What pro services firms need from IT

Light to manage. Heavy to attack.

Knowledge-work firms have lean ops and high client expectations. The IT layer needs to disappear into the background — except for security, which has to be tight.

Email-first identity

M365 or Workspace tuned for knowledge work. Identity, MFA, conditional access — the modern security model deployed without operational drag.

Client & external collab

SharePoint, Teams, Slack — externally-facing channels and shared workspaces that don't blur the line between your data and your client's.

Consultant mobility

Senior consultants live in airports, client offices, and conference rooms. Devices, identity, and access designed for that pattern — not for a 9-to-5 desk job.

Client-confidential security

Strategy decks, M&A diligence, executive search rosters — high-value content with high attacker interest. Posture configured for the actual threat model.

SaaS & tool sprawl

Asana, Notion, HubSpot, Slack, Loom, Figma, Salesforce — auditable across the firm. Departures don't leave orphaned accounts behind.

RFP / vendor security questionnaires

Enterprise clients send you 200-question security questionnaires. We help you answer them once — properly — and reuse the answers.

Platforms we know

The software your firm runs on.

Configured and supported across consulting, marketing, agency, and nonprofit clients.

Microsoft 365 / Workspace
Email & collaboration
Salesforce
CRM
HubSpot
CRM & marketing
Asana / Monday
Project & ops
Notion
Knowledge management
Slack
Internal & client comms
QuickBooks / Xero
Accounting
Adobe / Figma
Design
How our services map

Six capabilities. One lean practice.

Professional services firms typically don't have internal IT. They have an office manager who took it on, or a junior consultant who used to know Salesforce. We become the team, quietly. Managed IT and Cloud & M365 cover the day-to-day. Managed Security covers what their largest client will ask about in the next vendor questionnaire.

For mid-market consulting and growing agencies, vCIO is where we add disproportionate value — building IT and security maturity ahead of the next enterprise client, the next round of funding, or the next acquisition conversation.

Common starting point

How pro services clients tend to start.

  • M365 / Workspace audit and modernization
  • Security posture review against enterprise-client requirements
  • SaaS audit and rationalization
  • External collaboration architecture (Slack Connect, shared channels)
  • Vendor questionnaire response toolkit
  • Quarterly leadership strategy review

Let's make IT simpler.

Book a free 30-minute review. We'll talk through your firm's IT and tell you what we'd actually do. No pitch deck. No obligation.