Our Trusted Resources

Unlock the full potential of your law, firm with tailored services and innovative solutions. Click below to discover the valuable resources offered by our trusted partners.

Financial Support

Cathcap

Brooke Lively

Get the Fractional CFO you need to help your business make informed financial decisions by analyzing your company’s financial health, identifying areas of improvement, and developing strategies to maximize profitability.

LPE

The Law Practice Exchange

Tom Lenfestey

The marketplace and expert team for buying, selling and valuing law firms.

LegalEase-Bookkeeping-Logo

Legal Ease Bookkeeping

Brandy Derrick

We help solo practitioners and small law firms with their bookkeeping, trust reconciliation, invoicing, and more.

Financial Planners

Decidedly

Sanger D. Smith

 A boutique wealth advisory firm focused on helping family business owners transform wealth to significance.

Aspen Wealth Management

Helen Stephens

At Aspen Wealth Management, our fee-only, fiduciary approach to wealth management and prioritized financial wellness empowers couples and families to live their best lives with freedom and confidence.

People

VisionSpark

Kathy Lockhart

We are an entrepreneurial company with a passion to help fellow entrepreneurial companies make the best people choices for their organization.

Catalyst Integrators

Jamie Munoz

We help busy entrepreneurs get the most out of their business and live their ideal lives by giving them an experienced COO and integrating a proven business operating system.

Practice Management

EOS

Brooke Lively

I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain traction in their businesses through a simple, proven operating system.

streamlined.legal

Melanie Leonard

 streamlined.legal delivers peace of mind by helping small & mid-sized law firms create efficiency in their daily workflows and optimize their use of practice management software.

PR and Marketing

Kwedar & Co.

 Lauren Cockerell

Strategic PR and marketing services to support growth as well as critical transitionm.