HaloPSA Consultant

HaloPSA Consultancy and Onboarding

We help you optimise HaloPSA to automate your entire operation and deliver peace of mind. Independent HaloPSA consulting services tailored for MSP businesses — whether you're just getting started or you've been running HaloPSA for years.

"Chris has been working closely with Halo since 2022, during which time he has been instrumental in helping our customers become more profitable within their businesses, by leveraging his experience of building and exiting a profitable MSP business.

Chris has also played a pivotal role in designing and recording a HaloPSA implementation series along with the senior team at Halo, which is now available on his successful YouTube channel for Free. We are proud to partner with Sondela Consulting and would highly recommend them to any of our partners to help them take HaloPSA to the next level."

Tim Bowers
Tim Bowers
CEO, HaloPSA

To help MSP business owners get the most from HaloPSA, we offer:

Initial Implementation

A comprehensive, ground-up implementation of HaloPSA. We delve into every aspect of your business, configuring the essential elements to maximise automation across your MSP. Whether you're adopting your first PSA or transitioning from a different system, we mitigate the impact on your operations and minimise downtime during and after setup.

Our approach to training is tailored and systematic. We begin with weekly sessions that first aim to grasp the overarching structure of your company. From there, we craft a strategic plan, focusing each week on a different aspect of the system.

Integrations

Looking to integrate a third-party application? We're adept at connecting a variety of systems with HaloPSA to create a unified solution that automates your business processes — from identifying workflow bottlenecks to crafting bespoke integrations.

  • QuickBooks Online & Xero
  • Sage 50
  • Datto RMM (and other RMM tools)
  • Zomentum & other quoting tools
  • Custom integrations

Whole Team Training

Tailored and systematic training, starting with weekly sessions to grasp the overarching structure of your company. Our experts teach you and your team how the system functions, and customise it to integrate seamlessly with your operations.

  • Contracts
  • CRM
  • Workflow Rules
  • Billing
  • Inventory, Products & Services
  • Quoting & Purchase Orders
  • Projects

Elevate your MSP with expert HaloPSA consulting

Our HaloPSA consulting services are designed to revolutionise how Managed Service Providers operate, offering unparalleled efficiency and profitability. Led by Chris Timm — who successfully ran and sold an MSP business, and now shares his knowledge as the author of "PSA Profitability: The Ultimate Guide to Choosing, Implementing, and Using a PSA Tool for Maximum Profitability" — we bring proven strategies directly to your business.

Frequently asked questions

What does a HaloPSA consultant actually do?

A HaloPSA consultant configures and optimises your HaloPSA instance — ticketing workflows, automations, billing rules, and reporting — so it matches how your MSP actually operates, rather than leaving you to figure it out from the default setup.

Do you help with HaloPSA implementation from scratch?

Yes. We handle full, ground-up HaloPSA implementation for MSPs adopting their first PSA or transitioning from another system, minimising downtime during and after setup.

Can you optimise a HaloPSA instance we already have?

Absolutely — most of our HaloPSA consulting work is with MSPs already live on HaloPSA who want tighter automations, better reporting, or cleaner contract profitability tracking.

Do you support migrating from Autotask or ConnectWise to HaloPSA?

Yes. See our dedicated HaloPSA and Autotask migration services for full details on moving from Autotask or ConnectWise to HaloPSA.

Ready to transform your MSP?

Contact us now to discover how our expert HaloPSA consulting services can help you become a more efficient and profitable MSP.

Let's Talk