Back Office Solutions for Professional Service Firms

Keep the tools that work for you. Fill the gaps with ours. FirmDesk brings it all together with integrated back-office software and expert services — bookkeeping, billing, payroll, and reporting — so you can focus on clients.

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Purpose-built for consulting firms, agencies, and professional services businesses with 5-25 employees

Sound Familiar?

Tool Sprawl

Your CRM doesn't talk to your project tracker. Time entries don't flow to invoicing. Client data lives in five different places.

Time Sink

Partners spending 10+ hours a week on admin instead of billable work. Manual invoicing, chasing payments, reconciling reports.

Rising Costs

Paying $2,000-4,000/month for disconnected SaaS tools that weren't built for professional services.

Data Scattered

No single view of a client—their projects, invoices, communications, and pipeline all live in different systems.

Your Tools + Our Expertise. Complete Support.

We work with what you already have, fill in the gaps, and keep everything running — so your back office actually works.

01

Your Tools or Ours

Love your current CRM? Keep it. Need project management or automation? Our free software stack covers it. Either way, we connect everything into one integrated operation.

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02

Expert Implementation

We configure everything around your workflows — whether that's integrating your existing tools, deploying new ones, or both. Plus data migration and team training.

Learn about implementation
03

Ongoing Managed Services

From bookkeeping and payroll to fractional CTO — we run your back office while you run your business.

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$0 Software licensing cost—yes, really
10+ Hours saved per week on manual work
100% Data ownership—no vendor lock-in

Built for Professional Services

Purpose-built for firms where your time is your product.

Management Consulting

Project tracking, client management, and reporting for strategy and advisory firms.

Marketing & Creative Agencies

Workflow automation, client portals, and project management for creative teams.

Accounting Firms

Practice management, client communication, and seasonal workflow optimization.

IT Services & MSPs

Ticketing, automation, and client management for technical service providers.

Law Firms

Document management, secure communication, and compliance-ready operations.

Recruiting & Staffing

CRM, candidate tracking, and commission management for placement firms.

How It Works

From chaos to clarity in weeks, not months.

1

Discovery Call

30-minute conversation to understand your current tools, operations, pain points, and goals.

2

Solution Design

We map out what stays, what's new, and how it all connects — built around how your firm works today.

3

Implementation

We integrate your existing tools, deploy what's needed, migrate data, build automations, and train your team.

4

Managed Services

Ongoing bookkeeping, payroll, invoicing, stack management, and fractional CTO support.

5

Focus on Clients

Your back office runs itself. You focus on what you do best—serving clients.

Start with a Discovery Call

The FirmDesk Difference

Scattered SaaS Enterprise ERP FirmDesk
Monthly cost (15 users) $2,000-4,000 $5,000+ $0 (free)
Implementation time DIY (endless) 6-12 months 3-8 weeks
Data ownership Vendor-controlled Complex 100% yours
Integration Manual/Zapier Built-in (rigid) Native + flexible
Ongoing support Help docs $$$$ add-on Included services
Vendor lock-in High Very high None

Let's Get Your Operations Connected

Whether you're keeping your current tools or starting fresh, we'll help you build a back office that actually works together. Implementation starts at $5,000.

Book Your Discovery Call

No commitment. No credit card. Just a conversation about your operations.