As a fractional CFO specializing in law firms, we understand the unique financial challenges you face.
Our comprehensive financial check-up service is designed to ensure your firm’s books are in perfect condition, or if they are not, identify areas that need improvement.
Gain confidence through an independent set of eyes that your books are in great condition! And, on the chance that we find anything, you will know how to fix it and be aware to take steps to prevent the same issue from occurring in the future.
With a detailed written report and video overview, you’ll have a clear understanding of your financial health and actionable steps to enhance it.
Thorough Financial Review: We meticulously examine your firm’s financial records to ensure accuracy and compliance.
Detailed Written Report: Receive a comprehensive report outlining the state of your books, highlighting strengths, and pinpointing areas that need attention.
Video Overview: A personalized video summary explaining the findings and recommendations in an easy-to-understand format.
Actionable Insights: Practical advice and strategies to improve your financial health and efficiency.
Peace of Mind: Know that your financial records are accurate and compliant.
Improved Financial Health: Identify and address financial issues before they become major problems.
Enhanced Decision-Making: Make informed decisions based on accurate financial data.
Data Gathering: We will need temporary access to your bookkeeping system (eg, Quickbooks, Xero, MyCase, etc.). Additionally, there will be statements needed such as your last filed business tax return, payroll reports, bank statements, to name a few.
Comprehensive Review: Our team conducts a thorough analysis of your financial records.
Report & Video Delivery: Receive a detailed written report and a video overview of our findings.
As a Fractional CFO firm, we do not provide clean-up or ongoing bookkeeping services. Our goal is to help law firms such as yours build a solid foundation from which the firm of your dreams can be built. We offer this service as an independent verification that you are ready to work with us on the next steps to create your dream firm.
Although we do not provide bookkeeping services, we have a short list of highly competent bookkeepers who have a long history working with law firms that we would be happy to connect you with if desired.
We are continually improving our report (so your report may have a different format while containing the same information). You can find an example report HERE.
Ready to Ensure Your Law Firm’s Financial Health? Sign up for your check-up today.