Fractional CFO for law firms Financial KPIs Financial projects and goals Financial monitoring Financial budgeting Financial reporting Financial analysis Financial dashboard Financial alerts Financial planning Law firm finances Law firm financial mana

There's more to wearing the CFO hat than looking at financials and staying on top of the budget. There are projects and ongoing monitoring that should be happening. Our CFO function serves to help you identify your financial KPIs, projects, and goals. Then we think like a CFO and prioritize them so we can focus on the next steps that count.

Monthly Ongoing:

  • Identify your financial KPIs (key performance indicators)

  • Implement the systems that will present your KPIs visually for ongoing management

  • Custom KPI reporting dashboard & alerts

  • Identify financial projects and goals

  • Understanding your money story and your options for future planning

  • Weekly or bi-weekly CFO meetings

Investment: $3,500/month

Additional project-based CFO services:

  • Analyzing profits by practice areas and matter types

  • Converting from hourly to flat-rate billing

  • Creating an airtight account receivable system

  • Building a simple accounts payable SOP

  • Analyzing team structure and performance to scale

  • Building a numbers-driven marketing analysis

  • Analyze your revenue and expense formulas to plan for growth

  • Creating ROI tracking on marketing dollars

  • Create a comprehensive KPI dashboard

Investment: Assessed Individually