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.

3x
avg. revenue growth in year one
$2M+
in unbilled time & collection inefficiencies recovered
30%
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.

How would you prefer we contact you?
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