Proposal admin & pipeline drift
Scattered briefs, late SOWs and unlogged activities slow deals and lower win-rates.
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-houseBetter client responsivenessSmoother projects & handoffsISO-aligned security
Where firms lose time — and how we help
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. HubSpot / Pipedrive
Project Coordination & PMO Lite
Meeting notes, RAID logs, action follow-ups, document control and stakeholder updates. Trello boards & SOPs
Billing, AP/AR & Reporting Support
Timesheet checks, invoice support, reconciliations and monthly packs for partner or accountant review. Xero / QBO / MYOB
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.
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.