IT for Professional Services Firms
IT for Professional Services Firms
IT SUPPORT FOR CONSULTING AND PROFESSIONAL SERVICES FIRMS
Consultants, advisors, engineers and agencies sell their time and their judgment. Every hour spent fighting a laptop or hunting for a file is an hour not billed. We keep your team working from the office, home or a client site.
- Microsoft 365 or Google Workspace set up properly
- Secure file sharing with clients
- Laptops ready for travel and remote work
ONE PLACE FOR CLIENT FILES
We move client work into SharePoint or Google Drive with folders by client and permissions that match your team. Sharing links expire, old staff lose access the day they leave, and everything is backed up.
- Client folders with clear permissions
- Expiring share links for outside parties
- MFA on every account
- Backups of Microsoft 365 or Google data
WHAT SLOWS A SMALL FIRM DOWN
FILE CHAOS
Client files spread across email, personal OneDrive and USB drives are hard to find and hard to protect.
CLIENT SECURITY QUESTIONS
Larger clients send security questionnaires. Answering them takes real controls, not guesses.
TRAVEL PROBLEMS
A laptop that won’t connect at a client site wastes the meeting.
NO ONE IN CHARGE
In a small firm, IT often falls to whoever complains the least. Things slip.
WHAT WE HANDLE FOR FIRMS
LAPTOPS
Set up, encrypted, patched and replaced quickly.
FILES
SharePoint, OneDrive or Google Drive organized by client.
SECURITY
MFA, Huntress protection and email filtering.
HELP
Fast answers by phone, email or remote session.
TOOLS WE SUPPORT
PRODUCTIVITY
Microsoft 365, Teams, SharePoint and Google Workspace.
CLIENT WORK
Adobe Acrobat and Creative Cloud, Zoom and e-signature tools.
BILLING
QuickBooks, time tracking and CRM systems.
ENGINEERING
CAD and analysis workstations for technical firms.
We work with what you already use and only suggest changes when they save time or close a security gap.
HOW WE ANSWER A CLIENT SECURITY QUESTIONNAIRE
01
READ
Go through the questions with you.
02
CHECK
Confirm what is in place from our tools.
03
FILL
Draft answers based on facts.
04
FIX
List any gaps worth closing.
QUICK ANSWERS
No. Many of our clients are small firms.
Yes. We help answer them based on the controls actually in place.
Yes. We support Mac and Windows.
Yes. We move files to SharePoint or Google Drive and set up permissions.
Security first
Every managed client gets our layered security stack.
SPEND YOUR HOURS ON CLIENTS
Tell us how your team works today. We will show you what we would clean up first.
Or call 717-516-0600
