Taproot TechnologyMSP REPORTING & SQL CONSULTING — REMOTE, NATIONWIDE
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Your PSA data, made trustworthy — and reporting your clients actually believe.

I’m Rick Aquilia. I spent years at BrightGauge, led integrations at ConnectWise, and ran professional services at MSPbots. I help MSPs fix the reporting layer everyone quietly distrusts: gauges nobody believes, QBR prep that eats days, and PSA data too messy for the AI tools you’re being sold. Delivered white-label, behind your brand, under NDA.

A BrightGauge operations dashboard showing signups, churn, MRR, and open tickets by assignee
The kind of wallboard I built my name on at BrightGauge — today Reports and Dashboards (formerly BrightGauge): signups, churn, MRR, and ticket load by assignee, live on one screen. This is the reporting layer your clients judge you by — it has to be right.

The white-label promise — in writing, before we start

  • I work through you. Deliverables carry your brand; your clients see your firm, not mine.
  • No direct contact with your clients except exactly as you direct, in writing.
  • NDA and confidentiality on your PSA, your data, and your client list — signed before any access.
  • I will never market IT services to your clients. My local repair and office-IT work is a separate, local business in Wake County, NC — your clients are yours.

What I do for MSPs

The positioning is simple: not “I build dashboards,” but I make your PSA data trustworthy enough for reporting — and AI — to actually work.

BrightGauge builds & rescue

BrightGauge — now Reports and Dashboards — is still the reporting layer most MSPs live in. New dashboard and gauge builds, and rescue of the ones your team stopped trusting: wrong filters, double-counted tickets, metrics that don’t match the PSA. Every gauge validated against the source data before handoff.

ConnectWise PSA data cleanup

Audit and cleanup of the fields reporting depends on — statuses, types/subtypes, agreements, configurations, time entries — with documented standards your team can keep clean after I leave.

Custom SQL reporting

Direct SQL reporting against your PSA and connected data when the built-in tools run out of road: the one-off owner questions, the recurring report nobody can produce, the numbers leadership actually asks for.

QBR & client reporting

Repeatable, client-ready reporting packs that don’t take your vCIO two days to assemble before every review — consistent definitions, defensible numbers, your branding.

AI-readiness cleanup

Every AI tool pitched to MSPs reads your PSA first. If the data is inconsistent, the AI output is confidently wrong. I clean and validate the underlying data so automation and AI have something true to work with.

Integrations & data plumbing

REST API integrations and data movement between your stack’s tools — the unglamorous connections that make end-to-end reporting possible at all.

Why an MSP would hand me their data

2015 — 2019

BrightGauge

Technical CSM → Team Lead, Professional Services → Integration Developer. Four-plus years inside the reporting tool your MSP probably still owns — building the dashboards and gauges, and learning exactly where they lie to you. It’s called Reports and Dashboards now; the data problems haven’t changed.

2019 — 2022

ConnectWise

Team Lead, Integrations. ConnectWise acquired BrightGauge in 2019 and I stayed in the family — so the BrightGauge and ConnectWise years are really one seven-year run inside the same ecosystem: first the reporting tool, then the PSA it reports on. I led the team connecting third-party tools to that PSA — deep, daily work in PSA data, APIs, and the ways MSP data gets messy in the real world.

2022 — 2023

StrongDM

Senior Customer Success Manager. Enterprise infrastructure-access SaaS — owning outcomes and reporting for large, technical customers.

2023 — 2024

Forescout

Senior Customer Success Manager. Cybersecurity platform — the same discipline: numbers a customer can defend in the room.

2024 — 2025

MSPbots

Head of Professional Services. Ran professional services for an MSP automation and reporting platform — scoping, delivering, and supporting data and reporting work for MSP customers.

2025 — 2026

Compuquip

Founding Customer Success Manager. The first CSM at a cybersecurity services provider — built the function, its reporting, and its QBR rhythm from zero. Technical toolkit throughout all of it: SQL, Python / Django, REST APIs, AWS, reporting and dashboards.

How an engagement runs

1

Intro call

Thirty minutes on what your reporting looks like today, where it hurts, and whether I’m the right fix. NDA first if you want one before any detail.

2

Scoped, fixed quote

A written scope with a firm price — the same rule as my local work: you approve it before anything starts.

3

Build, validate, hand off

Numbers validated against source data, definitions documented, and your team shown how it works — so you’re not dependent on me to keep it running.

Email Rick: rick.aquilia@gmail.com Call / text (919) 434-4539

Remote and nationwide. This page isn’t part of my local site’s navigation on purpose — if you’re reading it, someone sent you the link, and that’s who it’s for.