Your Law Firm Virtual CFO

 

Growth + Financial & Tax Strategies

You've got a successful law firm and you're doing what you love. Your business has taken off and you've started hiring a team, but you're not done yet! 

Cash flow might feel tight sometimes, you aren't sure if you can afford payroll, and you worry about doing the wrong thing. Don't even mention that big tax bill that always seems to come around every year! Taking care of your finances is just one more thing on your plate, and you haven't had a lot of success getting answers from your bookkeeper or tax accountant.

You know if you had a clear financial plan and profit strategy for your law firm, you would feel more in control, like the Attorney you are.

What if you could...

✨ Confidently build your law firm from six to seven figures, knowing you have a plan for your cash flow to stay healthy along the way.

✨ Always have a pulse on your finances so you know what's working and what's not.

✨ Know exactly what to invest in next so you can build wealth and leave a legacy.

✨ Minimize your tax bill while staying out of trouble.

What you will get:

Financial Strategy

Custom goals, planning, forecasting, and reporting, so your law firm supports your life and fuels your wealth.

Outsourced Accounting

Done-for-you finance - we'll handle all your day-to-day bookkeeping, payroll, sales tax, and accounts payable needs.

Taxes

We go beyond tax prep with planning, strategy, and quarterly estimates so you keep more of what you earn.

Hands-On Support

Monthly one-on-one and support via Voxer and email with your CFO, plus a dedicated finance team to support you as you grow.