Anne Hall - Agreements with Ongoing Guidance and Support
Release Date: 10/27/2022
Maximizing Tax Savings: R&D Credits for Tech Companies with Justin Maxwell
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, our host James Kernan welcomes Justin Maxwell of Big Life Financial to discuss crucial changes in the tax law surrounding R&D tax credits for tech companies. They delve into the history and importance of the R&D tax credits, misconceptions about qualification, and the significant financial benefits these credits can bring. Maxwell emphasizes the importance of having a cohesive team of financial advisors and offers a complimentary review for businesses to determine their eligibility. Don't miss this insightful conversation that...
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Exploring the Future of MSPs: An Interview w/ Tim Thomson
SMB Community Podcast
Overview: Exploring the Future of MSPs: AI, Cybersecurity, and Building Trust In this episode of the SMB Community Podcast, host James Kernan interviews Tim Thomson, founder of Cyber Trends, who shares insights on the future opportunities for Managed Service Providers (MSPs) in 2026. They discuss the role of AI and automation, the importance of cybersecurity and compliance, and strategies for proving value to clients. Tim explains his journey from founding his first MSP in 2002 to building a consulting firm that helps MSPs grow and scale. He emphasizes the need for MSPs to build personal...
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Training Investments and Tech Trends for 2026
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss their upcoming travel plans and the busy start to 2026. They tackle a key listener question about how much to invest in training for IT teams, emphasizing the importance of continuous education and proposing strategies for incorporating both free and paid training within organizations. Additionally, they cover recent news in the tech industry, including Walmart's drone delivery expansion, layoffs in Kaseya, and the latest updates from companies like Ninja One, CrowdStrike, and others. The episode also touches...
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Opportunities Ahead: How to Navigate 2026
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts James and Amy discuss the key challenges and opportunities MSPs (Managed Service Providers) will face in 2026. They emphasize the importance of AI integration, staff training, tool consolidation, and strategic partnerships. They also highlight the need for MSPs to focus on soft skills and personal customer interactions, as AI takes over more technical tasks. The episode concludes with positive news about U.S. productivity and an announcement about the acquisition of Small Biz Thoughts and IT Service Provider University by MSP...
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2026: AI Market Strategies in the New Year
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts James Kernan and Amy Babinchak discuss various strategies for IT professionals and MSPs to monetize AI by 2026. The conversation begins with a recount of Amy's experience with extreme weather in Michigan and swiftly transitions into the main topic - how AI can be incorporated into IT services. They explore different approaches taken by participants in Amy's AI class, ranging from AI assessments and reporting, to integrating AI into grant writing and business operations. The hosts also touch on the recent news about Microsoft...
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Top Opportunities for 2026
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts James Kernan and Amy Babinchak discuss the top opportunities for Managed Service Providers (MSPs) looking ahead to 2026. They focus on the importance of AI integration, data management, and the need for proper training, as well as compliance and governance issues. They also touch on the ongoing trends in mergers and acquisitions within the MSP industry. Additional topics include leveraging industry awards for marketing and the ongoing debate around cryptocurrency investments. The episode is full of actionable advice for MSPs aiming...
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Pricing: How to Navigate Changes
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss a range of topics from winter weather arriving early to significant layoffs in the tech industry for 2025. They delve into the complexities and best practices of raising prices for MSPs and share insights on strategic cost-cutting. The episode also touches on interesting historical hacking anecdotes, CIA cryptographic puzzles, Amazon's space program, and major announcements from Microsoft Ignite. Key takeaways include the integration of Copilot and Purview in Business Premium and the introduction of passkey...
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What are the Best KPI's?
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts James and Amy kick off with a weather update from Michigan and Nebraska and discuss the changing nature of fall leaf collection. The conversation then shifts to the MSP question of the week, focusing on the best KPIs and metrics for MSP CEOs, emphasizing the importance of role-specific indicators. They explore financial and performance metrics in depth and touch upon AI's transformative role in the workplace. The episode wraps up with thoughts on the evolving nature of work hours, reflections on the recent FAA issues, and updates on...
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Is Distribution Dead?
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss the evolving landscape of IT distribution and whether it is becoming obsolete. They reminisce about the days when IT professionals relied heavily on specific distributors and how the market shift has changed their role. They also touch on the U.S. Senate passing the budget bill, LinkedIn's top 50 startup list for 2025, Apple's advancements in satellite technology, and a change in leadership at Kaseya. Additionally, Amy announces the return of her scholarship program for Microsoft certifications, and James gives...
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New Years: 2026 Strategy/Planning
SMB Community Podcast
Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss the importance of timely year-end planning for IT professionals, suggesting October as the ideal start time for preparation. They cover effective strategies for developing annual goals, emphasizing the need for a personalized approach and tactical objectives. The hosts also examine the recent cloud outages from AWS and Azure, stressing the importance of diversifying cloud services. They touch on the growing presence of AI in technology and its implications for MSPs. Additionally, they explore the upcoming 50th...
info_outlineHost Karl speaks with Anne Hall.
Anne Hall is the owner and founder of ITagree – The Agreement Lifeguard, providing legal agreements-as-a-service globally.
Anne recognized just how much IT companies struggled with customer agreements so she decided to put her 25 years’ experience as an IT lawyer in New Zealand to use in an innovative way, establishing ITagree in 2016.
ITagree provides access to the specific types of legal agreements needed by IT companies, quickly and cost-effectively, in order to help them to reduce business risk. ITagree’s agreements have been developed and refined to suit the needs of IT companies in North America, the United Kingdom, Australia, New Zealand and several European countries.
ITagree was founded by Anne Hall who has 25 years of experience as a specialist IT lawyer in New Zealand.
Anne wanted to provide IT companies with access to IT legal agreements without delays or big legal fees. Now we have customers all around the world and the ITagree team continues to be committed to saving time and costs on legal agreements, so you can focus on growing your business.
ITagree is a global leader for MSPs and IT companies in helping them to reduce unnecessary business risks.
ITAgree has you covered if you provide:
Managed Services
Microsoft 365 or Azure
Private Cloud Hosting
Professional Services
Third Party SaaS
Master Services Agreements
And more! For Example
Hardware-as-a-Service
AWS Services Supply
Unified Communications
SaaS, including for Microsoft add-on
Resources and Links:
https://itagree.com/blogs/news
Sponsor Memo: SBTTC
This podcast is sponsored by the Small Biz Thoughts Technology Community. Check us out at https://www.SmallBizThoughts.org
Forms, templates, and checklists are just the start. Our Community includes ALL of the best-selling books on managed services in all available formats, plus free training, members-only programs, and the best business training available to managed service providers anywhere.
Plus, we have weekly live members-only Zoom calls. The average member saves more than 200% of their membership cost each year. We are totally dedicated to YOUR success.
Just because you're in business for yourself doesn't mean you have to go it alone. Join us today at https://www.SmallBizThoughts.org
:-)