Financial Advisory for Law Firms

Your firm's finances
deserve precision,
not guesswork.

Accounting, financial planning, pricing strategy, and practice management — built exclusively for law firms by someone who has sat where you sit.

avg. revenue growth in year one
$2M+
in recovered billing inefficiencies
40%
average overhead reduction
15+
law firms advised directly
The Financial Operating System for Modern Law Firms

Financial clarity,
built into every layer
of your firm.

Most law firm consultants speak in generalities. I speak in realization rates, matter profitability, partner draw schedules, and working capital cycles. The difference shows in your P&L.

📊
Financial Management & Reporting

Monthly close processes, management accounts, KPI dashboards, and board-ready reporting. Know your numbers with confidence, every month.

💰
Pricing & Fee Strategy

Value-based pricing, alternative fee arrangements, matter budgeting, and realization analysis. Stop leaving money on the table.

🏗️
Financial Planning & Forecasting

12-month rolling forecasts, scenario modeling, cash flow planning, and capital allocation frameworks tailored to law firm economics.

⚖️
Partner Compensation Design

Lockstep vs. merit models, origination credit structures, and deferred compensation frameworks that align incentives and retain talent.

📈
Practice Group Profitability

Matter-level and practice-level P&L analysis, overhead allocation, and rate-setting to identify where your firm actually makes money.

🔍
Accounting & Compliance

Chart of accounts optimization, trust accounting oversight, tax planning coordination, and audit preparation for law firms.

For firms that are serious about growth.

I work with law firms at inflection points — where financial infrastructure becomes the difference between scaling and stalling. If you're running your firm on intuition, it's time for a system.

Start the Conversation
01

Small & Mid-Size Firms (5–50 attorneys)

Firms that need CFO-level thinking without the cost of a full-time hire. I become your financial partner, embedded in how you run the practice.

02

Growing Boutique Firms

Specialist firms scaling from founder-led to institutionalized — where pricing, hiring, and capital decisions need rigorous financial grounding.

03

Firms Preparing for Partnership Changes

Succession planning, partner buy-in/buyout structures, lateral integration, and merger due diligence — built on clean financial foundations.

04

Practice Groups Within Larger Firms

Department heads who need independent analysis of their group's economics, independent of what firm management reports.

A framework built on law firm reality.

01

Financial Diagnostic

A structured deep-dive into your current financials, billing data, rate cards, overhead structure, and revenue mix. No assumptions. Only data.

02

Strategic Roadmap

A prioritized plan covering pricing adjustments, reporting cadence, cost structure, and the financial levers with the highest impact for your firm.

03

Implementation & Systems

Building the processes, dashboards, and workflows that make good financial decision-making repeatable — not dependent on any one person.

04

Ongoing Advisory

Monthly retainer or project-based engagements. Available when decisions need to be made — not just at year-end when it's too late.

"Most law firms are managed by great lawyers who learned financial management by accident. There is a better way — and it is not complicated once you have the right framework."

— Philosophy of Practice

The results speak plainly.

"We went from no real financial visibility to a monthly dashboard I actually use to run the firm. Our realization rate went from 74% to 91% in nine months."

Managing Partner
Litigation boutique, 12 attorneys

"The pricing strategy work alone paid for the engagement ten times over. We had been underpricing a core practice area for three years without knowing it."

Founding Partner
Transactional firm, 8 attorneys

"Finally, someone who understands both law firm economics and real finance. Not generalist advice — specific, actionable, and built around how we actually operate."

Chief Operating Officer
Regional firm, 35 attorneys
Get Started

Let's diagnose your firm's financial health.

A 30-minute discovery call. No pitch. No obligation. Just an honest assessment of where your firm's finances stand — and what's possible.