NewLife Development

Name

NewLife Development

Legal name

NewLife Development LLC

Website

https://newlifedev.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Accounting and Financial Management Consulting for MSPs

NAICS

Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Organization Design & Change Management Consulting (BPAHACAD)

akta.pro secondary industries

Strategy & Corporate Development Consulting (BPAHACAA), Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH)

Keywords

• Financial operations consulting
• MSP accounting services
• ConnectWise consulting
• QuickBooks implementation
• Business management services

Headquarters

HQ city

Brookfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Project Services: One-time professional services for new implementations or remediation/redesign of existing implementations. These are discrete engagements to setup or remediate QuickBooks and ConnectWise environments.
2. Recurring Services: On-going Controller, Admin and Accounting support services providing continuous Trusted Advisor engagement.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

NewLife Development is a professional consultancy providing financial operations and business management services for Managed Service Providers (MSPs) and technology companies. The firm specializes in QuickBooks and ConnectWise setup, chart of accounts design, process mapping, optimization, and integration, delivered through one-time Project Services and ongoing Recurring Services engagements.

Product overview

NewLife Development is a professional consultancy providing financial operations and business management services for MSPs and technology companies. The company offers two primary service categories: Project Services (for new implementations or remediation/redesign of QuickBooks and ConnectWise environments) and Recurring Services (ongoing Controller, Admin, and Accounting support as a Trusted Advisor). These services are delivered through specialized offerings including QuickBooks and ConnectWise Setup, Legacy Environment Discovery, Design/Process Mapping, Optimization, Training, and Ongoing Monitoring & ConnectWise Admin. The company specializes in Chart of Accounts design, financial reporting excellence, and integrating third-party solutions including Avalara, Bill.com, Mobius, MSPCFO, Wise-Sync, ConnectBooster, and Wise-Pay with ConnectWise and QuickBooks platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Project Services

Named customers6 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• QuickBooks DesktopcoreTechnology or IntegrationPrimary accounting platform supported for MSP financial management. The company specializes in implementation, setup, and optimization of QuickBooks Desktop environments.
• QuickBooks OnlinecoreTechnology or IntegrationPrimary accounting platform supported for MSP financial management. The company specializes in implementation, setup, and optimization of QuickBooks Online environments.
• ConnectWisecoreTechnology or IntegrationCore business management platform partner since 2006. The company provides PSA integration setup, administration, and optimization services for ConnectWise Manage.
• AvalaracoreTechnology or IntegrationSales tax management solution supported and implemented. Company holds Avalara Certified Implementation Expert certification.

Scale indicators1 record

Recent moves5 records

Expansion highlights2 records

Broad incumbents

• Kaseya: Large IT management platform vendor for MSPs, including PSA, RMM, and security. Comparable as a dominant presence in the MSP operations stack where NewLife delivers financial integration services; competes indirectly by embedding financial automation natively.
• Wipfli: Large Top-20 US accounting and advisory firm with a dedicated MSP practice (formerly acquired Top 10 MSP accounting firm). Comparable service offerings (Controller/CFO support, ConnectWise optimization, financial reporting) but at vastly larger scale and broader portfolio.
• ConnectWise: Primary PSA platform partner that NewLife Development has worked with since 2006. ConnectWise increasingly expands implementation and partner services; therefore comparable and a potential competitive threat as well as a longstanding partner.

Others

• ConnectBooster: Payment automation and accounts receivable platform purpose-built for ConnectWise MSPs. NewLife is an implementation partner; comparable in serving the same MSP financial workflow, positioned as an adjacent ecosystem vendor rather than a competing consultancy.
• Wise-Sync: Payment synchronization platform integrated with ConnectWise and QuickBooks. NewLife Development is an implementation partner for Wise-Sync; comparable as ecosystem participant serving the same MSP financial workflow, though operating as a software vendor rather than consultancy.

Direct peers

• IT By Design: Provides business operations, finance, and NOC support services to MSPs. Comparable as a consultancy that embeds into MSP back-office workflows alongside technology delivery, including financial/administrative support similar to NewLife's recurring services.
• StrataCore: Provides outsourced financial operations and CFO services for Managed Service Providers. Closest direct peer — same vertical focus (MSPs), same service categories (Controller/CFO support, financial reporting, PSA integration), and overlapping tool stack.
• TruNorth Dynamics: Operations and finance consulting firm specializing in helping MSPs build scalable financial and operational back-office functions. Directly comparable in customer base (MSPs), service scope (financial operations, reporting, PSA optimization), and consulting-led delivery model.
• Service Leadership: Provides financial benchmarking, operational best practices, and consulting for MSPs. Comparable in deep MSP specialization and finance/operations advisory focus, with overlap in PSA-acumen and financial improvement engagements.

Emerging players

• Aspirity: Consulting and managed services firm serving MSPs with operational and financial insight offerings. Partial overlap with NewLife's recurring Trusted Advisor model for MSP finance teams, though broader in scope including sales and marketing operations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/newlifedevelopment

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NewLife Development