For Professional Services

Focus on your clients. We'll handle everything behind the scenes.

For accounting firms, legal practices and consultancies — managed back-office support so your senior people stay on client work.

Roles we typically place

Specialists, not generalists.

  • Executive Assistant
  • Operations Administrator
  • Research & Reporting Support
  • Client Communications Manager
  • Bookkeeper
The reality

What's holding professional services back.

Senior people stuck on admin

Partners and senior associates spending billable hours on diary, files, and emails.

Client files behind schedule

Onboarding packs, KYC, engagement letters running late.

Client communications inconsistent

Updates falling through the cracks between matter milestones.

WIP and billing leakage

Time not recorded, invoices not issued, WIP creeping above target.

How Veero helps

What your Veero team delivers.

Executive assistant support

Diary, inbox, travel, briefing prep — done so partners stay on client work.

Operations and matter admin

Client onboarding, KYC, matter setup, engagement letters, document control.

Client communications managed

Status updates, meeting prep notes, scheduled follow-ups — never missed.

Bookkeeping and billing support

WIP capture, invoice prep, debtor follow-up — kept current.

Platform knowledge

Productive in the tools you already use.

Every role is filled by a vetted professional with industry-specific training — never a generalist on a specialist seat. They're fluent in your stack without a long ramp-up.

Xero MYOB Practice management systems Microsoft 365 NetDocuments Clio
Questions

Professional Services FAQ.

Can your team work inside our practice management system?

Yes — common platforms (Xero Practice Manager, Affinity, FilePro, Clio, Actionstep) are all supported. Niche systems are no problem with training during onboarding.

What about client confidentiality and privilege?

Binding NDAs, audited access, MFA logins, and adherence to your professional conduct rules. We work to legal and accounting privilege standards.

Can we test with one role before scaling?

Absolutely. Most engagements start with a single role and scale once the model has proven itself in your environment.

Do you support after-hours coverage?

Yes — for client communications, urgent matter admin, or international time zones. We design hours to fit your practice.

Free consultation

Ready to free up your practice?

Book a free 20-minute consultation. We'll scope your role and give you a fixed monthly figure — no obligation, no hard sell.