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. These are fractional CFO advisory services, not bookkeeping, accounting, or tax.

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, we are currently at our maximum capacity for bookkeeping work and not currently accepting new bookkeeping work.

My 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.

Meeting cadence depends on the level of fractional CFO support you choose. Options range from quarterly advisory conversations to monthly or twice-monthly CFO 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.

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.

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.

Yes. I regularly collaborate with bookkeepers and tax professionals 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.

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.