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

06:25

Level 10 Meetings for MSPs

If you implement one part of EOS, start here. In this video, Andrew Jordan breaks down Level 10 Meetings—the weekly rhythm that drives accountability, solves real issues, and creates consistent progress. You’ll learn: • How the Level 10 agenda works • The roles that make meetings effective • How IDS (Identify, Discuss, Solve) drives results • How to build accountability into your team This is the heartbeat of a healthy, growing business. 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