Industries
IT consulting for professional services firms
Firms sell time and judgment, then track both in a stack of tools that do not agree. We connect the CRM, the project work, and accounting, and we prepare the firm when a client asks for SOC 2.
Houston, TX is home base. These pages describe the kind of work, not a past client. We do not publish client names.
Where the work usually starts
Utilization and billing are assembled by hand
Time is captured in one system, projects in another, and invoices in a third. A spreadsheet closes the gap at month end.
A client questionnaire arrives
A larger client asks for SOC 2, ISO 27001, or a security review the firm has never had to answer in detail.
The client portal is a shared inbox
Documents and status updates move by email because the systems the firm owns were not built for the way the engagement actually runs.
Services that fit
- Systems integrationConnect CRM, project tracking, and accounting.
- Custom software developmentClient portals and internal tools when the product you bought cannot bend.
- SOC 2 readinessPrepare the application and the evidence. A licensed CPA firm issues the report.
- Managed IT and supportA senior engineer on call without a full-time IT hire.
The kind of project
A client portal instead of an attachment thread
The kind of project: one place a client can see status and send documents, connected to the systems the firm already uses to do the work.
A SOC 2 project when a client names it
The kind of project: scope the system the client is asking about, close the gaps, and coordinate the examination. The CPA firm issues the report.
Tell us how the operation actually runs
A free 30-minute assessment is enough to say whether a first project is worth scoping.