Visionary 360
The only firm here with a visible consulting practice on both ConnectWise and HaloPSA
- Lead contact
- Matthew Zaroff, President and Sr. Business Consultant
- Operating since
- 2009, in their own words "MSP Consulting Since 2009"
- Base
- United States. Phone (818) 459-3950
- Halo
- "Official HaloPSA Channel Partner supporting implementation, optimization, and platform transitions"
- ConnectWise
- Yes, a named practice alongside Halo
- Halo partner status
- Not on Halo's public partner directory, and they describe themselves as an official channel partner regardless
- Pricing
- Not published
The only firm verified here that consults on both platforms, and that matters more than it sounds. A consultancy that only knows Halo is more likely to rebuild your business in Halo's default image. One that has lived in ConnectWise knows which of your existing workflows are load-bearing and which are scar tissue. Their own site title is ConnectWise and HaloPSA consulting for MSPs, and they run a separate practice connecting ConnectWise to accounting systems, which is exactly where migration projects leak money.
They also ship their own software against these platforms, published as Accounting Sync, LaborCast, Mass Maintenance Booster and QuickTix. Building product against a platform forces a firm through edge cases a single implementation never touches, which is a useful depth signal.
Their homepage headline tells you where their obsession sits: your professional services automation and your accounting should work together, not against each other.
The team, all named on their site. This is who you would actually be hiring.
| Name | Role, as listed on their team page |
|---|---|
| Matthew Zaroff | President, Sr. Business Consultant |
| Don Bentz | Sr. Business Consultant, Vice-President |
| Chris Wenzel | Manager, Sr. Business Consultant |
| Dina Phayre-Grace | Sr. Business Consultant |
| Bradlee Duffy | Sr. Business Consultant |
| Jennifer Lomsdalen | Sr. Business Consultant |
| Anna Cox | Developer |
Best fityou are leaving ConnectWise and want someone who knows what you are leaving, not only what you are arriving at.
Think twice ifyou want a pure Halo specialist. Halo is one line of a practice that also covers ConnectWise and accounting. Also worth knowing: they describe themselves as an official HaloPSA channel partner and they do not appear on Halo's public partner directory. Both can be true, since that directory is not necessarily complete, but ask them to confirm their partner status directly.