Solution:
We implemented a 13-week cash flow forecasting system and built a partner distribution model. This allowed the firm to see upcoming inflows and outflows clearly. We also created a monthly review process that tied revenue projections to actual collections, ensuring the forecast stayed accurate.

Result:
The partners gained confidence in their financial decisions. They now schedule distributions in advance, reduce stress around “surprise” expenses, and have the clarity to plan growth initiatives without worrying about cash shortfalls.

Solution:
We conducted a full trust account catch-up, reconciling every transaction and documenting a clear audit trail. We then implemented a monthly 3-way reconciliation process within their accounting system, giving them a repeatable structure to stay compliant moving forward.

Result:
The firm eliminated its risk of bar discipline and restored client trust. Today, reconciliations are completed monthly, and the managing partner has peace of mind knowing their trust account is always accurate and audit-ready.

Solution:
We built a KPI dashboard focused on utilization, realization, and collection rates. We also analyzed payroll costs compared to revenue per employee and flagged areas where write-offs were eating into profits. This gave the partners visibility into exactly where money was being lost.

Result:
The firm increased collections by 15% within six months, tightened up billing practices, and reduced unnecessary overhead. As a result, profitability per partner improved, and the firm gained a clear roadmap for sustainable growth.