NodeWise CPA

08/05/2026

Chicago, here we come! 🎉

We're excited to announce that NodeWise CPA will be joining ASCII Edge 2026 in Chicago on September 23–24 as a sponsor, speaker, and exhibitor.

We're looking forward to meeting MSPs, connecting with partners, and having great conversations throughout the event. Whether you're attending sessions, exploring the expo hall, or just looking to network, we'd love to meet you.

More details are coming soon, so stay tuned - and if you'll be at ASCII Edge Chicago, be sure to stop by and say hello!

07/29/2026

Tax planning often gets portrayed as finding loopholes or chasing the latest "hack."

In reality, the best tax planning usually looks a lot less exciting.

✔️ Understanding your financials
✔️ Planning ahead
✔️ Keeping accurate books
✔️ Choosing the right strategy at the right time

Good tax planning isn't about being clever.

It's about being intentional.

07/03/2026

Choosing an SBA loan isn't just about choosing a loan.
It's about choosing a partner.

The best SBA lenders don't simply process paperwork. They help business owners understand their options, navigate challenges, and move through the process more efficiently.

When evaluating lenders, consider:
• Their SBA lending volume
• Their experience with businesses like yours
• Their responsiveness
• Their ability to explain the process clearly

For MSP owners pursuing growth, acquisitions, or partner buyouts, the right lending partner can make a meaningful difference in the overall experience.

Watch the full SBA Loan Series:
https://www.nodewisecpa.com/videos

07/01/2026

Not all SBA lenders are created equal.

Many MSP owners spend weeks comparing interest rates and loan terms, but overlook one of the most important factors: experience.

The right lender can help navigate the process efficiently, anticipate roadblocks, communicate clearly, and keep your loan moving forward

One simple question can tell you a lot:
"How many SBA loans did your bank complete last year?"

When you're balancing client work, team management, and growth initiatives, having the right lending partner matters.

Watch the full SBA Loan Series:
https://www.nodewisecpa.com/videos

06/26/2026

One of the biggest mistakes business owners make with SBA loans is assuming the process will be quick and straightforward.

Sometimes it is.
Often, it's not.

For MSP owners, the challenge is balancing client work, team responsibilities, and lender requests at the same time.

Before starting the process, it's worth gathering business tax returns, personal tax returns, current financial statements, ownership information, and supporting documentation lenders commonly request.

A little preparation up front can help prevent months of unnecessary delays later.

Watch the full SBA Loan Series:
https://www.nodewisecpa.com/videos

06/25/2026

If you're an MSP owner, this conversation is worth your time. We covered some of the most common financial mistakes that can quietly impact profitability - even when revenue is growing.

Thanks to the All Things MSP podcast for having NodeWise on to discuss practical financial strategies that can help MSPs make more informed decisions.

We'd love to hear what resonated with you after you listen!

🚀 New Episode Alert! 🚀
Are you making more money than ever but still wondering where it all goes? You are not alone.
In our latest episode of the All Things MSP Podcast, we sit down with Andrew Jordan, CPA and President of Nodewise, to talk about the financial blind spots that keep MSP owners up at night.

Here is what you will take away from this episode:
😩 Why managing your MSP’s finances by "gut feel" fails once you clear the $1M revenue mark.
💰️ The critical importance of moving your technician labor into Cost of Goods Sold (COGS) to find your true margins.
📒 How simple bookkeeping errors can accidentally inflate your income and trigger massive, unexpected tax bills.
⏱️ A quick, 5-minute framework for reading your balance sheet to spot major operational issues before they burn through your cash.

Stop running your business on emotion and start managing by data.
📺 Watch on YouTube: https://youtu.be/yaRsWAY_0nA
🎧 Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/all-things-msp/id1679331639
🎧 Listen on Spotify: https://open.spotify.com/show/4gXXVZ9RuVppd4k4hN1jp1
Connect with our guest, Andrew Jordan, and learn more about Nodewise:
👉 Guest LinkedIn: https://www.linkedin.com/in/andrew-jordan-cpa/
👉 Nodewise Website:https://www.nodewisecpa.com/

Special thanks to our incredible sponsors for making this show possible: Blumira, Choice Cyber Solutions, Compliance Scorecard, EasyDMARC, Gozynta, Material Security, and Sync365. Check them out here: https://allthingsmsp.com/sponsors

06/24/2026

Many MSP owners focus on getting approved for an SBA loan. Fewer think about what happens after the application is submitted.

The reality is that SBA loans often involve:
• Extensive documentation
• Multiple rounds of follow-up requests
• Longer timelines than conventional financing
• Ongoing communication with the lender

That doesn't mean SBA financing isn't worth pursuing - it means preparation matters.

The more organized and responsive you are, the smoother the process tends to be.

Watch the full SBA Loan Series:
https://www.nodewisecpa.com/videos

06/19/2026

When evaluating financing options, many business owners focus on one number: the interest rate.

But that's only part of the story.

For growing MSPs, the structure of a loan can be just as important as the rate itself.

A lower monthly payment can create flexibility to:
• Invest in growth
• Preserve working capital
• Navigate hiring plans
• Pursue acquisition opportunities

The best financing decision isn't always the one with the lowest rate.

It's the one that aligns with your business goals and cash flow needs.

Watch the full SBA Loan Series:
https://www.nodewisecpa.com/videos

06/17/2026

We partnered with ChannelPro Network to publish Financial Best Practices for Growing MSPs — a practical guide built specifically for MSP owners who want better financial visibility, stronger cash flow, and more predictable growth.

Inside, you'll find guidance on:
✅ Understanding gross profit and margins
✅ Managing cash flow during growth
✅ Using financial statements to make better decisions
✅ Building scalable financial processes
✅ Evaluating your business with a practical MSP financial health checklist

Download your free copy:
👉 https://www.nodewisecpa.com/featured

Thanks to the ChannelPro team for helping bring this resource to the MSP community.

06/17/2026

A higher interest rate doesn't automatically make a loan a worse option.

For MSP owners, cash flow often matters just as much as the rate itself.

In some situations, an SBA loan can provide lower monthly payments, more working capital flexibility, additional room for hiring, acquisitions, or growth investments

The goal isn't to find the cheapest loan.
The goal is to find the financing structure that best supports your business.

Watch the full SBA Loan Series:
https://www.nodewisecpa.com/videos