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Two Paths to Financial Freedom for Law Firms

CFO-level financial strategy unlocks growth, clarity, and profit. Choose your path: Build it with guidance, or have it built and managed for you.

CFO-level support unlocks financial clarity, strategic growth, and the ability to scale profitably.

Same Outcome. Different Execution.

 The gap between where you are and where you could be isn't about working harder, it's about having the right financial systems and expertise guiding your firm.

Both paths lead to financial clarity and profitable growth - the difference is who does the work.

Why Law Firms Need CFO-Level Support

You didn't go to law school to become a financial expert. But running a profitable law firm requires CFO-level financial strategy, whether you build it yourself or have someone do it for you.

Without CFO-level support, law firms struggle with:

Cash Flow Chaos

Not knowing if you can make payroll next month despite "good revenue"

Blind Decision-Making

Hiring, pricing, and investing without data to back it up

Profit Leakage

Working harder but taking home less because money disappears into inefficiencies

Profit Ready Program

Build your financial foundation with expert guidance

8-Week Intensive Program

A college-level curriculum where you learn how to own and manage your firm's financial strategy. We teach you, guide you, and build the systems WITH you.

You'll Walk Away With in 8 Weeks:

☑ System for proactive cash flow management
☑ Proactive tax planning strategy
☑ Monthly cash flow clarity
☑ Financial blueprint for your next growth level

(based on how big you want to scale)
☑ All key financial players in place
☑ Clarity around managing business and personal finances together
☑ KPI dashboard to monitor your most important financial metrics

Fractional CFO Program

Done-For-You, Complete financial strategy ownership

 

Initial 6-Month Engagement, Then Quarterly Enrollment

We become your fractional CFO team and handle everything for you. Same deliverables as Profit Ready, but we create, implement, and manage them for you.

What We Handle For You:

☑ System for proactive cash flow management (we manage it)
☑ Proactive tax planning strategy (we coordinate it)
☑ Monthly cash flow clarity (we deliver the reports and insights)
☑ 3-year rolling forecast with milestone planning (unique to Fractional CFO)
☑ All key financial players coordinated (we manage your bookkeeper and tax professional)
☑ Business and personal finance alignment (we monitor both)
☑ KPI dashboard with weekly reporting (we create and track it)
☑ Monthly CFO-level financial reviews and quarterly strategy adjustments

Which Path Is Right for Your Firm?

The biggest determining factor isn't what financial systems you currently have - it's about your firm's size, budget, and how you want to learn.

Factor #1: Budget & Firm Size

Typically in the legal industry, a law firm Fractional CFO runs about $3,500/month. If you're not in a position to invest that level in CFO services, Profit Ready is your path.

Factor #2: Time Commitment & Learning Style

Even if you can afford a Fractional CFO, you might prefer to learn and own your financial understanding first.

Some multimillion-dollar firms choose Profit Ready because they want the college-like curriculum, and they want to deeply understand their finances before outsourcing CFO duties. Once you graduate Profit Ready, you'll know enough to confidently manage what you're outsourcing.

Factor #3: Hands-On vs. Hands-Off

Profit Ready: You implement the systems with our guidance. You learn, you build, you own the process.

Fractional CFO: We implement and manage everything for you. You show up to strategic meetings and we handle the execution.

Bottom line: Both programs deliver the same financial outcomes. The difference is whether you want to build it (Profit Ready) or have it built and managed for you (Fractional CFO).

These Programs Are NOT For You If:

  • You're happy with how things are and don't see a need to change

  • You're not ready to delegate work or invest in growth

  • You're not ready to face the money fears holding you back

  • You already make enough money and have no desire to grow

  • You're not in enough pain to commit time to a solution

Ready for clarity, growth, and profit? Book your consultation!

Not Sure Which Program Is For You?

Take Our Quick Assessment – 9 strategic questions that provide clarity, free resources, and tailored recommendations for your next steps.

We Help Law Firms Earn More and Keep More.

Still Not Sure Which is Best for You? Schedule a Time, Let's Talk:

Don’t Just Take Our Word For It

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