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Your firm's finances are either working for you or against you.

Do you know yours?

Fractional CFO and Controller services exclusively for solo and small law firms.

Built by someone who has sat inside a law firm and knows exactly what breaks when there is no financial infrastructure behind the firm.

How to make sure you are 100% trust compliance right now.

Most Attorney Disciplinary Actions
Are Trust Account Violations.

Most were not the result of bad intent. They were the result of no system or the wrong person managing one.

What Happens when Law Firms get the right financial infrastructure?

$250K+

Revenue growth

in under 12 months

$40K

In cash flow freed

5+ hrs

Per month saved on admin

100%

Bar Compliant

During our initial audit, we have found trust accounts unreconciled for over 6 months. Caught. Corrected. No complaints.

You Did Not Start Your Firm
to do Financial Admin.

But at some point, the bookkeeping, the trust reconciliation, the payroll, the cash flow, all became your problem. You are doing work that does not require a law degree, at a cost that does not show up on any invoice.

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Pathway Accounts exists only for Law firms — because the IOLTA requirements, the contingency billing cycles, and the compliance obligations of a law firm are different from every other business. That specificity is the service.

Three Levels of Engagement. One Standard.

1

Controller

For the attorney doing their own books, running payroll manually, or relying on someone who has never touched a law firm's finances. You get your time back. Your IOLTA account is reconciled monthly. You receive a clean financial report every 30 days. You stop thinking about the books.

2

CFO

For the attorney who has the books handled but is making growth decisions like hiring, practice areas, partner draws but without real financial data. You get a 90-day cash flow forecast, a KPI dashboard, and a monthly strategy call with someone whose compensation is tied to your growth.

3

CFP

For the attorney thinking about what the future for their firm. Whether that means an MSO integration, a CPA partnership, or a succession in 3 to 7 years. Complete financial infrastructure under one relationship. Enterprise value baseline established in month 1. Every financial decision from here builds toward your exit value.

Not sure which fits? The free Consultation to answers that question.

Find Out Real Compliance Gaps Instantly
— Before We Ever Speak

Know exactly your IOLTA risk instantly —

No pitch. Just 3 questions. Find out if you are compliant or not.

Frequently Asked Questions

I already have someone doing my books. Why do I need this?
Most bookkeepers record what happened. They do not reconcile your IOLTA account three ways, produce a 90-day cash flow forecast, or tell you which practice area is actually profitable. If your current setup cannot answer those questions, you do not have financial infrastructure, just a receipt keeper.
What size firm do you work with?
Solo attorneys and small firms from one to ten attorneys. The sweet spot is firms that are too sophisticated for DIY bookkeeping but not large enough for a full-time finance hire. If that is where you are, that is exactly who this was built for.
How do you handle IOLTA and trust account compliance?
Three-way reconciliation every monthly. Bank balance, case management system, and accounting software aligned and documented. If something is off, you know before anyone else does. Every engagement is built to be Bar audit-ready from day one.
Do I have to change my software?
No, we work inside whatever you are using QuickBooks, Clio, MyCase, Ramp, LawPay. If your tools are not talking to each other correctly, we fix that. You do not start over.
What does month 1 actually look like?
Every engagement starts with a full financial audit across seven areas of your firm. Trust compliance, bookkeeping systems, cash flow, practice area profitability, payroll, reporting infrastructure, and tax readiness. Most firms find something in month 1 they did not know was there. The audit is included in every engagement at no additional cost.

Know Exactly Where Your Firm Stands

The free IOLTA compliance review is not a sales call. I will ask three questions about your firm's current financial setup and tell you exactly where the risk is. If there is nothing to fix, I will tell you that too.

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