Helping small law firms reach higher levels of financial success
Build a financially healthy business that generates more revenue, higher profits, and increased cash flow—giving you more to take out of the business than ever before—with our accounting and advisory support.
Testimonials
He takes the time to thoroughly review our finances, answer all of our questions, and ensure we get the best outcome. His attention to detail and commitment to providing excellent service really stands out. We highly recommend Joe to any firm looking for a reliable and skilled accountant and advisor.
Are you facing the common challenges of running a law firm?
Challenge #1: Cash Flow Struggles
You need cash to grow your business; but you don’t know how to get more cash.
Challenge #2: Business Expertise Gaps
You’re an expert in the law, not necessarily an expert in business and financials.
Challenge #3: Lack of Financial Clarity
You don’t understand the financial health of your business.
So, how do you escape these common challenges?
Transform from being an ‘attorney’ who happens to run a law firm to running your practice like a professional, with the numbers driving the decision-making.
That’s why we exist. We provide simple financial training and services just for law firm owners like you so you can grow profitably without the overwhelm that typically comes with understanding numbers and financials.
Our Process
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
The main reason they fail is due to the lack of proper financial guidance—no one was guiding the business owner on how to have a more profitable and higher cash flowing business.
If they did, these businesses would not have failed.
Here’s how we help:
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Track Profit and Cash Flow
Monitor your financial health every month. You can't improve what you don't measure. -
Analyze Strengths and Weaknesses
Identify what’s working and what’s not. Gain insights to make informed decisions. -
Propose Corrective Actions
Develop actionable plans to address issues. Turn challenges into opportunities for growth.
The Three-Stage Path to Success
Stage 1: Identify Drivers
Discover what specifically drives your revenue, profit, and cash flow.
Stage 2: Set Targets
Define your vision and set one-year and five-year targets.
Stage 3: Monthly Review
Receive a Scoreboard and Action Plan to stay on track towards your goals.
Want to Learn More?
Schedule a free call today by clicking the button below.