CFO Services & Trust Accounting for Law Firms
Profit Scale Thrive helps law firm owners plan cash flow, understand profit, and make decisions about growth and owner pay. We also provide trust accounting cleanup and monthly ongoing support.
Kelley Brubaker, CPA · CFO for law firms · Author
CPA and CFO for law firms.
Nearly a decade in Big 4 audit.
Former CFO of a publicly traded bank.
NEW BOOK BY KELLEY BRUBAKER, CPA
Complete Guide for All 50 States & DC
Understand three-way trust reconciliation, client ledgers, and the state rules to check for your firm.
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CFO guidance and trust accounting support, scoped to the work your firm needs.
Cash flow, profit, staffing, pricing, growth, and owner pay. Get a financial plan you can use.
Find and resolve differences in trust records. We agree on the work after reviewing your needs and records.
Ongoing trust accounting and three-way reconciliation support to keep records current.
Financial direction for your law firm
Your CFO plan brings financial reporting, a cash flow forecast, and a KPI dashboard into regular conversations about your law firm. Choose quarterly, monthly, or twice-monthly meetings.
Trust accounting cleanup and monthly support are separately scoped unless your written proposal says otherwise. A Mock Trust Account Audit Engagement does not automatically include either.
See real examples of CFO work with law firm owners on our Client Results page.
A focused starting point
The THRIVE CFO Program includes six one-hour CFO meetings, scheduled at your pace within six months. Build a simple dashboard you can keep using after the program.
Meet your CFO
Kelley Brubaker, CPA, works exclusively with U.S. law firm owners. She also speaks to legal audiences about cash flow, profit, and trust accounting.
Tell us whether you need CFO services, trust accounting help, or both.
Receive a written scope and proposal based on your needs and records.
Once you accept, we arrange access, confirm responsibilities, and begin onboarding.
Stay connected with our weekly "Your Profitable Law Firm" newsletter that contains tips and actionable advice you can use.
You may want a clearer cash flow plan, help with trust records, or both. A Curiosity Call is the first step.
The 30-day money-back guarantee applies to the applicable CFO plan under its engagement terms. It does not automatically apply to trust accounting cleanup or other separately scoped work.