Industry 06 ยท Professional Services
Clients buy your judgment. We carry everything under it.
Wednesday, 11 a.m. A consultant presents in a client's conference room, pulls the latest deck from SharePoint, and never wonders whether it will open. Consultancies, engineering firms, marketing agencies, accounting practices, and small advisory shops: mobile teams, client-facing communication, document collaboration, and the calm operational IT a knowledge-work business needs.
Why professional services IT looks different.
A consulting or engineering firm runs on a different IT shape than a coffee shop or a fleet operation. Your team is mobile. Your clients expect responsive email and clean document delivery. Your competitive advantage is intellectual capital sitting in shared drives and email threads. What you need is reliable, secure, frictionless productivity tools, not a server room and not a complicated stack. We design the IT to disappear, so the team can do the actual work that pays the bills.
Software and systems we already support.
Microsoft 365 and Google Workspace
Both, with the security and collaboration setups professional services firms specifically use heavily.
SharePoint and Microsoft Teams
Proper site architecture, document libraries, channel structure, external sharing controls.
Google Drive and shared drives
For firms on Google, with proper folder permissions and sharing policies.
CRM and project management
HubSpot, Salesforce, Asana, Monday.com, ClickUp, Airtable. Setup, integration with email, security review.
Mobile device management
For laptops, phones, and tablets that travel between offices, client sites, and home.
VPN and secure remote access
For staff working from client sites or from home.
Encrypted email and secure file delivery
For client deliverables that shouldn't go as plain attachments.
Backup of intellectual property
Your work product is the asset. We make sure it survives the dropped laptop, the OneDrive sync conflict, and the staff person who deletes the wrong folder.
The single configuration mistake we find most often
Default sharing policies in Microsoft 365 and Google Workspace let any employee share documents externally with anyone, by default. That includes client deliverables, internal financial files, and HR documents. We see this every time we audit a new professional services firm. It is not anyone's fault. It is just the default, and the defaults assume a different kind of business than yours. We tighten this in the first week of an engagement. It is a 20-minute change that prevents a category of accidental data loss most firms never see coming.
What we do for professional services clients.
Microsoft 365 / Google Workspace administration with proper sharing and security policies
SharePoint and Teams architecture review and cleanup
Mobile device management for traveling teams
VPN and secure remote access setup
Cybersecurity (Huntress EDR, MFA enforcement, conditional access, phishing protection)
Backup of work product, including OneDrive, SharePoint, and Google Drive
Daily helpdesk for billable consultants who can't afford to lose an hour to printer trouble
IT planning for office moves, partner additions, and team scaling
Where this lands
Managed IT Services
Outsourced IT department with helpdesk, monitoring, patching, on-site support, and flat monthly billing.
See how →
Microsoft 365
Tenant administration, Exchange, Teams, SharePoint, MFA, Entra ID hardening, and license rightsizing.
See how →
Identity & Access Management
Enforced MFA, single sign-on, conditional access, least-privilege, and same-day offboarding.
See how →
Get a professional services IT health check.
Free 30-minute review of your sharing policies, MFA enforcement, mobile device security, and document backup posture.