Resources for law firm owners

Tax season should not feel like a fire drill.

Start reviewing your numbers with clarity and confidence today.

This downloadable spreadsheet is designed to help law firms perform a documented three-way trust account reconciliation. It guides you through reconciling your bank statement, trust ledger, and total client balances to ensure compliance with state bar requirements and ethical obligations. Includes structured tabs, built-in formulas, and a reconciliation worksheet to support monthly documentation and audit readiness.

A practical, law firm–specific guide to 1099 reporting for tax year 2026 (filed in 2027). 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.

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.

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.

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.

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.

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

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

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.

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

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. 

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.

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.