You can’t fly on gut feel.
The name comes from the way we work: give owners the instruments to run the business on numbers. Clean books are the foundation, but they’re not the point. The point is a weekly cash report you trust, a dashboard you can actually read, and a monthly review that turns data into decisions.
And we mean it when we say we want to invest, not extract: engagements are typically cost-neutral, priced at roughly what you already pay for bookkeeping alone.
Leadership
David Wilkeson
David has spent his career inside the MSP business model: as an operator, and now as CEO of MSP Advisor, advising MSP owners across North America and the UK on profitability, growth, and enterprise value. He literally wrote the book on it: Profit and Growth for MSPs, co-authored with Robert Wilburn and rated 4.9 stars on Amazon.
At Instrumental, David brings the MSP side of the equation: the benchmarks, KPI targets, and CFO-level guidance that turn clean books into decisions. He knows what a healthy MSP looks like at every revenue stage, and what buyers pay for.
Diane Dennis, CPA
Diane is a CPA who has built her practice around one thing: delivering high-end outsourced accounting that business owners can actually run on. Her team’s discipline (proper COGS and revenue matching, clean close processes, rigorous quality control) is the reason our clients’ books are accurate, on time, and diligence-ready.
At Instrumental, Diane brings the accounting side of the equation: the professional standards and processes that make every forecast and dashboard trustworthy, because the numbers underneath them are right.
Profit and Growth for MSPs
Profit and Growth for MSPs: Dragon Boats, Catamarans, and Superyachts, co-authored by David Wilkeson with Robert Wilburn, distills deep experience with MSPs into practical, data-driven growth strategies. Rated 4.9 on Amazon.
