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. So, we offer Fractional CFO Services in two paths: Firm Foundation and Quarterly Financial Navigator.
Firm Foundation is our monthly CFO package where you gain:
• Predictable cash flow and owner distributions
• Confidence making hiring/expansion decisions
• A clear financial roadmap, not just reports
• Accountability partner to stay on track
We kick off our relationship with our Bootcamp - getting to know your firm and your team, understanding your goals, reviewing past financial performance, analyzing key reports, and setting projections. From there, you'll receive ongoing executive-level support tailored to your firm.
On average, our fee for our Firm Foundation services range from $2,000/month to $6,000+/month plus a one-time onboarding fee (equal to your monthly fee).
Quarterly Financial Navigator is our quarterly CFO package where you gain:
• Clarity about what your numbers mean
• Guidance without the commitment of a monthly package
• Peace of mind knowing your firm is moving in the right direction
• A trusted advisor to help you adjust your plan each quarter
We'll meet four times per year, approximately once per quarter, to review your KPI Dashboard that we will prepare for you. We will help you make strategic adjustments as needed to reach your long term goals.
On average, our fee for Quarterly Financial Navigator services ranges from $250/month to $400/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.
