CFO for Law Firms is priced based on two things: your firm's annual revenue and how often you want to meet.
Quarterly CFO starts at $795 per quarter
Monthly CFO starts at $1,900 per month
Twice-Monthly CFO starts at $4,750 per month
Starting prices are for firms with under $1M in annual revenue. Use the two steps below to find your price.
Your pricing level is based on your firm's annual revenue (gross or "top line"):
Bronze: Under $1M
Silver: $1M to $4M
Gold: $4M+
All three levels include monthly financial reporting, a cash flow forecast, and a KPI dashboard. The difference is how often you meet, how current your numbers stay, and which extras are included.
Best for firms that want a hands-on partner.
Meets twice a month, with no extra charge for additional calls when you need them
Your KPI dashboard updates weekly and tracks both financial and operational numbers
Your cash forecast updates monthly
A profit leakage review happens every quarter
Includes the Mock Trust Account Audit
Includes an Annual Board of Advisors Meeting to make sure your trusted advisors are aligned with your goals (in addition to your regular meetings)
This is the only tier that includes:
An ongoing liaison to your tax professional
An annual budget with a monthly budget-to-actual report
Goal setting and accountability for both the firm and you personally
Bronze: $4,750/mo | Silver: $6,000/mo | Gold: $9,500+/mo
Best for firms that want steady oversight without a twice-monthly commitment.
Meets once a month
Your KPI dashboard updates monthly with financial numbers
Your cash forecast updates monthly
A profit leakage review happens twice a year
Includes the Mock Trust Account Audit
Includes an Annual Board of Advisors Meeting to make sure your trusted advisors are aligned with your goals (in addition to your regular meetings)
Extra calls beyond your monthly session are $250/hour, billed in 15-minute increments.
Bronze: $1,900/mo | Silver: $2,400/mo | Gold: $3,800+/mo
Best for firms that want a lighter-touch check-in.
Meets once a quarter
Your KPI dashboard and cash forecast update quarterly
A profit leakage review happens once a year
Extra calls are $250/hour, billed in 15-minute increments
Bronze: $795/qtr | Silver: $1,200/qtr | Gold: $2,400+/qtr
CFO for Law Firms works from your firm's existing books. Your firm's books need to be kept in QuickBooks Online or 8am MyCase Accounting.
Your trust accounting can be kept on any platform, such as 8am MyCase Accounting, Clio Accounting, or TrustBooks.
We're happy to answer questions and point you in the right direction on these, but they're outside the scope of CFO for Law Firms:
Day-to-day transaction entry
Reconciliations of your firm's operating accounts
Billing your clients
Managing or collecting A/R
Paying vendor and contractor invoices
Managing accounts payable
Processing payroll
Preparing or filing income tax returns, sales tax returns, or 1099s
We work alongside your bookkeeper and tax professional so everyone is working from the same numbers.
Every new client gets a 30-day money-back guarantee. If our service isn't delivering real value within the first 30 days, tell us and we'll refund your first month's fee in full and cancel the contract, no questions asked.
