Managed IT for
Professional Services Firms
Schema Networks has supported consulting, accounting, and marketing firms for 25 years. We understand that your reputation depends on reliability, responsiveness, and protecting client information.
Southern California-based with clients across the country. We work with HubSpot, QuickBooks, DocuSign, and Microsoft 365 as part of our day-to-day work supporting service-based firms of all sizes.
What We Deal With in Professional Services Environments
Client Data Sensitivity
Financial records, strategic plans, and confidential business information pass through your systems daily. A breach damages client trust directly.
Uptime Is Reputation
When clients can't reach you or your systems are down during a deadline, it reflects on your firm's reliability — and your reputation.
Disconnected Systems
CRM, accounting, and document management often run as separate silos, creating manual re-entry work and inconsistent records.
Hybrid Work Realities
Staff split time between the office, client sites, and home. Access needs to be secure and consistent regardless of location.
See how this would work for your organization.
Reliable, Secure Infrastructure
Infrastructure That Backs Up Your Firm's Reputation
Professional services firms compete on reliability, responsiveness, and trust. The systems behind that reputation need to work consistently — email that's always up, files that are always accessible, and data that's always protected.
That includes identity infrastructure that ties your tools together securely, document management that keeps client work organized, and uptime monitoring so problems get caught before clients notice them.
Single sign-on across CRM, accounting, and document systems
Document management organized by client and matter, not ad-hoc folders
Backup internet connectivity so an outage doesn't stop client work
24/7 monitoring with alerts before issues affect your team or clients
Conditional Access policies for staff working from client sites or home
Regular backup testing — so recovery actually works when it's needed
A common situation we help with
“Our CRM, accounting, and email don't talk to each other.”
This is extremely common and costs real time through manual data re-entry and inconsistent records. We assess your actual workflow and connect the systems that should be talking, rather than recommending a costly platform overhaul you don't need.
CRM for Professional Services Firms
We implement and support HubSpot and similar platforms — and have handled migrations from spreadsheets and outdated CRM systems. We know what the service-firm-specific gotchas look like.
Why Firms Use a Real CRM
Pipeline Visibility
Partners and leadership can see the state of business development without chasing down individual account managers for updates.
Consistent Client History
Every interaction, proposal, and engagement detail lives in one place, not scattered across inboxes and personal notes.
Automated Follow-Up
Workflow automation reduces the chance that a warm lead or pending proposal falls through the cracks.
Onboarding Consistency
New client onboarding follows the same process every time, rather than depending on which staff member handles it.
What We Do as Your CRM Partner
Implementation and configuration of HubSpot, or similar CRM platforms for client and pipeline management
Integration between CRM, email, accounting, and document management systems
Migration from spreadsheets or legacy CRM platforms with client history preserved
Workflow automation setup for proposal generation, follow-ups, and client onboarding
Reporting setup that supports partner and leadership visibility into pipeline and revenue
Ongoing administration and user provisioning as your team grows
How We Approach a CRM Rollout
Rollouts have risks — mostly around data loss and staff adoption. Our process is designed to surface problems before go-live, not after.
Discovery
We inventory your existing systems — CRM, accounting, document storage — and how your team actually uses them day to day.
Workflow Mapping
We map your client lifecycle from lead to engagement to delivery, identifying where systems should connect but currently don't.
Pilot
One team or department adopts changes first so we can validate the workflow before firm-wide rollout.
Migration
Client and financial data transfers with history preserved. We verify record counts before declaring the migration complete.
Integration
CRM, accounting, and document systems get connected so data flows between them instead of requiring manual re-entry.
Ongoing Support
Support continues after go-live, including help desk access for the inevitable questions that come up once the team is using the new setup daily.
Accounting & Operations
Connecting the Systems Behind Your Billing
Accounting, e-signature, and document management are where client engagements turn into revenue. We make sure these systems are properly configured, integrated, and protected.
That includes accounting platform setup, e-signature workflows for contracts and engagement letters, and the document management that keeps client work organized and secure.
QuickBooks setup and integration with time tracking and invoicing workflows
DocuSign integration for engagement letters, contracts, and proposals
Microsoft 365 administration — email, Teams, and document collaboration
Client portal configuration for secure document exchange
Time tracking and billing system integration for accurate utilization reporting
Backup and disaster recovery planning so client work product is never at risk
E-Signature Workflows
DocuSign integrated with your CRM and document management means engagement letters and contracts move from draft to signed without manual handoffs between systems.
Accurate Billing
Time tracking integrated with invoicing means hours worked translate accurately into billed revenue, without manual reconciliation eating into your margin.
A Note on Client Confidentiality
Financial, legal, and strategic client information passes through your systems daily. We configure access controls and data protection appropriate to that responsibility, not generic small-business defaults.
Professional Services Software We Support
Platforms we actively manage and troubleshoot for consulting, accounting, and marketing clients.
Adobe Creative Cloud
Photoshop, Illustrator, InDesign, and creative workflows
QuickBooks
Accounting, invoicing, and financial reporting
DocuSign
E-signature for contracts and engagement letters
Microsoft 365
Email, Teams, and document collaboration
Egnyte
Cloud file server with AI search and content collaboration
Remote & Hybrid Work
Secure Access Wherever Your Team Works
Consultants, account managers, and staff split time between the office, client sites, and home. Access needs to stay secure and consistent regardless of where someone is working.
We configure remote access, client portals, and mobile device management so your team stays productive and your client data stays protected, no matter where work happens.
Client Portal & Document Exchange
Secure portals for exchanging sensitive client documents — financial records, contracts, deliverables — without relying on email attachments.
Hybrid & Remote Work
Secure remote access for consultants, account managers, and staff working from client sites, home offices, or while traveling.
Mobile Device Management
Staff phones and tablets used for client communication and document access are secured and remotely wipeable if lost or stolen.
Utilization & Billing Accuracy
Time tracking integrated cleanly with billing so revenue isn't lost to manual entry errors or untracked hours.
A Typical Professional Services Stack We Support
This varies by firm — we configure and support whatever combination you're using.
CRM
HubSpot or similar pipeline management
Accounting
QuickBooks with billing integration
Time Tracking
Harvest or similar utilization tracking
E-Signature
DocuSign integrated with CRM
Identity
Entra ID — single sign-on across apps
Security
Conditional Access and device compliance policies
Who We Are
25 Years Supporting Professional Services Firms
We're Southern California-based and have been supporting consulting, accounting, and marketing firms since 2001 — but our clients aren't limited to one region. We work with service-based firms across the country, providing the same level of service regardless of where you're located.
Southern California-based with clients worldwide
On-site support available where needed, remote support everywhere else
25 years supporting professional services firms of varying sizes
Experience connecting CRM, accounting, and document systems that don't talk to each other
Types of Firms We Support
Management Consulting
HubSpot · Microsoft 365
Accounting Firms
QuickBooks · DocuSign
Marketing Agencies
HubSpot · Harvest
Financial Advisory
DocuSign · Microsoft 365
HR & Staffing
HubSpot · Microsoft 365
Insurance Brokerages
DocuSign · QuickBooks
Talk to Us About Your Firm's IT
We offer a free assessment where we look at your current infrastructure, client data security, and connected systems — and give you an honest picture of what's working, what isn't, and what we'd recommend.
Southern California-based · Clients worldwide · No commitment required