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Practical Financial Clarity for Law Firm Owners

You don’t need more information.
You need the right information, explained clearly, by someone who understands how law firms actually operate.

Below are free resources designed to help you think more clearly about your firm’s finances, spot hidden risks, and make better decisions — even before working with a CFO.

You do not need to consume everything here.

Pick one starting point:

  • Watch a video

  • Download one tool

  • Listen to one episode

Clarity compounds quickly when you focus.

New to Financial Strategy for Law Firms?

If you’re not sure where to begin, start with these. They provide the fastest clarity with the least effort.

Your Profitable Law Firm Podcast

Real conversations focused on helping law firm owners think differently about money, growth, and leadership.

Click To WatchClick To Listen

Educational Videos

Quick, practical insights on cash flow, profitability, trust accounting, and common financial blind spots law firm owners face.


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8am MyCase Accounting Resources

Unsure how to use 8am MyCase Accounting? Check out our video resources that show you how to use 8am MyCase Accounting.

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Downloadable Resources You Can Use Right Away

These tools are designed to help you assess where things may be breaking down financially — without needing a CFO engagement yet.

Financial Self-Assessment Tools

  • Identify profit leaks

  • Spot cash flow pressure points

  • Understand whether growth is helping or hurting your firm

Decision-Making Guides

  • Frameworks for evaluating hiring, pricing, and compensation decisions

  • Tools to help you ask better financial questions

Free Resources

  • Free

IRS Form 1099 Rules for Law Firms

A practical, law firm–specific guide to 1099 reporting for tax year 2025 (filed in 2026). Includes a clear decision-tree flowchart covering 1099-NEC vs 1099-MISC, trust accounting, settlements, co-counsel, refunds, and common over-reporting risks. Designed for U.S. law firms.
Click To Access

  • Free

Choosing a Bookkeeping System for Your Law Firm

A practical decision guide for law firm owners choosing between bookkeeping systems. This resource helps you assess staffing plans, trust accounting requirements, reporting needs, and operational complexity so you can select a compliant, scalable setup that fits where your firm is today and where it is headed.
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  • Free

ProfitStrong 90: The 90-Day Challenge for Law Firm Owners

Turn Money Stress into Money Strength Running a law firm shouldn’t mean guessing about cash flow or working harder just to take home less. ProfitStrong 90 is your guided 90-day challenge to create predictable profit, stronger systems, and lasting financial clarity. You’ll get one short, powerful email every day with a focused daily action to strengthen your firm’s finances — all in 10 to 30 minutes a day.
Click To Access

  • Free

Plugging the Leaks: 10 Ways Lawyers Waste Money and Simple Fixes

Stop letting cash drip from your law firm. This quick-read book from Fractional CFO Kelley Brubaker exposes the 10 biggest profit leaks hiding in small law firms—and hands you checklists, templates, and 30-minute fixes to plug them fast. From unproven ads to trust account missteps, learn to capture more cash, pay yourself sooner, and grow your bank account with confidence.
Click To Access

  • Free

Example Chart Of Accounts For A Better P&L

A Chart of Accounts is like a filing cabinet for your financial data—it organizes every dollar your firm earns or spends into labeled “drawers” like income, expenses, trust activity, and owner distributions. When it’s organized the right way, it makes your financial reports actually useful—so you can see exactly where your money is going, how profitable your firm is, and whether you're on track with your goals.
Click To Access

  • Free

Law Firm KPIs

20+ KPIs to help you monitor your firm’s financial health, client satisfaction, and workforce performance to drive strategic growth and operational excellence.
Click To Access

  • Free

One Page Business Plan

Introducing the essential tool for forward-thinking law practices: our concise, powerful One-Page Business Plan Template.
Click To Access

  • Free

Billing Profitably Calculator

Let's face it, financial clarity is your path to financial freedom. But, you don't know what you don't know. Law school taught you how to think and act like a lawyer: critical thinking, doctrinal law, legal writing, oral advocacy, presentation skills, and risk management. How to financially and operationally manage your firm is left up to you to discover should you venture onto the path of opening your own firm.
Click To Access

  • Free

8 Amazing ChatGPT Marketing Prompts

8 Amazing ChatGPT Marketing Prompts Let's explore how you can use ChatGPT in your firm! Specifically for marketing.
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  • Free

Stop Struggling and Start Thriving - A Guide To Transform Your Law Firm

Have you ever felt stuck between the hectic realities of running a law firm and the elusive goal of maximizing profitability? Do you feel like you're swimming against a current of paperwork, client meetings, and court hearings, only to find that your bank balance doesn't reflect all the hard work you're putting in? You're not alone - and this eBook could be the key to unlocking a more prosperous future. 
Click To Access

  • Free

Unlock the Secrets to Scaling Your Legal Practice to $1,000,000 and Beyond!

Are you an overwhelmed legal entrepreneur striving to take your firm to the next level of success? Do you dream of reaching $1,000,000 in annual revenue and beyond but find yourself stuck in a cycle of inefficiencies and stagnation? It's time to break free from the constraints holding your firm back and unlock the path to unparalleled growth and profitability.
Click To Access

  • Free

Free Up Your Work Day Calculator

Are you drowning in demands from clients, family, and friends? Being your own boss should feel empowering, not overwhelming. Introducing the "Free Up Your Work Day Calculator" - Your roadmap to a more profitable and balanced law practice.
Click To Access

Learn Without Commitment

Some law firm owners want structured learning before engaging a CFO. That’s okay.

Your Profitable Law Firm Community
A supportive space for law firm owners who want to:

  • Learn one new financial skill at a time

  • Ask questions in a low-pressure environment

  • Build confidence around financial decisions

This is education and perspective — not CFO advisory.

Learn About the Community

When You’re Ready for More Than Resources

Free Content Has Limits — and That’s Intentional

Resources can help you see problems.
They cannot help you solve firm-specific decisions.

If you’re facing:

  • Cash flow uncertainty

  • High-stakes growth decisions

  • Partner or compensation questions

  • Ongoing financial stress despite profitability

That’s when CFO-level advisory becomes valuable.

Available For Purchase

  • $29

Elevate Your Law Firm 2025 Goal Journal

Available December 15, 2024, the Elevate Your Law Firm Goal Planner 2025 is your ultimate tool to plan, prioritize, and thrive in the year ahead. This downloadable, non-fillable PDF helps you set actionable goals, stay organized, and achieve your vision.
Click To Access

  • $47

Maximizing Profits by Minimizing Expenses

As a business owner, you know managing expenses is a crucial part of running a successful business. But do you know how to identify areas where you can cut costs without sacrificing quality? If not, then you're leaving money on the table. Introducing "Maximizing Profits by Minimizing Expenses", a self-paced course that teaches business owners like you how to reduce expenses and boost profits.
Click To Access

  • $47

Mission: Profitable

Tackle your cash management. Determine your best plan that will tell you what to do with every dollar of revenue that arrives in your firm. Use this plan to destroy debt and drive profitability in your firm to double, then triple, then quadruple your profits. This is a pre-recorded, online course completed at your own pace.
Click To Access

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