About FirmDesk

Connected, well-run operations for growing professional services firms — without ripping out what already works or adding enterprise-grade complexity.

The Problem We Solve

We've seen it countless times: a professional services firm grows past 6-8 people and suddenly everything breaks. The spreadsheets that worked with 3 clients don't work with 30. The free tools hit their limits. Data lives in a dozen different places. The founder is spending more time on admin than on actual work.

The typical advice? "Just buy Salesforce and hire an ops person." But that's $100K+ per year for a firm doing $1-3M in revenue. It doesn't make sense. And often the real problem isn't the tools themselves — it's that nothing talks to each other.

We built FirmDesk to bridge that gap. We work with the tools you already have, fill in the gaps with our free software stack, and connect everything together. Implementation by people who understand professional services workflows. Ongoing support so you're never left hanging.

How We Work

Transparency First

No hidden fees, no surprise charges, no bait-and-switch. We tell you exactly what things cost and what you're getting. Our pricing page exists for a reason.

Implementation Matters

Software alone doesn't solve problems—implemented software does. We don't just hand you tools; we make sure they actually work for your specific workflows.

Your Tools First

We don't ask you to throw away what's working. If you love your CRM, accounting software, or chat tool — keep it. We build around what you have and only add what's missing.

Right-Sized Solutions

We won't oversell you tools you don't need, and we won't under-deliver with a bare-bones integration. We recommend what actually fits your firm — no more, no less.

Long-Term Relationships

We're not trying to close a deal and disappear. Our business model is built on ongoing relationships, which means your success is our success.

Professional Services Expertise

We specialize in professional services because we understand the unique challenges: billable hours, client management, project delivery, and the chaos of agency life.

Who We Serve

We work with professional services firms in the critical growth phase.

Our Ideal Clients

  • 6-25 employees — Big enough to need real systems, small enough that flexibility matters
  • $750K-$5M revenue — Established but still growing, with budget for proper infrastructure
  • Professional services — Consulting, agencies, accounting, IT services, law, recruiting
  • Feeling the pain — Tool sprawl, manual processes, founder doing admin work
  • Ready to invest — Understanding that good operations require real investment

We're Probably Not a Fit If

  • You're looking for the cheapest possible option
  • You want to DIY everything yourself
  • You need enterprise-scale (100+ employees)
  • You're not a services business

Our Technology

FirmDesk CRM is our purpose-built platform for professional services workflows — CRM, project management, time tracking, and invoicing in one place. We round it out with best-in-class tools for communication, automation, and analytics.

We host and manage everything, but your data is always yours. We integrate with QuickBooks, Xero, Google Workspace, Gusto, Rippling, and dozens of other tools you already use. Our job is to make your operations work, not to force you into our ecosystem.

Let's Talk

Want to learn more about how we can help your firm? Schedule a discovery call—no pressure, just a conversation.

Book Your Discovery Call