Fractional CFO Services

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For multi-attorney firms and growing professional service practices

You built the firm. Now build the business behind it.

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Most firm owners hit the same wall: the practice only grows when they bill more hours.

The team is busy, revenue is up — but profit is thin, cash is unpredictable, and the owner is still the bottleneck for every important decision. The reward for success becomes more work, not more freedom.

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A fractional CFO changes that. You get an experienced financial partner in your corner every month (without the cost of a full-time hire) focused on one thing: making your firm financially strong so it can finally fund the life you started it for.

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What this does for you

• Grow profit without growing your caseload. Leverage your attorneys and your team so the firm pays you well, instead of depending on your billable hours to stay afloat.

• Get out of your own way. Step out of being the bottleneck so you can lead the firm, not drown in it, and protect yourself from burnout.

• Always know where you stand. A simple, repeatable plan that improves cash flow, profit, and clarity month after month, with a CFO who keeps your eye on what matters most.

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Who it's for

Multi-attorney law firms and multi-professional service firms whose owners are ready to stop being the bottleneck, avoid burnout, and are open to real change in how the business runs.

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What you get

A clear action plan to strengthen your firm's financial performance, including:

• Profit and cash flow targets set with you, so you always know what you're aiming for

• A monthly business assessment, financial scoreboard, and action plan, delivered on a monthly strategic call

• A mid-month tactical call to keep momentum and tackle what's in front of you

• Ongoing, focused guidance from your CFO between meetings

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Strategy Session Package

For solo attorneys and independent professional service providers

Big financial decisions shouldn't be made alone.

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When you're running a solo practice, you're the attorney, the rainmaker, the operations

lead and the CFO. The financial side is usually the part that gets squeezed, which is exactly where small blind spots turn into expensive surprises.

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This package gives you a CFO in your corner without a monthly commitment: a clear

read on your numbers, the issues you can't see yet, and a trusted advisor to call on whenever a big decision lands on your desk.

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What this does for you

• Build a rock-solid financial foundation. Understand the true health of your practice and make decisions from clarity, not guesswork.

• See problems before they cost you. Diagnose red flags and uncover opportunities hiding in your past performance.

• Keep a CFO on call. A trusted advisor to think through pricing, hiring, growth, and risk with you — right when those questions come up.

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Who it's for

Solo attorneys and professional service providers who want to build a strong financial foundation, sidestep unforeseen risks and pitfalls, and run a leaner, more efficient practice.

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What you get

• A 1-hour financial assessment reviewing up to 2 years of your business to diagnose red flags and surface opportunities based on your actual performance.

• Five additional 1-hour strategy sessions, yours to use within 18 months. Run them on a quarterly cadence to review performance and plan ahead, or use them ad hoc — whenever an issue or a big decision calls for your trusted CFO advisor.

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Additional Services

 

Month-end financial reporting review and support: You get strategic oversight of your monthly accounting and financial reporting process.

Forensic Trust Accounting: We can review and re-create required trust accounting records, if yours are out of compliance with professional requirements.

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Scan below to start working together today!