#67 – From the Trenches: Cash Moats, Vision Maps & the Next-Gen MSP (Bryan Currier)

In this From the Trenches episode, Bryan Currier joins Josh Peterson for a deeply practical conversation on financial discipline, cash protection, and long-term resilience inside an MSP. Bryan walks through the concept of building a true “cash moat” using weekly sweeps, reserve buckets, and intentional account segmentation so MSP owners can fund large annual expenses without cash flow anxiety or operational disruption. The discussion reinforces why strong financial visibility, disciplined execution, and intentional planning remain foundational to sustainable growth—principles that sit at the core of the Vision operating system.

The conversation expands beyond finance into vision-setting and strategic rhythm. Bryan shares how practices like “Wide View Wednesday” help leadership teams step out of daily noise and stay anchored to long-term direction, even during economic pressure or rapid industry change. Josh and Bryan also explore the evolution of the next-generation MSP—balancing a stable core technology stack with leading-edge services, advisory thinking, and partner ecosystems that allow firms to scale expertise without overextending internal teams. The episode offers a clear reminder that durable MSPs are built through intentional vision, disciplined money management, and execution that compounds over time.

For MSP leaders looking to strengthen financial discipline and execution, explore related resources from Bering McKinley: how business performance analysis drives budgeting and forecasting, why agreement gross profit still matters, and visit the BMK Vision Podcast archive →

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Episode Highlights

• 00:00:00 – Bryan’s 25-year MSP journey and the origins of financial discipline.
• 01:00:00 – Weekly cash sweeps and funding annual expenses without panic.
• 03:20:00 – Structuring reserve buckets inside QuickBooks.
• 05:30:00 – Fraud containment through account segmentation.
• 08:50:00 – Lessons from the Great Recession and “Moving the Mountain.”
• 17:20:00 – Wide View Wednesday and protecting strategic thinking time.
• 33:00:00 – Core stack versus leading-edge services in the next-gen MSP.
• 44:10:00 – Staffing models: W2 core teams and specialist partners.

About the Guest

Bryan Currier is a long-time MSP operator and industry advisor with more than 25 years of experience helping service providers build resilient, financially disciplined businesses. His work focuses on practical financial systems, strategic planning rhythms, and sustainable growth models that allow MSPs to thrive through economic cycles.

🔗 Connect with Bryan on LinkedIn →

About the Host

Josh Peterson is the founder of Bering McKinley and host of the BMK Vision Podcast. Through conversations with MSP owners and operators, Josh explores what it really takes to build profitable, disciplined, and well-run service businesses.

🔗 Connect with Josh on LinkedIn →