Fractional CFO for personal injury and plaintiff firms. Serving attorneys since 2012.
They’re overspending and taking on debt because their margins are too thin, driven by excessive compensation, ineffective marketing, high overhead, or unsustainable partner distributions.
It is going out as fast (or faster) than it is coming in. They are not getting the return on investment in people, marketing or admin that they deserve as an owner.
They miss the opportunity to make better decisions throughout the year about profitability, cash flow, pricing, staffing, and growth, when there’s still time to change the outcome rather than just report the results.
They need to understand the impact on profitability and cash flow, what success looks like, how long it will take to see a return, and whether the firm can withstand the downside if things don’t go as planned or take longer than planned.
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7 yes/no questions to see where your firm stands before you spend on AI.
309
Clients served
$5.5M to $18.3M
One attorney client's revenue in 5 years
Our testimonials
In the first 90 days, we dig into the numbers, identify what’s working and what’s not, and build a plan to improve what matters most to you, whether it’s profitability, cash flow, your role, or overall performance. By the end, owners have a CFO who knows their business, tells them what they need to hear, holds them accountable, and gives them the confidence to make tough decisions because they’re no longer doing it alone.
“They hold us accountable and keep us focused on making the tough decisions.”
“Hearing the truth from someone who is not part of our firm and doesn’t have an agenda is invaluable.”
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