Clarity. Strategy. Guidance.
Imagine having total clarity around your finances, confident decision making, and a clear path towards your personal and business goals. This isn't just a promise - it's the reality we deliver for law firm owners just like you.
When you partner with us, here's what you can expect:
Improved Cash Flow - more cash, less worry, greater flexibility
Reduced Debt and Higher Margins - Better financial management means increased profitability
Confidence in the Future - Better financial management means increased profitability
Stronger Growth - Grow your revenue and your bottom line simultaneously
Supported Decision Making - Make big financial decisions with complete confidence
Too good to be true?
Let us show you how it's done.
We have found many growing law firms are in need of Fractional CFO Services but monthly sessions is too frequent for some and not enough for others. So, we offer Fractional CFO Services in three tiers: Fractional CFO, Firm Foundation and Quarterly Financial Navigator. Each are described below.
Fractional CFO is for growing firms who need more help than monthly meetings can provide including:
Everything in Firm Foundation
CFO meetings twice per month
Executive-level financial oversight
Detailed financial modeling (12–24 months)
Liaison to your tax professional
High-touch strategy sessions & implementation guidance
Fees range from $5,500-$10,000+/month.
Firm Foundation is our monthly CFO package where you gain:
Everything in Quarterly Financial Navigator
CFO meetings once per month
Full monthly forecasting & KPIs
Budget vs. actuals with variance analysis
Deeper financial modeling and planning
Fees range from $3,500-$6,000+/month.
Quarterly Financial Navigator is our "mini" CFO package for smaller but growing firms who will gain:
CFO meetings 4 times per year (approximately once per quarter)
Clarity about what your numbers mean - answers to questions your bookkeeper and tax preparer are not able to answer
Quarterly KPI dashboard
Fees range from $275-$840+/month.
Firms ready to grow beyond reactive financial management.
Owners who want accountability and a trusted advisor.
Firms between $750K and $10M+ in revenue needing CFO expertise without the need for a full-time hire.
Visibility into your numbers and what they mean.
The ability to make confident, data-driven decisions.
Strategic guidance to keep your firm profitable as it scales.
