You spent years mastering the law, not finance. Let us handle trust accounting, partner compensation, and case profitability while you focus on your clients. Expert CFO services built for law firms.
Managing a law firm means navigating complex financial regulations while serving clients. Sound familiar?
Client trust funds, IOLTA compliance, three-way reconciliations. One mistake could trigger a state bar audit or disciplinary action.
Tracking billable hours across attorneys and paralegals. But are you actually collecting what you bill? Realization rates matter more than billing rates.
Origination credit vs. billable hours. Eat-what-you-kill vs. lockstep. Without clear data, partner compensation discussions become political battles.
That big contingency case looks lucrative—until you factor in expert fees, discovery costs, and three years of associate time. Is it actually profitable?
Contingency fees create feast-or-famine cash flow. Retainer firms struggle with AR aging. Either way, you're never quite sure when money hits the bank.
K-1 distributions, guaranteed payments, capital accounts. Your personal taxes are tied to firm profitability, but the timing never lines up with cash.
We combine fractional CFO expertise with AI-powered forecasting—tailored specifically for legal practices.
Financial expertise meets legal industry knowledge.
Understand IOLTA rules, trust accounting requirements, and state bar audit procedures
Know the difference between contingency, retainer, and hourly billing models
AI forecasting trained on law firm billing cycles and realization patterns
Collaborate with your existing tax advisor—complement, don't replace
Schedule a free 30-minute consultation. We'll review your firm's financials and show you exactly how we can help—no obligations, just clarity.
Schedule Your Free Consultation