Industry

Professional Services

Software for accountants, consultants, marketers, and agency owners.

Professional services firms run on billable hours, client communication, and proposal-to-cash. We build practice management tools, client portals, time tracking and billing systems, and proposal flows for accounting firms, consulting boutiques, and creative agencies.

Where it hurts

Patterns we keep seeing in professional services.

01

Time tracking that nobody fills out

Friday timesheets are a creative-writing exercise. We build time capture that auto-fills from calendar, email, and project activity, then asks the human to confirm rather than reconstruct.

02

Client portals that are just file dumps

Most client portals are SharePoint with a logo. We build portals with status updates, secure messaging, payment, and documents in one place clients actually log into.

03

Proposals that take a week

Custom decks, custom contracts, custom pricing for every single deal. We build proposal generators that turn a one-hour discovery call into a sendable deck before the next meeting.

What this looks like in practice
63% faster proposals

A mid-sized consulting boutique cut average proposal turnaround from 5 days to under 2 after we built a guided proposal generator on top of their existing CRM.

Questions

Frequently asked.

Anything else? Ask us directly.

Can you integrate with QuickBooks / Xero / NetSuite?

Yes, all three have mature APIs we have shipped against. We typically sync customers, invoices, and payments bidirectionally.

Ready when you are

Start your professional services project.

Send a short brief. We reply within one business day with a recommended next step, an honest range, and the name of the person who would lead the work.