provides encouragement, accountability, and perspective for long-term success. You’ll learn: • Why entrepreneurship can feel isolating • The types of communities that make a difference • How to build your own support network The right people around you can change everything. Subscribe for the full Growth series. ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified professional before making business decisions. Andrew provides advisory support through ongoing client relationships. If you’re an existing client, bring questions to your next meeting. If not, reach out to explore working together. Learn more at: https://www.nodewisecpa.com

Tax Planning Gems for MSPs

02:06

Introduction to Tax Planning Gems

Most tax planning conversations focus on the same handful of strategies. In this series, Andrew Jordan from NodeWise CPA explores some of the lesser-known tax planning opportunities that can create meaningful savings and long-term value when applied in the right situation. For managed service providers (MSPs), tax planning becomes more important as revenue grows, profitability improves, and business structures become more complex. This series highlights several under-the-radar strategies that business owners may want to discuss with their advisors. In this series, we'll cover: • Retirement planning strategies • Strategic uses of depreciation • Important S-corporation considerations • Specialized tax planning opportunities for the right businesses Watch the full Tax Planning Gems series as we explore practical tax strategies for MSP owners and growing businesses. Learn more about proactive tax planning and advisory services at: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified advisors before implementing any strategy discussed in this series. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you're an existing NodeWise CPA client and a topic in this series sparks questions, bring it to your next advisory meeting. If you're interested in learning more about proactive tax planning, reach out to explore whether a NodeWise CPA advisory relationship is a fit for your business.

06:10

Under the Radar Retirement Strategies

Retirement planning is one of the most overlooked tax planning opportunities available to MSP owners. In this video, Andrew Jordan from NodeWise CPA walks through several retirement plan options that can help business owners reduce taxable income, build long-term wealth, and create a more strategic approach to tax planning. Whether you're operating as a sole proprietor, S corporation, or growing MSP with employees, understanding the differences between IRAs, SEP IRAs, 401(k)s, and defined benefit plans can have a significant impact on your tax strategy. In this video, you'll learn about: • Traditional and Roth IRAs • SEP IRA contribution rules and limits • Solo and traditional 401(k) plans • Roth 401(k) opportunities • Defined benefit plans for high-income business owners • How entity structure affects retirement plan contributions For many MSP owners, retirement planning isn't just about saving for the future. It's one of the most effective ways to create tax deductions while building long-term financial security. Watch the full Tax Planning Gems series as we explore practical tax planning opportunities for MSP owners and growing businesses. Learn more about proactive tax planning and advisory services at: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified advisors before implementing any strategy discussed in this series. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you're an existing NodeWise CPA client and a topic in this series sparks questions, bring it to your next advisory meeting. If you're interested in learning more about proactive tax planning, reach out to explore whether a NodeWise CPA advisory relationship is a fit for your business.

05:09

Strategic Depreciation

Depreciation is one of the most powerful tax planning tools available to business owners, but it's also one of the most misunderstood. In this video, Andrew Jordan from NodeWise CPA explains how bonus depreciation and Section 179 work, when each strategy makes sense, and how MSP owners can use depreciation to support both tax planning and long-term business growth. With the return of 100% bonus depreciation under recent tax legislation, business owners have more opportunities to accelerate deductions. But bigger deductions aren't always better. Strategic tax planning often means balancing deductions across multiple years to take advantage of lower tax brackets and improve overall tax efficiency. In this video, you'll learn about: • 100% bonus depreciation • Section 179 expensing • Key differences between bonus depreciation and Section 179 • Tax bracket management and income smoothing • Strategic depreciation planning for profitable businesses • How depreciation impacts business financing and lending decisions For many MSP owners, depreciation isn't just about reducing taxes today. It's about making intentional decisions that support long-term profitability, cash flow, and growth. Watch the full Tax Planning Gems series as we explore practical tax planning opportunities for MSP owners and growing businesses. Learn more about proactive tax planning and advisory services at: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified advisors before implementing any strategy discussed in this series. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you're an existing NodeWise CPA client and a topic in this series sparks questions, bring it to your next advisory meeting. If you're interested in learning more about proactive tax planning, reach out to explore whether a NodeWise CPA advisory relationship is a fit for your business.

05:25

S Corporations

S corporations are one of the most popular tax structures for growing businesses, but they're also one of the most misunderstood. In this video, Andrew Jordan from NodeWise CPA explains how S corporations work, where the tax savings come from, and the compliance requirements business owners need to understand before making the election. For many MSP owners, the primary benefit of an S corporation is the ability to reduce self-employment taxes through a combination of salary and owner distributions. However, those savings come with important responsibilities, including reasonable compensation requirements, payroll compliance, and ongoing administrative obligations. In this video, you'll learn about: • S corporation payroll tax savings • Salary versus distribution planning • Reasonable compensation requirements • Payroll compliance and filing obligations • S corporation loss limitations and basis rules • Common S corporation mistakes business owners make • When an S corporation may or may not make sense For many MSP owners, an S corporation can be a valuable tax planning tool. The key is understanding both the benefits and the responsibilities that come with the structure. Watch the full Tax Planning Gems series as we explore practical tax planning opportunities for MSP owners and growing businesses. Learn more about proactive tax planning and advisory services at: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this series is for educational purposes only and does not constitute tax, legal, or financial advice. Every situation is different. Always consult your own qualified advisors before implementing any strategy discussed in this series. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you're an existing NodeWise CPA client and a topic in this series sparks questions, bring it to your next advisory meeting. If you're interested in learning more about proactive tax planning, reach out to explore whether a NodeWise CPA advisory relationship is a fit for your business.

Additional Resources

02:50

Trusted Advisors: Your Banker

Your banker should be more than the person who approves your loans. For growing MSPs, a strong banking relationship can become a valuable asset long before you ever need financing. In this video, Andrew Jordan from NodeWise CPA explains why building a relationship with your banker can open doors to growth, provide valuable financial perspective, and position your business for future opportunities. You'll learn about: Why your banker should be part of your advisory team How bankers can provide valuable business insights The role banking relationships play in financing growth and acquisitions Why bankers often become a source of referrals Simple ways to build a stronger relationship before you need it The strongest business relationships are built over time—not when you're facing an urgent need. Investing in your professional network today can create opportunities that pay dividends for years to come. Learn more about financial advisory services for MSPs: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this video is for educational purposes only and does not constitute tax, legal, financial, or lending advice. Every business is different. Always consult your own qualified advisors and financial institutions regarding decisions that affect your business. Andrew works with MSP owners through ongoing advisory relationships to improve financial performance, strengthen key business relationships, and prepare for long-term growth. If you're interested in building a stronger financial foundation for your MSP, we'd be happy to start a conversation.

08:44

The Banker/Buyer Lens: Reviewing an MSP’s QuickBooks

Your financial statements tell a story—and if you're seeking financing or planning to sell your MSP, that story matters. In this video, Andrew Jordan from NodeWise CPA reviews a sample MSP's financial statements from the perspective of a banker or potential buyer. He walks through common accounting mistakes that can create unnecessary red flags, reduce confidence, and make it harder to secure financing or maximize your company's value. You'll learn about: What lenders and buyers notice first Common bookkeeping mistakes that create red flags Why chart of accounts structure matters How inaccurate financial reporting can undermine confidence Ways to present more professional financial statements Strong financial statements do more than satisfy your CPA—they build credibility with banks, investors, and potential buyers. Taking the time to clean up your financial reporting today can make future financing and exit opportunities much smoother. Learn more about financial advisory services for MSPs: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this video is for educational purposes only and does not constitute tax, legal, accounting, or financial advice. The financial statements discussed are illustrative examples and are intended to demonstrate common concepts. Every business is different, and you should consult your own qualified advisors regarding your financial reporting and accounting practices. Andrew provides this level of financial review through ongoing advisory relationships with his clients. If you'd like to understand how your financial statements would stand up to the scrutiny of a lender or buyer, we'd be happy to start a conversation.

03:02

Tying Out Equity for MSPs

A tax return doesn't end when it's filed. One of the most important parts of preparing the next year's return is making sure everything carries forward correctly. In this video, Andrew Jordan from NodeWise CPA explains why retained earnings and equity balances should be reconciled from year to year, what can cause discrepancies, and why seemingly small adjustments can create bigger issues down the road. You'll learn about: Why equity should roll forward each year Common causes of retained earnings adjustments When differences deserve a closer look Why accurate financial records matter to banks and buyers The value of year-round accounting and tax planning For growing MSPs, strong financial reporting isn't just about filing an accurate tax return. It's about building reliable financial records that support better decisions, financing opportunities, and long-term business value. Learn more about proactive tax planning and advisory services for MSPs: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this video is for educational purposes only and does not constitute tax, legal, or financial advice. Every business is different. Always consult your own qualified advisors regarding your accounting records, tax filings, and financial reporting. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you're interested in proactive accounting and tax planning that goes beyond annual tax preparation, we'd be happy to start a conversation.

03:17

When PTE Makes Sense - and When It Doesn't

Pass-Through Entity Tax (PTET) is one of the most overlooked tax planning opportunities available to many S corporations and partnerships. In this video, Andrew Jordan from NodeWise CPA explains how a simple election saved one MSP client thousands of dollars and why proactive tax planning often comes down to identifying opportunities that many businesses never realize exist. You'll learn: What the PTET election is How it can create additional federal tax deductions Why the election isn't automatic Who should evaluate whether PTET makes sense The value of proactive tax planning for growing businesses For many MSP owners, the biggest tax savings don't come from flashy strategies. They come from consistently evaluating opportunities like PTET and making informed decisions year after year. Learn more about proactive tax planning and advisory services for MSPs: https://www.nodewisecpa.com ⚠️ Important Disclaimer All content in this video is for educational purposes only and does not constitute tax, legal, or financial advice. Pass-Through Entity Tax elections vary by state, business structure, and individual tax situation. Always consult your own qualified tax advisor before making any tax elections or implementing any strategy. Andrew provides this level of planning through ongoing advisory relationships with his clients. If you're interested in learning more about proactive tax planning for your MSP, we'd be happy to start a conversation.