TheLexCFO was founded on a simple premise: law firms deserve financial leadership that understands how they actually work - not generic advice retrofitted from other industries.
Most financial advisors treat a law firm like an architecture firm or a marketing agency. They retrofit generic frameworks and miss what actually matters: the WIP cycles, realization dynamics, partner economics, and trust accounting complexity that define whether a law firm is truly profitable.
Our team brings direct, practitioner-level experience in law firm finance - from monthly close and controllership to pricing strategy and technology implementation. We don't guess. We know.
All client engagements are conducted under strict confidentiality. Your firm's financial data never leaves our secure environment.
Each member of our team was selected for deep expertise in one critical dimension of law firm financial performance.
Andres leads TheLexCFO's client relationships and overall practice strategy. With over a decade of law firm finance leadership - including serving as Finance Director at a regional firm - he brings the practitioner's perspective that defines our approach. He built the advisory practice he wished had existed, having sat in the seat his clients now occupy.
Maria brings precision to the financial foundation every law firm depends on. With deep experience across boutique and mid-size firms, her expertise covers the full controllership function - from chart of accounts design and monthly close processes to trust accounting oversight and audit preparation. Firms she has worked with have cut their close cycle by an average of 40% within the first six months.
Sam bridges the gap between law firm financial strategy and the systems that execute it. He has implemented and optimized practice management platforms across Am Law 200 firms and boutiques alike, specializing in billing platform configuration, financial data infrastructure, and eliminating the manual workarounds that quietly cost firms thousands of hours per year.
Every recommendation we make is grounded in direct experience running law firm finances - not theoretical frameworks applied from the outside.
We don't offer generic financial advice. We speak in realization rates, matter budgets, and partner draw structures - because that's what moves the needle.
Our engagement doesn't end with a slide deck. We build the systems, processes, and habits that make financial discipline a permanent part of how your firm operates.
Start with a 30-minute discovery call. We'll listen first, assess honestly, and tell you exactly where we can help.
Book a Discovery Call