Great lawyering builds a reputation. Great business management builds a firm. Our services are designed to do both — giving you the financial infrastructure, operational clarity, and strategic guidance to scale past the plateaus that hold most law practices back.
Who we serve
Growing Practices
You’ve built something real. Now it’s time to make sure the business behind it can support where you’re going.
Established Firms Ready to Scale
You’re generating strong revenue but know there’s more on the table. We find it and help you capture it.
Firms Targeting Eight Figures
Getting to $10M+ requires a different kind of financial infrastructure than got you to where you are. We help you build it.
Accounting & Bookkeeping
Clean Books. Full Compliance. Every Month.
The financial foundation of your firm starts here. We handle every aspect of your day-to-day accounting so that your books are always accurate, your trust accounts are always clean, and you’re never caught off-guard at tax time.
What's included
- Monthly bookkeeping and general ledger maintenance
- Trust account management and three-way reconciliation
- Accounts receivable and accounts payable management
- Payroll processing and reporting
- Monthly financial close and statement preparation
- Tax preparation coordination with your CPA or tax advisor
- Compliance monitoring for bar association requirements
Why it matters for law firms
Law firms face financial compliance standards that most businesses never deal with. IOLTA trust accounts must be managed with precision — a single error can trigger a bar complaint. Three-way reconciliation isn’t optional; it’s a professional obligation. We’ve built our accounting workflows specifically around these requirements, so you’re never at risk.
Reporting & Decision Support
Stop Flying Blind. Start Leading With Data.
Most law firm partners don’t get the financial information they need to make great decisions. They get a monthly report that arrives three weeks late, filled with numbers but short on insight. We change that.
What's included
- Monthly financial reporting with plain-language analysis
- Realization rate and collection rate tracking by attorney and matter
- Partner distribution reporting and equity tracking
- Accounts receivable aging and billing performance reports
- Year-over-year and budget-vs-actual comparisons
What you'll be able to do
Understand at a glance whether your firm is on track. Know which attorneys are performing, which practice areas are profitable, and where your cash is going. Make confident decisions about hiring, spending, and growth — based on real data, not gut feel.
Financial Planning & Forecasting
Know What’s Coming. Plan for What You Want.
Law firms have notoriously unpredictable cash flow — especially those with contingency fee matters, seasonal billing cycles, or rapid growth. We build the financial planning infrastructure that lets you stop reacting and start leading.
What's included
- Annual operating budget development
- 12-month cash flow forecasting, updated monthly
- Scenario modeling (hiring, new practice areas, office expansion)
- Contingency fee pipeline planning and cash flow estimation
- Capital expenditure planning
- Quarterly financial review and plan updates
BUILT FOR LEGAL BILLING REALITIES
We understand that law firm revenue isn’t linear. A contingency case settled today might represent months of unrealized cash. A slow billing month in summer doesn’t mean business is declining. Our forecasting models are built to reflect these realities — not paper over them.
Profitability Analysis & Cost Optimization
Know Your Numbers. Keep More of What You Earn.
Revenue is a vanity metric. Profit is what matters. We dig into the details of your firm’s economics to show you exactly where margin is created — and where it’s being eroded.
What's included
- Attorney-level profitability analysis
- Practice group and matter-type P&L reporting
- Overhead allocation modeling
- Client-level profitability assessment
- Pricing and billing rate analysis
- Cost reduction opportunity identification
- Vendor and subscription audit
The Result
Law firms that go through this process with us routinely identify six-figure savings or revenue opportunities they had no visibility into before. Not because they were being careless — but because they never had the tools to see it. Now you will.
Fractional CPF & Strategic Guidance
Eight-Figure Firm Thinking. Available to You Right Now.
The firms consistently breaking through to eight figures aren’t just better at law — they’re better at running a business. They have strategic financial leadership embedded in how they make decisions: about pricing, about headcount, about which practice areas to invest in and which to exit. That’s what a Chief Practice Financial Officer brings. And through our fractional model, it’s available to firms at every stage of growth.
What's included
- Monthly or quarterly strategic financial review meetings
- Partner compensation structure design and analysis
- Practice area expansion and investment analysis
- Firm valuation for internal and external purposes
- Competitive benchmarking against eight-figure firm standards
Why Fractional Works
A full-time CFO costs $200,000–$400,000 per year before benefits and bonuses. Our fractional model gives you the same caliber of strategic thinking, engaged at the level your firm actually needs right now, at a fraction of that cost. As your firm grows, our engagement grows with it.
Who This is for
Managing partners and firm leaders who know their firm is capable of more — and are ready to build the financial strategy to get there. Whether you’re at $1M trying to reach $5M, or at $5M with your eye on eight figures, this is where we do our most meaningful work.
Bill Pay & Cash Management
One Less Thing to Manage. A Lot More Peace of Mind.
Every minute your team spends processing invoices, chasing approvals, and managing vendor payments is a minute not spent on client work. We take this off your plate entirely — with controls in place so nothing slips through.
What's included
- Vendor invoice processing and payment execution
- Expense approval workflow management
- Operating account cash flow timing optimization
- Operating vs. trust account discipline and separation
- Recurring payment management and subscription tracking
- Month-end cash position reporting
The Bigger Benefit
Beyond the time savings, proper cash management directly impacts your firm’s financial health. We optimize the timing of outflows to ensure you always have adequate operating reserves, flag unusual expenses before they’re paid, and maintain a clear separation between client funds and firm funds at all times.
Find Out What’s Holding Your Firm Back.
Start with a free, no-pressure 30-minute discovery call.
We’ll ask the right questions, listen carefully, and give you an honest picture of where business management could change the trajectory of your firm.