Scale your Professional Services & Consulting operations

AU-managed offshore teams for consulting firms, engineering & architecture practices, business advisory & boutique agencies: proposals & SOWs, project coordination, CRM & pipeline, client service & inbox, AP/AR & billing, management reporting and BAS support.

Save 60–70% vs in-house Better client responsiveness Smoother projects & handoffs ISO-aligned security

Where firms lose time — and how we help

Proposal admin & pipeline drift

Scattered briefs, late SOWs and unlogged activities slow deals and lower win-rates.

Clean CRM & faster SOWs

Ops assistants maintain CRM hygiene, assemble proposal packs and keep stakeholders on track with reminders and checklists.

Project coordination gaps

Missed notes, unclear actions and late status updates create rework and client frustration.

Tight meeting-to-action flow

VAs capture minutes, assign tasks, chase deliverables, and publish tidy status packs for partners and clients.

What we do for Professional Services & Consulting

Dedicated admin, operations and client service embedded in your practice rhythm.

Proposals, SOWs & Contract Support

Templates, pricing tables, signatures, registers and version control so deals move quickly and cleanly.

Project Coordination & PMO Lite

Meeting notes, RAID logs, action follow-ups, document control and stakeholder updates.

Billing, AP/AR & Reporting Support

Timesheet checks, invoice support, reconciliations and monthly packs for partner or accountant review.

Common roles & indicative pricing

Full-time dedicated staff. Final rates vary by experience, stack and shift window.

Operations Assistant
  • Data & CRM hygiene
  • Procurement & vendor follow-ups
  • Task & project coordination
Virtual Assistant
  • Inbox & calendar management
  • Document control & filing
  • Meeting notes & follow-ups
Office Administrator
  • Compliance pack assembly
  • Advanced document workflows
  • Stakeholder & SLA reporting
Customer Service Representative
  • Phone, email & chat
  • Bookings & order queries
  • CRM notes & follow-ups
Sales Development Rep (SDR)
  • Prospecting & qualification
  • Outbound calls & sequences
  • Meeting booking & follow-ups
Bookkeeper
  • Bank/credit card reconciliations
  • AP/AR processing
  • BAS support pack

Part-time pods and AEST after-hours coverage available for deadlines, workshops and board packs.

We work in your stack

CRM, collaboration, documents and project boards — on the tools your firm already uses.

Microsoft 365
Google Workspace
HubSpot
Pipedrive
Notion
Trello

Security & compliance for client and project data

Access control

MFA/SSO, least-privilege groups, device compliance and permission reviews across CRM, files and boards.

Data handling

Encrypted transit/storage, secure file transfer, optional session QA and redaction for sensitive documents.

Process

NDAs, background checks, onboarding/offboarding SOPs and incident response with audit trails.

Build capacity for your Professional Services & Consulting team

Interview pre-vetted admins, ops assistants, CSRs and bookkeepers this week. No lock-ins.
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