Matthew is a Senior Consultant, Founder and President at Visionary 360, Inc. He is a veteran of the Information Technology industry since 1990 and has been associated with several peer groups.
He has been a CFO, COO, CEO and President in multiple managed service provider companies.
In 2009, while running an MSP, Matthew joined a peer group that required the presentation of quarterly financial reporting in a standardized format. Because developing these reports was time consuming for the group, he took it upon himself to create a process of updating his own Chart of Accounts to match the standardized format. In doing so, he realized that ConnectWise Manage needed to be updated so that revenue flowed to the correct accounts. He took this opportunity to implement changes in the way his ConnectWise Manage PSA system was configured. When Matthew showed his work to his peer group members, several of them asked for help doing the same to their systems as they found their ConnectWise Manage system was not properly setup and rarely yielded consistent results.
After completing a few of these projects, Matthew’s peer group suggested that he deliver this skill set as a service to other IT firms. Visionary 360 was born because of this administrative pain point in ConnectWise, and through innovative work done by Matthew.
Since then Matthew has help hundreds of IT Firms worldwide by implementing best practices in ConnectWise Manage, QuickBooks, and other tools used in the MSP software stack.
Matthew lives in Southern California with his wife, son, and their dog. His interests include several fields of science, technology, and long-distance running.