Financial Leadership at the Level Your Firm Is Operating

As a law firm owner, you are already making CFO-level decisions.
The problem is you are often doing it without CFO-level clarity.

Fractional CFO advisory provides strategic financial leadership without adding bookkeeping, compliance work, or operational noise. This engagement is designed to help you make confident, informed decisions around cash flow, profitability, compensation, growth, and risk.

This is advisory support for owners who want clarity, not more reports.

What This Engagement Is — and What It Is Not

This service is intentionally narrow and strategic.

This engagement includes:

  • Ownership-level financial guidance

  • Strategic interpretation of your firm’s financial position

  • Decision support when outcomes carry real risk

  • Forward-looking insight to support growth and stability

This engagement does not include:

  • Bookkeeping or transaction processing

  • Tax preparation or compliance work

  • Hourly or task-based consulting

  • Day-to-day financial operations

The value is not in activity.
The value is in perspective.

Simple Structure. Clear Expectations.

Each engagement is offered as a recurring subscription. This ensures consistent access to CFO-level thinking while maintaining clear boundaries around scope and availability.

You select the level of involvement that matches your firm’s current complexity and decision risk.

All plans include strategic financial leadership tailored to law firms.
The difference is how often and how deeply your firm needs CFO involvement.

Fractional CFO

Best for:
Firms where decisions carry material financial or operational risk.

What this supports:

  • Continuous financial leadership

  • Faster decision-making with higher confidence

  • Strategic guidance during periods of growth, transition, or complexity

Access level:

  • Twice-monthly CFO conversations

  • Priority access for time-sensitive decisions

  • Coordination with your existing financial professionals, as needed

Fees:
A 1-month subscription starts at $9,500+. This subscription auto-renews every 1 month until the subscription is terminated.

Firm Foundation

Best for:
Growing firms navigating recurring financial decisions and planning.

What this supports:

  • Ongoing clarity around cash flow and profitability

  • Monthly decision support as the firm evolves

  • Reduced hesitation around hiring, pricing, and investments

Access level:

  • Monthly CFO conversations

  • Email access for financial decision questions between sessions

Fees:
A 1-month subscription starts at $3,900+. This subscription auto-renews every 1 month until the subscription is terminated.

Quarterly Financial Navigator

Best for:
Established firms seeking periodic financial oversight and guidance without ongoing touchpoints.

What this supports:

  • Big-picture financial clarity

  • Strategic check-ins around profitability and cash flow

  • Confidence in infrequent but meaningful decisions

Access level:

  • CFO involvement on a quarterly basis

  • Email support for financial decision questions between sessions

Fees:
A 3-month subscription starts at $795+ for the 3-month period (this equals $265+/month). This subscription auto-renews every 3 months until the subscription is terminated.

How to Decide Which Option Fits

You do not need the highest level of support to “get value.”

You need the right level of support for where your firm is today.

  • If decisions are infrequent but significant → Quarterly

  • If decisions are recurring and interconnected → Monthly

  • If decisions are constant and high-stakes → High-Touch

If you are unsure, a brief conversation will clarify this quickly.

Regardless of Tier, Every Engagement Is Built On:

  • Law-firm-specific financial insight

  • Strategic guidance, not task execution

  • Respect for your role as the decision maker

  • Clear boundaries to protect focus and value

This is a long-term advisory relationship, not a short-term fix.

This Is a Fit If You:

  • Own or lead a law firm

  • Make high-impact financial decisions

  • Want clarity before committing to growth

  • Prefer strategic guidance over tactical execution

Not a Fit If You:

  • Want bookkeeping or compliance services

  • Prefer hourly billing or ad hoc tasks

  • Expect someone else to “run” your finances

Let’s Determine the Right Level of CFO Support

If you are ready to stop guessing and start making decisions with confidence, the next step is a conversation.