Our CFO services are designed for law firm owners who:

• Want clarity around cash flow and profitability

• Are making hiring, pricing, or growth decisions

• Feel financially successful but not financially confident

• Want strategic guidance rather than task execution

This is not a fit for firms looking for bookkeeping or day-to-day financial administration.

Pricing is based on your firm's size and complexity combined with how often you want to meet with your CFO (biweekly, monthly, or quarterly).

Bookkeeping, if you need it, is priced separately.

After a short discovery call, you'll get exact pricing in writing for your firm's needs. If the fit isn't right in the first 30 days, your first month's fee is refunded in full.

Yes. You may terminate during the initial period prior to the second subscription payment for a full refund. After that, services continue on a recurring basis and may be canceled with notice, as outlined in the engagement agreement.

No. Fractional CFO services are advisory in nature and rely on accurate information and execution by firm leadership. While many clients experience improved cash flow visibility, stronger decision-making, and reduced financial stress, specific outcomes cannot be guaranteed.

Pricing is offered on a recurring subscription basis. Fees reflect ongoing access to strategic financial leadership, not hours worked or individual deliverables.

A fractional CFO provides strategic financial leadership for law firms without the cost of a full-time executive. I help law firm owners understand their financials, manage cash flow, plan for growth, improve profitability, and make confident financial decisions based on accurate data.

No. Our primary service is fractional CFO services, which is considered to be "advisory" similar to how you work with your law firm's clients.

CFO services is not bookkeeping, accounting, or tax.

As your CFO, I do not handle data entry, reconciliations, tax preparation, or compliance work. I work from your existing financial information and focus on analysis, planning, and decision support.

While we have bookkeepers on staff and you can add-on accounting services to your CFO services, we only work with law firms using QuickBooks Online or MyCase Accounting for the firm's bookkeeping. We support trust accounting that is maintained on any platform (e.g., MyCase Accounting, Clio Accounting, TrustBooks, etc.).

Meeting cadence depends on the level of fractional CFO support you choose. Options range from quarterly strategic sessions to monthly or twice-monthly sessions. Each plan aligns support with the complexity and risk level of your firm’s financial decisions.

All plans include email access for financial decision questions. Higher-touch plans include broader access and deeper involvement. Boundaries are clearly defined so support remains valuable, intentional, and sustainable.

Yes! I regularly collaborate with bookkeepers and tax professionals who do not work for Profit Scale Thrive to ensure alignment. You remain responsible for those relationships, and my role is advisory, not supervisory or transactional.

Choose the plan that matches the level of financial complexity and decision-making risk your firm faces today. If your needs change, we can adjust your level of support.

Yes. Cleaning up years of neglected records, including trust accounts that haven't been reconciled properly, is common work for us, not a special case.

Every engagement includes a review of where things stand today, so you know exactly what's been missed before we build anything new on top of it.

You keep ownership of your accounts. We request read-only access to your bank accounts (checking, IOLTA, savings, money markets, credit cards and loans) so we have no ability to move money in or out of any accounts.

We'll need full access to your bookkeeping software, and you can log in and pull your own reports any time beyond the reports we provide to you.

Engagements start with a curiosity call, followed by a written proposal, then onboarding.

The first step is to schedule a Curiosity Call. We will discuss your firm’s financial challenges and determine whether fractional CFO advisory support is the right fit.