Who I help
Owner-led professional-services firms of about 5 to 50 people. The work looks different in each, so I have written down what it looks like in yours.
-
Accounting and bookkeeping firms
Document chasing, client onboarding, email and file filing, and invoicing, with a person reviewing anything that matters.
-
Law practices
Intake, matter filing, client reminders and billing support, built around confidentiality and lawyer review.
-
Engineering and design studios
Project setup, file organization, proposals, status updates and invoicing.
-
Consultancies and agencies
Proposals, onboarding, meeting follow-ups, reporting and invoicing.
Not on this list? If your firm is small, works in Microsoft 365 or Google Workspace, and loses time to admin, tell me about it.