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LAW FIRM CFO SERVICES
You've been running your firm without a CFO. That's about to change.
The financial systems your firm needs, built with you or built for you.
We offer two paths to CFO-level financial clarity.
One where you learn and build the systems yourself.
One where we do it for you.
Same outcome. Different execution. Same destination: a law firm that actually keeps what it earns.
Here's what running a law firm without CFO-level support actually costs you.
Cash flow chaos
You don't know if you can make payroll next month, even though revenue looks fine. Because revenue and cash are not the same thing, and nobody ever showed you the difference.
Decisions without data
You're hiring, pricing, and investing based on gut feeling because you don't have the financial reports that would tell you whether those decisions actually pencil out.
Profit that disappears
You work harder every year. Revenue goes up. And somehow you're not keeping more of it. The money is going somewhere you just don't know where.
Both CSG programs fix all three.
The only question is how you want to get there.
Same destination. Two different ways to get there.
Both programs deliver the same financial outcomes: clean systems, cash flow clarity, profit protection, and the ability to make decisions based on real data instead of gut feeling.
The difference isn't the destination, it's who does the work to get you there.
PROFIT READY PROGRAM
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You learn and build the systems
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Guided by Chelsea, done by you
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8-week cohort format
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You own the process and the knowledge
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Best for: firms who want financial fluency
FRACTIONAL CFO PROGRAM
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We build and manage the systems
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Done by CSG, reported to you
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Ongoing engagement (6 months + quarterly)
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We own the execution, you own the strategy
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Best for: firms ready to fully delegate
Profit Ready Program
Learn how to run the financial side of your firm and never feel lost in the numbers again.
An 8-week cohort for law firm owners who want to build the financial systems themselves, with Chelsea guiding them every step of the way.
You learn it. You build it. You own it.
You'll Walk Away With in 8 Weeks:
☑ A cash management system that protects your profit before the money disappears
☑ A proactive tax strategy so tax bills are never a surprise
☑ Monthly cash flow clarity, you'll know what your numbers mean and what to do about them
☑ A financial blueprint for your next growth level, built around how big you actually want to scale
☑ All key financial players (bookkeeper, tax preparer, CFO) identified and coordinated correctly
☑ Clarity on how your business and personal finances work together and how to manage both
☑ A KPI dashboard that tells you at a glance whether your firm is healthy
8 weeks. 8 people per cohort. Live sessions with Chelsea. Custom Excels. Slack access between sessions.
Fractional CFO Program
Stop being your firm's CFO. Let us do it for you.
An ongoing engagement where CSG becomes your financial leadership team. We build the systems, manage the numbers, deliver the insights, and sit in strategic sessions with you. You run the firm. We run the finances.
What We Handle For You:
☑ Cash management system - we build it, maintain it, and adjust it as your firm grows
☑ Proactive tax strategy - we coordinate with your tax professional year-round so nothing is a surprise
☑ Monthly financial reports with insights - not just numbers, but what the numbers mean and what to do next
☑ 3-year rolling forecast with milestone planning - your financial roadmap, built and maintained by us
☑ Key financial player coordination - we manage the relationship between your bookkeeper and tax professional so nothing falls through the cracks
☑ Business and personal finance alignment - we monitor both and flag when something is off
☑ KPI dashboard with reporting - built, tracked, and reviewed with you every month
☑ Monthly CFO-level financial reviews and quarterly strategy sessions
Initial 6-month engagement, then quarterly renewal. Includes monthly financial reviews, quarterly strategy sessions, and ongoing access to the CSG team.
Not sure which path is right? Ask yourself these three questions.
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: Factor 1: What's your budget for financial support right now?
The Fractional CFO Program is a significant investment, and it's priced that way because it's a significant service. If your current budget doesn't support that level, Profit Ready gives you the same systems and outcomes at a fraction of the investment. Profit Ready isn't the 'lesser' option, it's the right option for firms that want to own the process before outsourcing it.
Factor #2: Do you want to understand your finances, or delegate them?
Some firm owners, even those who could afford to fully delegate, choose Profit Ready first because they want to deeply understand their financial systems before handing them off. There's no wrong answer. If you want the knowledge and the skill of financial leadership, Profit Ready builds that. If you want to skip the learning curve and go straight to execution, the Fractional CFO Program is built for that.
Factor #3: Do you want to build the systems, or have them built?
Profit Ready: you implement the systems with Chelsea's guidance. The work is yours. The understanding is yours. You leave knowing how to run your financial infrastructure independently. Fractional CFO: we implement and manage everything. You show up to monthly reviews and quarterly strategy sessions. We handle the rest.
Both programs deliver the same financial outcomes. The difference is whether you build it (Profit Ready) or we build and manage it for you (Fractional CFO). Either way, your firm ends up with a real financial system, not guesswork.
These Programs Are NOT For You If:
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You're satisfied with your finances and don't see a need to change anything
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You're not ready to look at your numbers honestly
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You're not willing to commit the time — 90 minutes per week for Profit Ready, or monthly strategy sessions for Fractional CFO
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You want a quick fix rather than a real system
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You're not in enough discomfort yet to commit to a solution
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If you're on this page, you're probably past all of that.
You already know something needs to change.
The question is just which path fits your firm.
Don’t Just Take Our Word For It
Real law firm owners. Real financial transformations.
Both programs have helped law firm owners stop guessing and start making decisions with clarity. Here's what they say:
'My books were an absolute mess and I was terrified to show them to anyone. I had been losing sleep for weeks — and I was dreading the conversation. After our meeting, I finally got 7 hours of solid sleep for the first time in weeks. You cannot put a price on that kind of peace of mind.'
- Alexis Litle
'I'm not so much of an avoidant CFO in my own company anymore. This program does a great job of motivating people and de-stigmatizing the fear around it. If you're on the fence about it — I don't think any law firm owner would regret doing this.'
- Catherine Medina
'Before working with CSG, I had a vast amount of reports and meaningless data. CSG allowed me to fully understand what story my numbers are telling me — and make better decisions because of it.'
- Jay McAllister
'It's not enough for her to just do the work and provide the reports. She wants to help you understand the financial engine that powers your firm.'
- Emery Wagner