Managed service provider (MSP) buying guide

Best HaloPSA Consultants and ConnectWise Migration Experts (2026)

Four consultancies doing verifiable professional services automation (PSA) work on HaloPSA for managed service providers (MSPs), every claim checked against the firm's own live site on 3 September 2026.

4  firms 1  official directory checked Verified 3 Sep 2026

How we verified this

Last vendor review: 3 September 2026. Every claim about a consultancy was checked against that firm's live site on that date, including services, about and team pages. Named individuals come from the firm's own team page unless another source is stated in place.

You have decided to leave ConnectWise, or you have already bought HaloPSA and it has been sitting half configured for three months while the tickets keep coming.

Both problems have the same root. HaloPSA is close to a blank slate, and that is simultaneously why people choose it and why the projects stall. An owner running it put it to me plainly: the platform can do almost anything, so it does almost nothing until somebody decides how your business actually works and builds that. ConnectWise made those decisions for you years ago, badly in places, and you worked around them. Halo asks you to make them yourself.

That is a configuration problem wearing a migration problem's clothes, and it is why a professional services automation (PSA) migration goes wrong far more often at the process layer than at the data layer. Getting your tickets across is a weekend. Deciding which of your twelve ticket types deserve to survive, how contracts map to billing, and which automations were load-bearing rather than habit is the actual work.

This page is for owners of managed service providers (MSPs) who are migrating to Halo, or who have migrated and are not getting the value. It is not a HaloPSA review, and it is not for enterprise information technology (IT) departments buying a service management platform. If you have not settled on the platform yet, that decision belongs in the PSA comparison instead.

Be warned about the size of this market. There are very few genuine specialists, most of them are small, and the good ones are booked. This list is short because the overlap is small: we kept a firm only where MSP-facing Halo work and enough published evidence were both visible, and three of the four are not on Halo's official directory at all.

Where our money comes from

We do not sell PSA consulting, resell HaloPSA, or take commissions from any firm on this page. Where a relationship exists it is disclosed at the top of that firm's entry.

Method

How this list was built

  1. Live site verification. Firm sites were checked on 3 September 2026 for services, positioning, pricing and named people, with a second check on 5 September. Companies House supplied Renada's director and incorporation record, and Halo's partner directory supplied partner-list status. Where something could not be verified, the absence is stated rather than filled in.
  2. Named consultants, not just company names. A PSA migration is delivered by a person who sits inside your operation for weeks. Where a firm names its consultants, or an official record names a director, the entry records it, because that is who you are actually hiring. Where no named delivery contact could be verified, the entry says so and tells you to ask.
  3. Halo capability quoted from their own pages. Plenty of firms mention Halo in a blog post. An entry needs Halo work described on their own services pages, and the wording is quoted so you can judge it.
  4. ConnectWise experience recorded separately. Knowing what you are leaving is a different skill from knowing what you are arriving at, and only some of these firms have both. The comparison table splits them.
  5. Small is not a disqualifier. Most real specialists in this category are under ten people. Where a firm is small, that is stated as a capacity question for you to raise, not held against it.
  6. What we could not check. None of these firms publish audited project outcomes, none publish migration failure rates, and very few publish prices. No claim below about hundreds of MSPs served is independently verified, and where a firm makes one it is attributed to them.

Numbering is navigational, not hierarchical

These firms are different sizes with different specialisms.

Comparison

At a glance

HaloPSA consultants and ConnectWise migration specialists for MSPs, verified 3 September 2026
FirmNamed lead contactBaseHalo work, in their wordsConnectWise depthOn Halo's public partner listPricing
Visionary 360Matthew Zaroff, PresidentUnited States"Official HaloPSA Channel Partner supporting implementation, optimization, and platform transitions"Yes, a named practice alongside HaloNoNot published
Renada SolutionsConnor Fagan, sole directorHampshire, United KingdomConsultation, virtual admin, virtual chief technology officer for HaloNot verified, ask themNoPublished, from £1,400 a month
Priceless ConsultingTiago Queiroga, Founder and chief executiveLisbon, Portugal"Priceless Consulting is a HaloPSA certified partner"Migration from ConnectWise and Autotask described in their FAQ; no named caseNoNot published
Excalibur Data SystemsNo real person named on their sitePittsburgh, United States"the first Halo implementation partner anywhere"Not verifiedYes, Specialist PartnerNot published

Service cells above were read off each firm's own site on 3 September 2026. Companies House supplied Renada's director and incorporation record, and Halo's own directory supplied partner-list status. "Not verified" means we could not find it stated rather than that the firm lacks the experience.

The shortlist

The firms

Four firms that are both MSP-facing and verifiably doing Halo work. Every fact below was read off the firm's own live site on 3 September 2026, except where an entry names Companies House or Halo's partner directory as the source.

01

Visionary 360

The only firm here with a visible consulting practice on both ConnectWise and HaloPSA

Both platforms Named team No published pricing
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
Visionary 360 homepage headlined that your PSA and accounting should work together, with a line describing them as an official HaloPSA channel partner
visionary360.com, captured 3 September 2026

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.

NameRole, as listed on their team page
Matthew ZaroffPresident, Sr. Business Consultant
Don BentzSr. Business Consultant, Vice-President
Chris WenzelManager, Sr. Business Consultant
Dina Phayre-GraceSr. Business Consultant
Bradlee DuffySr. Business Consultant
Jennifer LomsdalenSr. Business Consultant
Anna CoxDeveloper

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.

02

Renada Solutions

Halo native, and sold as ongoing ownership rather than a project

Halo native Named director Published pricing
Lead contact
Connor Fagan, sole director per Companies House
Incorporated
27 June 2022, company number 14197188
Base
Denmead, Hampshire, United Kingdom
Halo
Consultation, virtual admin, and virtual chief technology officer services
ConnectWise
Not verified
Halo partner status
Not on Halo's public partner directory
Pricing
Published: Retain £1,400, Engage £2,520 and Autonomy £4,760 a month, plus onboarding packages from £8,000
Renada Solutions homepage headlined elegant solutions to technical problems, with navigation to services, solutions and Halo tutorials
renada.co.uk, captured 3 September 2026

The Halo-native option, and the one most likely to be genuinely current on the platform. Their virtual admin service is the interesting product: rather than a one-off implementation, they build the solutions, reports and dashboards and develop the automated integrations on an ongoing basis, which fits the reality that Halo is never finished. You keep changing how you work and the platform has to follow.

The best evidence on their site is a customer's line about being taken to a point in their HaloPSA setup that multiple other consultants had promised and not delivered. That is a specific complaint about this category, and it is the reason people ask for recommendations in peer groups rather than searching.

Two things to check on the call. Companies House records the company from June 2022 while their own footer implies 2020, so ask which they count. And they publish no team page: Companies House names Connor Fagan as the sole director, and a second name, Robbie Emerson, appears publicly as their chief technology officer and presents their Halo tutorial videos, though the tutorial pages themselves credit Connor Fagan as author, but we could not confirm either title from a page on their own site.

Best fityou are already on Halo, or going there clean, and want ongoing platform ownership rather than a project.

Think twice ifyou are running a large migration off ConnectWise. ConnectWise does not appear on the pages we fetched, so ask directly whether they take migrations off it or build greenfield Halo only. Also ask about bench depth: two people are visible publicly.

03

Priceless Consulting

The European option, and the plainest certified partner claim here

Halo native Named team No published pricing
Lead contact
Tiago Queiroga, Founder and chief executive
Founded
Not published. Their enterprise page claims more than ten years of experience
Base
Lisbon, Portugal, with published numbers for Spain, Italy, Brazil, the United Kingdom and Ireland
Halo
"Priceless Consulting is a HaloPSA certified partner", covering both HaloPSA and HaloITSM
ConnectWise
Migration from ConnectWise and Autotask is described in their own FAQ
Halo partner status
Not on Halo's public partner directory
Pricing
Not published
Priceless Consulting homepage in Portuguese offering digital transformation and artificial intelligence consulting in Portugal
pricelessconsulting.com, captured 3 September 2026

The European option, and the only firm here with a certified partner claim stated plainly in its own words. They cover both HaloPSA and HaloITSM, which is worth knowing if part of your business is internal service desk work rather than client work. Their enterprise page claims more than ten years of experience.

They name five people, which for a shop this size is more transparency than the category norm: Tiago Queiroga as founder and chief executive, Antonio Marramaque as general manager, Ricardo Santos as information technology technical consultant, Marcely Sastre on customer relationship management and support, and Hector Valerian as software consultant.

The honest framing is that this is a software implementation practice rather than a professional services automation specialist. Their own homepage positions them across several unrelated products, and Halo is one line of that business. For a straightforward Halo build with a multilingual team across southern Europe, that breadth is fine. For an intricate migration off a decade of ConnectWise history, ask what comparable work they have done.

Best fityou are European, want a certified partner, and value a team covering several languages and time zones.

Think twice ifyou want proven depth on your specific migration. Their site says they support the move from other PSA tools including ConnectWise and Autotask, and names the Halo import utilities they use, but it publishes no named ConnectWise migration case, so ask for comparable MSP examples.

04

Excalibur Data Systems

The longest Halo pedigree, and the only entry on Halo's own directory

On Halo's directory No real person named on site No published pricing
Lead contact
No real person is named on their site, see below
Founded
1998
Base
Pittsburgh, United States
Halo
"the first Halo implementation partner anywhere", with more than 20 years of service management experience claimed
ConnectWise
Not verified
Halo partner status
Listed as a Specialist Partner on Halo's public directory
Pricing
Not published
Excalibur Data Systems homepage headlined escape the cost and complexity of old IT service tools, naming Halo and EasyVista as the modern replacements
excaliburdata.com, captured 3 September 2026

The strongest claims in this set, and the only entry that appears on Halo's own partner directory. They state they were the first Halo implementation partner anywhere, they have been operating since 1998, and unlike most of that directory they name managed service providers explicitly as customers: their pitch is helping information technology teams and MSPs get more from their service management platforms and escape the cost of legacy tools. They also work with EasyVista and Ivanti, so they have seen more than one platform generation.

One verification finding you should know before you call, stated as what we read rather than as a judgement. Their about page tells an origin story about two founders, a former chief information officer and a former chief financial officer, without naming either. Their team page currently shows placeholder template names rather than real people. Third-party directories name a founder and chief executive, and we could not confirm that from their own site.

Best fityou want the longest Halo pedigree available and a partner who says out loud that MSPs are the customer.

Think twice ifyou want to know who is doing the work before you engage. Ask for the named consultant and their background in writing before you engage.

Failure modes

What actually goes wrong in a ConnectWise to Halo migration

Four failure modes, in the order they cost money.

01

You carry your old structure across

The temptation is to replicate ConnectWise in Halo so nothing feels unfamiliar. What you get is your old workarounds rebuilt in a system that never needed them, and none of the upside you switched for. The consultancies worth hiring will argue with you about this in week one. That argument is the value.

02

Contracts and billing get mapped last

Tickets and time are the visible part of a PSA, so they get attention. Recurring contracts, prepaid blocks, bundled agreements and the invoice logic are where revenue quietly leaks after go-live, and they are harder to unpick three months later than three weeks earlier.

03

Automation is rebuilt from memory

Nobody has an inventory of what their old system silently did. Ticket routing, escalation timers, alert suppression, the notification that stopped one client from calling twice a day. Some of it was load-bearing and some was scar tissue, and telling them apart requires someone who has lived in both platforms.

04

Nobody owns adoption

The technicians decide within about two weeks whether the new system is better or worse than the old one, and that verdict sticks. A migration that lands technically and fails culturally still reads as a failed migration on your next board slide.

On the call

Questions to ask before you hire

  • Do you know ConnectWise as well as you know Halo? If the answer is Halo only, expect a rebuild closer to Halo's default image. Sometimes that is the right answer. You should know which you are buying.
  • Who exactly will be on my project, and what else are they on? You are hiring a person, not a firm. Get the name and the availability in writing.
  • What comes across in the data migration, and what does not? Ticket history, time entries, attachments, closed tickets, assets, contracts, invoices. Make them say which of those are in scope and which are archive-only.
  • Do you configure, or do you also train? Configuration without training produces an expensive system your team routes around.
  • Are you a Halo partner, and does that change your advice? Partner status is useful for escalation into Halo. It is worth knowing whether it also creates a commercial incentive.
  • Fixed scope or day rate, and what happens when we change our minds? You will change your minds, because the process decisions are the project. Ask how change is priced before you start.
  • What does the first month after go-live look like? The consultancies that disappear at go-live are the ones you hear about in peer groups afterwards.
  • What will you refuse to build for me? The best answer to this question is a specific one. A consultant with no opinions will build every bad idea you have.
Watch for

Red flags

  • They agree with everything in the scoping call. Halo's flexibility means an agreeable consultant is a liability.
  • The migration is quoted without seeing your contracts. Billing complexity, not ticket volume, drives the real effort.
  • No named consultant on the proposal. A firm that will not tell you who is doing the work is planning to decide later.
  • Go-live is the last line of the plan. Ask what weeks five to eight look like. If there is nothing there, budget for it yourself.
  • They sell you seats. A consultancy earning margin on your licences is not neutral about how many you buy.
The directory

Halo's official partner directory, and why it is not the shortlist you expect

Halo publishes a public partner directory at usehalo.com/partners, and it is worth understanding before you use it. It lists roughly 60 companies across Premier, Specialist and Certified tiers, with category filters such as MSP and VAR, including Mozaic, Process Panda, Flycast Partners, Bechtle, Softcat, Pink Elephant, ToucanHALO and Zitac Consulting. The older address at halopsa.com redirects to the same page, so this is the one directory rather than two.

Two facts about it, both checkable, and together they explain why owners ask in peer groups instead.

Much of that directory is selling to someone else. The partners we verified from it serve internal information technology departments and public sector clients rather than MSPs. ToucanHALO describes itself as a certified Halo partner for government and regulated organisations, with a 15-year history of U.S. government and commercial work. Zitac Consulting in Gothenburg is a certified HaloITSM partner with more than 20 years in IT service management, and its own customer cases are Swedish municipalities and transport operators running their own information technology operations. Both are legitimate Halo partners. Neither is a managed services specialist, and a partner badge tells you nothing about which audience a firm actually serves.

The firms MSPs name are mostly not on it. Of the four entries above, only Excalibur Data Systems appears. Visionary 360, Renada and Priceless Consulting do not, and Visionary 360 describes itself as an official channel partner regardless. Directories lag, tiers get renewed and not every partner chooses to be listed, so absence from it is not evidence against a firm and presence on it is not evidence a firm serves your market.

Use the directory to check that a firm's partner claim is plausible and to find capacity you had not heard of. Use your peer group to find out who actually delivers.

Adjacent

Also worth knowing: ProVal Technologies

ProVal Technologies comes up in this conversation and is not ranked above, for a reason worth stating precisely. Their published service lines are ConnectWise Automate work, strategic managed operations, artificial intelligence and automation, and network operations centre services. Halo does not appear as a service line on their services index. It appears in two editorial blog posts and, more usefully, in a separate tool at sync.provaltech.com that does bidirectional ticket, note and time-entry synchronisation between ConnectWise, HaloPSA and Jira.

That tool is genuinely relevant if you are running both platforms in parallel during a phased migration, which is a common and underrated approach. Their team is named and substantial, including Vikram Khanna as chief executive, Nick Hess as chief operating officer, Amit Pandey as technical lead for ConnectWise, and consultants Brandon Gentile, Chase Murphy and Ella Roland.

So: a deep ConnectWise Automate practice with a Halo interoperability product, rather than a Halo implementation consultancy. If your problem is running the two systems side by side for a quarter, they are relevant. If your problem is configuring Halo, confirm the capability directly before assuming it from the blog.

FAQ

Frequently asked questions

Does HaloPSA have official implementation partners?

Yes. Halo publishes a public directory at usehalo.com/partners listing roughly 60 companies across Premier, Specialist and Certified tiers, with category filters such as MSP and VAR. Two cautions. Many of those partners serve internal information technology departments rather than managed service providers, so a badge does not tell you they work with businesses like yours. And several firms that MSPs recommend to each other are not on it, including three of the four ranked above, so absence is not a mark against a firm. Check the directory to sanity-check a partner claim, then ask which of their clients are MSPs.

How much does a HaloPSA implementation consultant cost?

Only one of the four publishes a price. Renada lists monthly packages from £1,400 and onboarding packages from £8,000, which makes it the one entry you can budget against before you call. For the other three, control the shape of the quote instead. Ask whether it is fixed scope or day rate, ask how change is priced before you start, and get the named consultant and their availability in writing. Expect the configuration and process work to cost more than the data migration, because that is where the actual decisions are.

Can we migrate to HaloPSA ourselves?

Plenty of MSPs do, and the ones who regret it usually regret the same thing: they rebuilt their ConnectWise habits in Halo because that was the fastest path, and inherited every workaround into a system that did not need them. Doing it yourself is a real option if you have someone who can be genuinely full time on it for the duration and who has the standing to overrule how things have always been done. If that person does not exist, you are not saving money, you are deferring the cost.

What data comes across from ConnectWise?

That depends entirely on scope, and it is the question to pin down in writing rather than assume. Make the consultancy state, item by item, which of these are migrating and which are archive only: open tickets, closed ticket history, time entries, attachments, assets and configurations, contracts, and invoice history. Contracts and billing are the ones to watch. They get scoped last and they are where revenue quietly leaks after go-live.

Should we start clean or replicate our existing setup?

Starting clean is the more common professional advice, and one firm here builds their migration pitch on exactly that: beginning in Halo without carrying years of legacy structure across. The counter-argument is adoption, because a system that looks nothing like the old one meets resistance from technicians in the first fortnight. The workable middle is to start clean on structure, ticket types, contracts and automation, while keeping the language and screens your team already uses. Whatever you choose, decide it deliberately in week one rather than letting it happen by default.

Do we need a consultant if we are a small shop?

Not necessarily, and the honest test is your billing complexity rather than your headcount. If you run flat per-seat agreements and a simple service catalogue, a capable operations person can configure Halo. If you have prepaid blocks, bundled agreements, mixed project and recurring work, or a decade of ConnectWise history, the consultant pays for themselves in the contract mapping alone.