Spend your hours on clients, not admin
Whether you run a firm or a field crew, we automate the admin we can, then a dedicated specialist, part time or full time, takes the rest off your plate.
Let's TalkBuilt for how your business works
Choose your type of business to see the roles our specialists take on.
For CPA and bookkeeping firms, law firms, marketing agencies and consultancies where partners end up doing admin instead of billable work.
Accounting and bookkeeping firms
Keep client books moving through your busiest weeks.
- Bookkeeping
- Client onboarding
- Reporting
Law firms
Take onboarding and scheduling off your attorneys' plates.
- Client onboarding
- Scheduling
- Admin support
Marketing agencies
Keep campaigns and client reporting on schedule.
- Marketing support
- Client reporting
- Scheduling
Consultancies
Free your consultants for the work clients hired them for.
- Client onboarding
- Reporting
- Scheduling
For HVAC, cleaning, contracting and other field businesses where the office work piles up while your team is out on jobs. We recruit specialists for these roles to fit your business and confirm the timing on your intro call.
Dispatch and scheduling
Keep your crews booked and on the right jobs.
- Job scheduling
- Dispatch support
- Calendar management
Customer service
Answer customers while your team is in the field.
- Calls and messages
- Booking requests
- Follow ups
Office admin
Keep invoices and paperwork moving between jobs.
- Invoicing
- Customer records
- Admin support
The offer
Busy Season Pod
Get through busy season without the stretch. Then, in the off season, the same team helps you grow the business.
- First, we automate the admin we can, such as document requests, reminders and data entry, and set it up in your tools
- Then a part time or full time specialist takes on the rest
- Professional firms: accounting assistants, a bookkeeper and an administrative assistant
- Field and home services: a dispatcher and scheduler plus customer service reps, so every call is answered and every job is booked
- Works inside your own tools, such as QuickBooks, HubSpot and ClickUp
- Clear data handling rules from day one
- Dedicated to your business, never shared with another client
- Month one free if your first placement doesn't deliver.
- As your team grows: 10 hours a month of complimentary process advisory for teams of 10 or more
Bonuses
- Document collection workflow. Request templates and a reminder sequence your specialist runs for missing client documents
- New service line playbook. How to package the extra bookkeeping capacity as a service you can sell
- Season wrap review. After peak season, a 30 minute call and a one page summary of what to keep, add or automate before next year
Our premium service
A managed team with guarantees, not a seat you have to manage.
Dedicated, never shared
One person, one client, on your hours. Your specialist is never shared with another client.
First month guarantee
If your first placement doesn't deliver in month one, you don't pay for that month.
Replacement whenever you need it
If your specialist isn't working out, at any point, we'll have a replacement ready.
Monthly process advisory
From 10 seats, our operations team spends 10 hours a month with you. We surface your SOPs and write them with your team, then show which processes to improve and which AI could take on. We help you choose your team leads, set up a leadership structure and train them to improve how the work gets done. We also set up advanced scheduling and team level reporting in your own systems.
No strings attached
You sign a simple agreement, but there's no lock in. Cancel anytime, with no early termination fees.
We manage, you direct
Whether you have one person or a hundred, you keep control of the work and we take on the people side.
You direct
- Priorities and the daily work
- Your queue, SLA and quality bar
- Training specific to your company
- Final approval on financial, tax and legal decisions
We handle
- Attendance, working hours that match yours, and PTO
- Check ins, performance and replacements
- Conduct, HR issues and our compliance training
- Onboarding, offboarding and payroll
How to work with us
Intro call
A quick call to learn your goals and the work you want off your plate, and to agree terms that fit the way you work.
A shortlist of specialists
We write the job description around your needs and shortlist experienced people for the role. We would rather take an extra week than send the wrong person.
Start and ramp up
Your specialist starts on your hours, inside your tools, trained in everyday AI, about a week after your intro call. A KPI review at day 30 to 60, based on your own queue or SLA, checks the work is on track.
Managed as you grow
You direct the work and we manage the people side. From 10 seats, monthly process advisory begins.
Automation first, then people
We start with the admin a machine can do, such as reminders, document requests and data entry. A dedicated specialist handles what is left, so every hour you get back goes to clients.
Confidentiality you can explain to clients
Every specialist goes through our vetting process and completes Privacy and Data Protection training before getting access to any client system.
Case studies
See All Case StudiesClient story
How a home services company could answer every call and keep its technicians booked
A heating and plumbing company with 30 technicians adds five specialists for dispatch, calls, scheduling and bookkeeping, and saves about $180,000 a year.
October 15, 2026
Client story
How a boutique marketing agency could take on more clients without adding US salaries
A 12 person agency adds five specialists for content, social media, campaign operations and lead generation, and saves about $224,200 a year.
October 15, 2026
Client story
How a 20 person accounting firm could take busy season pressure off its partners
A regional CPA firm adds four specialists for preparation, bookkeeping and admin, and saves about $154,000 a year.
October 13, 2026
Common questions
Can you cover our busy season?
Yes. Start before your peak, and your team knows your process by the time the rush arrives. In the quieter months, the same people take on work that grows the business, such as bookkeeping for new clients and follow ups.
What if my first match isn't right?
A KPI review at day 30 to 60, based on your own queue or SLA, catches problems early. If your specialist isn't working out, at any point, we'll have a replacement ready. Each replacement carries our standard onboarding fee.
Do you work with field and home service businesses?
Yes. Our specialists handle scheduling, dispatch support, customer service and office admin for field and home service businesses. We recruit for these roles to fit your business, so we confirm the timing with you on your intro call.
Which tools do your specialists work in?
Your own, such as QuickBooks, HubSpot and ClickUp.
How do you protect client confidentiality?
Every specialist completes our Privacy and Data Protection training and passes a quiz before getting access to any client system.
Are your specialists contractors or employees?
Our specialists are independent contractors, not employees. They work with you under a Consulting Agreement.
One short email a month
A practical article, a cost or hiring tip, and a team spotlight.
Ready to get your hours back?
Book a quick call. We'll align on your goals and have your team started in about a week.
