Why Visionary 360

Why Visionary 360?


ConnectWise Consultants Focused on Your Bottom Line

You are unique

Your IT and professional services business is unique. You have a unique approach and a unique set of people. Each of your team members have distinctive personality and skill sets.  Even your business operations and systems are unique, believe it or not.

Your business problems are unique as well, wouldn’t you agree?

As the saying goes: If you only have a hammer, you tend to see every problem as a nail.  To solve your unique business challenges, why would you want to use a standardized solution?

We don’t operate that way, and we’re sure you don’t either. When we see a problem inside your business, it’s our duty to help guide you to truly figure out how to make your company work some magic. Then, we do ours. We dedicate ourselves to crafting solutions that redefine your business operations, minimize your day-to-day administrative and accounting tasks, all the while providing you invaluable in-depth metrics on your financial health. Your bottom line is important and we want to improve it.

OUR APPROACH

  • Our entire process is financial reporting driven.
  • We'll start by discussing your business, your growth goals, and your line of businesses.
  • We'll have heart to heart best practice discussions and how your business aligns.
  • We document everything before implementation begins.
  • We will do the implementation while engaging you and your team on the changes being implemented.
  • We want you to be comfortable with ConnectWise Manage though we don't expect you to become a certified ConnectWise Manage Administrator.
  • Continual support through out the entire process.
  • We'll help train your key personnel along with your staff.
  • We've created a portfolio of help docs to help guide you.
  • We're here for you, during and after.

 

CONTACT US

Learn more about what Visionary 360 can do for your business
Learn More Visionary 360

 Our Team

Matthew ZaroffMatthew Zaroff

 

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.

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Don BentzDon Bentz

Don Bentz is a Senior Consultant at Visionary 360, where he works to help guide IT firms to improving their bottom line.
Don has been in the IT industry since 1997, and has been associated with multiple peer groups, CompTIA (with whom he spent three years on the board of directors), and the ASCII group.
 He’s climbed towers up to 340 ft, installed E911 dispatch centers,  and been a Systems Engineer, acquiring his MCSE in 1999.  He was a Service Manager for multiple service companies, and President/Co-founder of his start-up managed service provider company taking it to being a Microsoft Gold Partner level.
Don holds an Associate degree in Electronics Technology, hours of additional degree classes, and dozens of certifications from Microsoft (MCSE) , SonicWall (Master CSSA), Citrix and others.
Don feels his past involvement in the public safety field of Fire and EMS of 21 years helps him in unique and stressful situations.  Also, a former swim coach and a fitness fanatic, Don lives in Indiana with his family.  His personal motto is, “God doesn’t make a no-good anything”  and  lives by the Go-Giver philosophy and “Because I said I would.

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Bradlee Duffy

Bradlee is a Business Consultant with Visionary 360.  Brad attended college at Florida Gulf Coast University and finished his Degrees in Computer Information Systems and Business Management at the University of South Florida.
Bradlee managed a small web design and marketing company in St. Petersburg & Naples focusing around lead generation, content management, and Automated marketing systems. Previous the maker space use to excite him where he successfully designed, tested, and remanufactured BMW parts using 3D printers and plastic injection molding. Bradlee’s motivation to grow into a business consulting role lead him to a position with ConnectWise as a Partner Support Consultant where he was allowed to flex his service desk skills and work alongside some amazing individuals to help develop small tools for the support department like Indigo, ConnectWise’s Stopwatch feature, internal cloud logging tool, and helped build out an internal support Knowledge Base before leaving ConnectWise.
“My first Experience with ConnectWise was over 10 years ago for a Managed Service Provider in Southwest Florida, Everything that went wrong with the implementation did go wrong and that was the first time I met Arni Bellini who showed up, rolled up his sleeves, and personally guaranteed if we followed to ConnectWise’s philosophy any MSP can be successful, Today that company is has grown to dominate Florida’s Gulf Coast and was just rated one of Tampa Bay’s Top Companies to work for, taking the spot from ConnectWise itself! That was the moment I got hooked on CW"
Currently Bradlee is living on a large rock in the gorgeous Florida Keys, in his spare time he enjoys fishing, working on his car, and contributing to the open source community. Currently the projects that excite him the most right now is Elastic’s Stack and RT’s Easy Engine which he is a major contributor for. He also volunteers with the Center for Great Apes organization on a Bi-Monthly Basis. Rain or shine you can probably catch him outside on the patio learning something new and listening to the Dave Matthews Band.

Angela Book

Angela is our Client Services Coordinator. She obtained her Associate's Degree in Business Administration from Ivy Tech and worked towards her Bachelor's in Human Resource Management with a minor in Marketing at Indiana State University. Angela has assisted with business operations for a wide array of companies ranging from international logistics providers to small sole proprietorship's.
She possesses a varied wealth of knowledge gained through past experience serving as a Payroll Coordinator, Human Resources Assistant and Virtual Administrative Assistant. She enjoys the challenges of learning new software applications and as technology changes, she is one of the first to adopt and embrace new skills.
 Angela also works alongside her two sons and husband in their spare time training dogs to become registered Service Animals and assist in local efforts to help place rescued animals with forever homes. She also enjoys working with many forms of art from photography and digital editing to handmade jewelry and home renovations.

Dina Phayre-Grace

Dina is a Business Consultant at Visionary 360. She has extensive experience in the IT service industry, having participated in running and growing a successful MSP for over 10 years.
Dina earned undergraduate and graduate degrees in biological sciences from Pennsylvania State University and UC, Berkeley. She spent her early career as a research scientist, and in 2008 began working for a Las Vegas-based MSP, where she translated her science background and analytical skills to improving the firm’s business software tools.
 
Over the last 10 years, Dina has integrated accounting systems with ConnectWise, streamlined ConnectWise agreements, improved time entry processes, implemented billing best practices, and standardized the chart of accounts to more accurately measure company finances. Her responsibilities also included the implementation and ongoing management of the company’s quoting solution, payment gateways, electronic signature tools, and Office 365 distribution platforms.
Dina is a Certified ConnectWise Manage Professional Administrator and is passionate about solving problems in order to improve business operations.   
Dina lives in Las Vegas with her husband, two children and an anxious Shih Tzu. In her off hours, Dina enjoys exercising, hiking, and going on adventures with her family. She is currently studying Taekwondo with her son and is training for upcoming obstacle course races.
 

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